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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

Junna software consolidates all your software requirements into a single platform designed to enhance organization and time management. It enables you to efficiently arrange client contacts and relevant information, ultimately boosting productivity. You can monitor progress, manage family dynamics, engage with professionals, and analyze demographics and assessments, all within one centralized location. Employees can be assigned to specific clients, streamlining responsibilities and improving service delivery. The user-friendly Dashboard offers immediate access to client data, task lists, billable hours, and a calendar for seamless navigation. Productivity can be tracked on a daily, weekly, and monthly basis, allowing employees to easily review their performance and reach their goals. With instant access to partner contact details, frequently utilized resources, and organization-specific notes, you can efficiently manage your network. You can also highlight high-quality organizations for referral purposes. The software allows for the quick upload of PDFs and printing of vendor flyers with minimal effort. Additionally, Calendar Sync ensures that all important dates and appointments are meticulously tracked for both individuals and teams. It effectively supports both personal and team-oriented workflows, enabling the creation and assignment of tasks for care teams while automatically syncing with Google, iCal, Yahoo, or Outlook calendars to keep everyone aligned and organized. This comprehensive approach makes Junna an indispensable tool for managing all aspects of your professional life.

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

$90 per user per month
Free Trial No 
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 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

Junna Care

Founded

2018

Country

United States

Website

junnacare.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning No 

Social Work Case Management

Case Notes No 
Client Management No 
Document Management No 
Forms Management No 
Goal Setting / Tracking No 
Program Management No 
Referral Management No 
Reporting & Statistics No 
Scheduling No 
Volunteer Management 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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