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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Faculty, staff, and advisors can easily publish their available appointment slots directly through Outlook or Google Calendar. With our seamless two-way calendar synchronization feature, students will have the ability to book appointments in real time, no matter where they are or what device they are using. Every appointment made will automatically sync to the respective calendars of faculty, advisors, or staff, ensuring everyone's schedule is updated instantly. Kiosks are perfect for centralized or decentralized student service centers, allowing students to check in for both scheduled and drop-in appointments via a virtual kiosk, QR code scanning, or card swiping. We provide an exceptional student-focused queue and case management solution tailored for higher education institutions. Our user-friendly interface enables the collection of notes, document uploads, and referral creation during face-to-face, Zoom, or phone appointments. Moreover, through progress report campaigns, faculty can reach out to students who may be exhibiting behaviors that put them at risk academically. This proactive communication ensures that students, their advisors, and the academic support team are all kept in the loop about any concerning developments. Ultimately, our system enhances the student support experience and fosters a collaborative approach to academic success.

Description

Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Google Calendar Yes 
Google Cloud Platform No 
Salesforce Yes 
iCloud No 

Integrations

Microsoft Outlook Yes 
Google Calendar No 
Google Cloud Platform Yes 
Salesforce No 
iCloud Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

E2E Advising

Country

United States

Website

e2eadvising.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

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