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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 Allocatus?

The ideal solution for merging calendars with project management has arrived. With Allocatus, you can easily pinpoint your relevant tasks directly from your Outlook calendar. This innovative tool guarantees that tasks from Microsoft Project effortlessly synchronize with your Outlook calendar or to-do list, eliminating the need for any manual intervention. You only need to create tasks within the Microsoft Project environment, assign them to team members, and then publish the plan to Project Server or Project Online. After publication, these tasks will automatically appear in every team member's calendar through a feature known as AutoLink. Furthermore, any changes or updates made by the project manager are quickly relayed to all team members through automatic calendar updates. You can choose to create a Microsoft Project task as either an Outlook appointment or as a task in Outlook, providing you with options tailored to your workflow. It's essential to note that Outlook appointments are also synchronized with the Microsoft Teams calendar, while tasks are visible in Microsoft To Do. In addition, Allocatus enables you to showcase your Microsoft Project tasks as all-day events or distribute them among various appointments on your calendar, which ensures optimal organization for your team. This level of versatility significantly boosts overall productivity and keeps every team member aligned with their tasks, allowing for smoother collaboration and improved project execution.

Media

Media

Integrations Supported

Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
iCloud

Integrations Supported

Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
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

Holert

Date Founded

1997

Company Location

Germany

Company Website

www.allocatus.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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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