Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • AestheticsPro Reviews & Ratings
    732 Ratings
    Company Website
  • DeskTime Reviews & Ratings
    955 Ratings
    Company Website
  • Portal Wholesale CRM Reviews & Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    161 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • WaitWell Reviews & Ratings
    209 Ratings
    Company Website
  • Numa Reviews & Ratings
    14 Ratings
    Company Website
  • Acuity Scheduling Reviews & Ratings
    6,335 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,536 Ratings
    Company Website

What is TOOLKIT CRM?

Toolkit CRM is purposefully crafted for financial service teams to improve their daily workflows, optimize service delivery, and guarantee a consistent experience for clients. Its integrated service model enables teams to effectively categorize clients into various segments, implement customized service levels, and automatically create recurring appointments and tasks based on the specifics of each client relationship. Functioning as a pivotal support system for essential business operations, it smartly assigns suitable tasks to team members while thoroughly documenting all interactions in the client’s profile. Moreover, the platform offers customizable contact profiles that empower teams to collect and manage relevant information for every client, while collaborative tools such as notes, automatic email tracking, and the organization of appointments and tasks ensure that all interactions remain orderly and easily accessible. The system also features a shared team calendar that integrates effortlessly with services like Google, Outlook, and iCloud, as well as a Scheduler that provides branded booking pages, flexible availability, unlimited scheduling links, and real-time synchronization with the CRM. By utilizing this all-encompassing toolkit, teams can significantly enhance their productivity and improve client satisfaction through its bespoke features and effective management capabilities, ultimately leading to better client relationships and business growth.

What is Achieve?

Advisors, faculty, and staff can easily publish their available appointment times directly into either Outlook or Google Calendar. Our advanced two-way calendar synchronization feature allows students to book these appointments in real-time, providing the convenience to schedule from any location, at any time, using a variety of devices. Once an appointment is made, it automatically populates the calendars of the advisors, faculty, or staff, ensuring seamless integration. Kiosks also present an effective solution for both centralized and decentralized student service centers, enabling students to check in for scheduled and drop-in appointments through virtual kiosks, QR code scans, or card swipes. We take pride in offering the leading student-centered queue and case management system tailored for higher education institutions. The intuitive interface allows users to take notes, upload essential documents, and create referrals during appointments conducted in-person, via Zoom, or over the phone. In addition, faculty are empowered to proactively connect with students who may be exhibiting at-risk behaviors through focused progress report campaigns, ensuring that students, their advisors, and the academic support team are quickly made aware of any issues. This holistic system not only fosters a nurturing environment but also enhances communication and collaboration among all individuals involved in a student's academic pathway. Ultimately, our commitment to innovation and support equips educational institutions with the tools needed to prioritize student success effectively.

Media

Media

Integrations Supported

Microsoft Outlook
Google Calendar
Google Cloud Platform
Salesforce
iCloud

Integrations Supported

Microsoft Outlook
Google Calendar
Google Cloud Platform
Salesforce
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Blue Square Apps

Company Location

Canada

Company Website

www.toolkitcrm.com

Company Facts

Organization Name

E2E Advising

Company Location

United States

Company Website

e2eadvising.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Popular Alternatives

Popular Alternatives

Allocatus Reviews & Ratings

Allocatus

Holert