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
ZenBookr is an all-in-one business management solution tailored specifically for wellness professionals, integrating scheduling, client management, and payment processing into a single platform. Clients enjoy the convenience of booking appointments at any time through a personalized profile page, receiving instant notifications for each new booking. The platform's calendar allows for easy drag-and-drop rescheduling and offers customizable views for daily or weekly planning. With its integration with Stripe, ZenBookr facilitates secure payment processing, point-of-sale transactions, inventory oversight, and the ability to manage split payments seamlessly. The comprehensive client database keeps track of appointment history, individual preferences, notes, and loyalty rewards. Wellness professionals can build service catalogs and even sell products directly from the platform. Additionally, real-time analytics furnish users with valuable insights into revenue streams, appointment statistics, and overall team performance. Notable features include a review system, automated reminders sent via email and push notifications, and social media integration for booking through platforms like Instagram and Facebook. Designed for mobile optimization, ZenBookr functions flawlessly across iOS, Android, and web browsers, ensuring accessibility wherever users may be. This holistic approach to business management enables wellness professionals to streamline their operations effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Google Cloud Platform
No
Microsoft Outlook
No
iCloud
No
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Pricing Details
$5.99/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
Yes
iPad App
No
Android App
Yes
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
ZenBookr
Website
zenbookr.app
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
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Salon
Appointment Management
No
Booth Rental
No
Client Profiles
No
Employee Management
No
Inventory Management
No
Loyalty Program
No
Multi-Location
No
Payroll Management
No
Point of Sale (POS)
No
Recurring Appointments
No