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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

This platform goes beyond mere scheduling; it serves as a powerful tool for fostering connections. Effortlessly integrate online scheduling into your business model. Design a personalized scheduling process that allows your clients to effortlessly book appointments, classes, rooms, or equipment in just a few easy steps. Highlight your offerings, oversee schedules, and synchronize with external calendars to enhance the scheduling experience and increase online bookings. It connects seamlessly with Google Calendar and Outlook to provide real-time availability updates, thereby avoiding any risk of double bookings. You have the flexibility to arrange one-on-one meetings or group events, manage your availability by adjusting event lengths, booking windows, padding times, or blocking specific time slots. The system automatically detects timezone differences, enabling customers to schedule events in either their local timezone or yours. Additionally, you can offer bundled services or products, provide discounts for bulk session purchases, and receive payment for multiple appointments simultaneously, making the process even more efficient. This comprehensive solution not only simplifies scheduling but also enhances client satisfaction through its user-friendly features.

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

Google Cloud Platform No 
Microsoft Outlook No 
Readymag Yes 
Webflow Yes 
Wufoo Yes 
Zapier Yes 
iCloud No 

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 
Readymag No 
Webflow No 
Wufoo No 
Zapier No 
iCloud Yes 

Pricing Details

$15.00/month/user
Free Trial No 
Free Version Yes 

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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

CozyCal

Country

United States

Website

cozycal.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 Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments 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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