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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CatchApp Bookings is a simple scheduling tool for professionals and businesses. It saves you time, on average, 5 hours per week. Your clients can book appointments online through your own Bookings page. Powerful 2-way sync to all major calendars, including Google, Microsoft, Apple, and Apple. You can create unlimited booking pages for clients that offer different services, locations, availability, and other features. You can accept appointments from anywhere on your website or social media. You can set flexible availability options for different products and services. This allows you to specify when you are available for each product or service. Automated reminders sent to you and your clients, reducing no-shows.

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 
Google Meet Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
Microsoft Teams Yes 
Zoom Yes 
iCloud No 

Integrations

Microsoft Outlook Yes 
Google Calendar No 
Google Cloud Platform Yes 
Google Meet No 
Microsoft 365 No 
Microsoft Exchange No 
Microsoft Teams No 
Zoom No 
iCloud Yes 

Pricing Details

$20 per month
Monthly Subscription (Annual Subscription is available at $120/y)
Free Trial Yes 
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 No 
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

CatchApp

Founded

2016

Country

United Kingdom

Website

catchapp.mobi/

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

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

Scheduling

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

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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