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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 Aurinko?

Enhance the performance of your business platforms, including CRM, ATS, PM, PRM, and LMS, by optimizing your relationship management tactics through Aurinko’s cutting-edge communications API and robust activity capture and synchronization features. Leveraging Aurinko’s diverse offerings, which feature a flexible communications API and integration-ready add-ons for Gmail and Outlook, empowers you to maintain an edge in strategic initiatives and gather crucial insights into relationship management. By automatically recording email and calendar exchanges within your CRM, you can better predict promising opportunities, pinpoint missing contacts in your CRM, and discover new networking avenues. Furthermore, the bi-directional synchronization of calendar events, contacts, and tasks will enhance your understanding of vital relationships and allow for a thorough evaluation of engagement levels, resulting in more favorable business outcomes. By adopting these state-of-the-art solutions, you can elevate your relationship management practices and cultivate deeper connections within your industry, ultimately driving long-term success. This commitment to innovation will not only streamline your operations but also position your business as a leader in relationship management.

Media

Media

Integrations Supported

Microsoft Outlook
Gmail
Google Cloud Platform
Google Workspace
Microsoft Teams
Slack
iCloud

Integrations Supported

Microsoft Outlook
Gmail
Google Cloud Platform
Google Workspace
Microsoft Teams
Slack
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

Aurinko

Date Founded

2020

Company Location

United States

Company Website

www.aurinko.io

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

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