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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

Introducing Aria — Your Ultimate AI Productivity Companion One seamless tool. All platforms. Complete command. Aria enhances your productivity across WhatsApp, Telegram, Email, and the Web—eliminating the need for constant app-switching and reducing clutter. Intelligent Reminders Pre-alerts, follow-ups, and automatic snoozes ensure you never forget a thing. Effortless Task Management Generate and monitor tasks with ease—always updated in real-time. Voice and Image Proficiency Send a voice message or a photo; Aria comprehends and responds accordingly. Instant Meeting Summaries Effortlessly record meetings, distribute notes, and receive clear minutes with actionable items. Smart Note-taking Capture your ideas; Aria organizes them seamlessly for you. Team Circles Send group reminders with a single tap—ideal for teams, clients, or communities. Versatile Calendar Functionality Plan anything from days to months or even a year in advance. Integrated with Google and Microsoft Compose emails, create links, upload files, and sync calendars directly from chat. Centralized Dashboard Access all your tasks, reminders, notes, and insights in one unified view. Designed for busy professionals who refuse to juggle multiple applications while working efficiently. Experience a hassle-free solution—no downloads or installations required. Aria is here to revolutionize the way you manage your productivity.

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

No images available

Screenshots View All

Integrations

Google Cloud Platform No 
Microsoft Outlook No 
iCloud No 

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 
iCloud Yes 

Pricing Details

$4/month
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) Yes 
Online Support No 

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 No 

Types of Training

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

Vendor Details

Company Name

Realityrift Innovations

Founded

2024

Country

India

Website

www.helloaria.io

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 

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