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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try. It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps. With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find. One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity. Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless. Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
3CX No 
Google Cloud Platform Yes 
Microsoft 365 No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft Teams No 
Poll Everywhere No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Tableau No 
TeamViewer No 
WordPress No 
Zapier No 
iCloud Yes 

Integrations

Microsoft Outlook Yes 
3CX Yes 
Google Cloud Platform No 
Microsoft 365 Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
Poll Everywhere Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Tableau Yes 
TeamViewer Yes 
WordPress Yes 
Zapier Yes 
iCloud No 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Pricing Details

$20.00/month/user
monthly, yearly, or 3-yearly plans
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Vendor Details

Company Name

eWay System

Founded

2008

Country

USA and Czech Republic/Europe

Website

www.eway-crm.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 

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 Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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