Average Ratings 14 Ratings

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ease
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Average Ratings 0 Ratings

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Description

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Chaskiq Yes 
Direct Debit Yes 
Freedcamp Yes 
FullContext Yes 
Gem Yes 
HubSpot Customer Platform Yes 
Introw PRM Yes 
Left Main Yes 
Leo Yes 
Morf Yes 
NoCodeAPI Yes 
PayPal Yes 
Pitchsail Yes 
Pluga Yes 
Qoris AI Yes 
Refold Yes 
Sitejet Yes 
SwarmZero Yes 
fonio Yes 

Integrations

Microsoft Outlook Yes 
Chaskiq No 
Direct Debit No 
Freedcamp No 
FullContext No 
Gem No 
HubSpot Customer Platform No 
Introw PRM No 
Left Main No 
Leo No 
Morf No 
NoCodeAPI No 
PayPal No 
Pitchsail No 
Pluga No 
Qoris AI No 
Refold No 
Sitejet No 
SwarmZero No 
fonio No 

Pricing Details

$10 per user per month
Pick the perfect plan for you or your team:

Free: always free for personal use
Standard: for professionals and small teams
Teams: for growing businesses
Enterprise: for large companies
Free Trial Yes 
Free Version Yes 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Calendly

Founded

2013

Country

United States

Website

calendly.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database No 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Calendar

Calendar Sync Yes 
Collaboration Tools No 
Multi-Device Support No 
Reminders Yes 
Room Booking No 
Scheduling Yes 
Task Manaagement No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling Yes 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling Yes 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling Yes 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management No 

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 

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