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Description
Enjoy complimentary features tailored for health and wellness professionals to effortlessly manage appointments, classes, clients, and staff. Utilize your digital calendar to effortlessly schedule, modify, and delete classes and appointments at your convenience. Keep an organized overview of your employees by overseeing their schedules, handling time-off requests, and managing compensation. Empower your team with individual logins, enabling them to access their task lists and personal schedules. Monitor both new and returning clients by tracking their contact details, attendance history, outstanding balances, and future appointments. With our mobile application designed for both smartphones and tablets, you can manage your business while on the move. Stay connected from anywhere to make crucial updates whenever necessary. Book classes and arrange appointments at any time, day or night. Easily cancel or reschedule appointments as needed. Oversee your staff and clients from a centralized online platform, and maintain an up-to-date profile page for your holistic healing center. Additionally, engage with your clients by responding to their reviews and feedback to foster a positive community atmosphere.
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
Integrations
Google Cloud Platform
No
Microsoft Outlook
No
iCloud
No
Pricing Details
No price information available.
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
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
HealingRadius
Website
www.healingradiuspro.com
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
Yoga Studio
Class Scheduling
Yes
Facility Scheduling
Yes
Inventory Management
No
Member Management
Yes
Online Payments
Yes
Staff 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
