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
Cloud-hosted Software for Health and Well-being Practitioners
Simple scheduling with calendar integration via iCloud, Outlook Google, Exchange, and session customization
Complete Client Management, including client records and notes, file management and task administration, appointment management with automatic reminders, and file management.
Unlimited and integrated video with waiting rooms, screensharing and more. Available for 1-1 or group.
Automated booking system with integrated invoicing and customizable session types.
Practitioners can find each other by using the internal Peer-to–Peer directory.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Google
No
Google Cloud Platform
Yes
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Google
Yes
Google Cloud Platform
No
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Pricing Details
£15.99
Free Trial
No
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)
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
Yes
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
isosconnect
Founded
2016
Country
United Kingdom
Website
www.isosconnect.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
Medical Practice Management
Claims Management
No
E-Prescribing
No
EMR / EHR
Yes
HIPAA Compliant
Yes
Insurance Eligibility Verification
No
Inventory Management
No
Multi-Office
No
Multi-Physician
No
Patient Billing
No
Patient Portal
No
Patient Records
Yes
Patient Registration
No
Patient Scheduling
Yes
Physician Scheduling
Yes
Patient Scheduling
Analytics/Reporting
No
Approval Process Control
No
HIPAA Compliant
Yes
Mobile Access
Yes
Notifications/Alerts
Yes
Online Scheduling
Yes
Patient Communications
Yes
Patient Intake
Yes
Patient Portal
No
Patient Records Management
Yes
Payment Processing
No
Reminders
Yes
SMS Messaging
No