Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Tala is an intelligent phone system designed for teams that struggle to respond to every incoming call. Upon receiving a call, Tala promptly answers, assesses the inquiry (including its purpose, urgency, and contact details), and initiates the appropriate follow-up action, such as scheduling an appointment, connecting the caller with the right individual, or providing a detailed summary to the team. It seamlessly integrates with platforms like Google Calendar, Outlook, Calendly, and various business applications. Each call managed by Tala generates a real-time, actionable summary available through the mobile app. This innovative solution is particularly tailored for real estate agencies, field service teams, and any business sector where failing to answer calls can lead to lost opportunities. Additionally, Tala enhances team coordination by ensuring that all relevant information is captured and easily accessible, ultimately optimizing communication processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 
iCloud Yes 

Integrations

Google Cloud Platform No 
Microsoft Outlook No 
iCloud No 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Pricing Details

€29/month
Free Trial Yes 
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) Yes 
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

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Vendor Details

Company Name

Tala

Founded

2024

Country

France

Website

www.tala-assistant.com

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 

Alternatives

Allocatus Reviews

Allocatus

Holert

Alternatives