Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing a versatile and robust booking software solution for your enterprise, absolutely at no cost! This user-friendly tool features an advanced calendar that simplifies the process of booking and organizing appointments for your business. With an array of impressive functionalities, it ensures that managing your scheduling needs is as seamless as possible. Gain deeper insights into your clientele by keeping track of their detailed appointment histories, preferences, upcoming bookings, and contact information. Automatically remind your customers of their appointments through SMS and email notifications; simply activate the reminders feature and let the system handle the rest, eliminating the chances of missed appointments. The dynamic calendar not only makes it easy to plan and oversee your employees' schedules, but also provides them with convenient access to their timetables from anywhere, at any time. Empower your customers to take control of their bookings! By utilizing Plandok, you can establish a dedicated business page, enabling clients to reserve appointments effortlessly from their computers or smartphones whenever they choose, enhancing their overall experience with your services.
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
$20 per month
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
Yes
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
Plandok
Founded
2017
Country
Lithuania
Website
www.plandok.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
No
Group Scheduling
No
Mobile Access
No
Multi-Location
Yes
Online Booking
Yes
Online Payments
No
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