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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 application is designed for individuals involved in pet sitting, whether on a professional level or as a side venture. It seamlessly integrates your calendar and contact information into a single platform and provides detailed profiles for each client's pets, which include photos, feeding guidelines, notes, and veterinarian details, along with quick communication options through phone, text, or email. For every client, you can compile a comprehensive roster of their pets, detailing each pet's name, type, color, breed, special notes, instructions, and a corresponding image. Additionally, the app features a direct link to the client's veterinarian for convenient access. Users can manage their schedules efficiently, utilizing both month and daily views of the iOS Calendar, allowing for easy creation, editing, and organization of appointments. Furthermore, the application also grants access to your iOS Contacts data, ensuring that you can effortlessly view and maintain your client list. Overall, this app serves as a powerful tool for pet sitters to streamline their workflow and enhance their service delivery.

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 
iCloud No 

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 
iCloud Yes 

Pricing Details

$0.99
Free Trial No 
Free Version No 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

InerTron Software

Country

United States

Website

www.inertron.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking 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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