Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
A cohesive platform facilitates seamless interaction, collaborative project efforts, and effective asset management among marketers, creative professionals, clients, and agencies all within a unified interface. Users can manage multiple projects, each with dedicated teams, specific tasks, discussion forums, and relevant assets. It enables the inclusion of the right individuals, whether from within the organization or external partners. The Integrated Marketing Calendar from Vitalblock equips marketers with the tools to swiftly initiate campaigns, strategically organize activities, delegate tasks, establish milestones, monitor objectives, and communicate updates to project stakeholders. By consolidating all communications and digital assets by project and client, the platform enhances efficiency. Collaboration on assets is made more streamlined, regulated, and secure through designated access levels and user profiles. Furthermore, it strengthens brand management by connecting to essential brand materials, creative resources, teams, and further enhancing collaboration among all parties involved. Ultimately, this platform not only promotes productivity but also fosters a culture of transparency and shared success.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Cloud Platform
No
Microsoft Outlook
No
iCloud
No
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Pricing Details
$9.95 per user per month
Free Trial
Yes
Free Version
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
ViCoast
Founded
2008
Country
India
Website
www.vitalblocks.com/crm/
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No