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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

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

$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 

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