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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 Booksy?

Booksy is an all-encompassing mobile application that facilitates efficient calendar management and appointment scheduling, specifically designed to aid salons in managing online bookings and payments seamlessly in real time. It consists of two separate applications: Booksy Biz for salon owners and Booksy for customers, providing a flexible solution with customizable features that aim to simplify the process of scheduling appointments. Salon owners utilizing Booksy Biz can establish a comprehensive business profile while gaining complete control over their calendars and appointment settings. On the other hand, the Booksy application allows clients to check availability, browse the salon's profile, and conveniently book appointments straight from their mobile devices. This dual-application design significantly improves the user experience by optimizing the interactions between salons and their clients while ensuring that both parties can manage their needs effectively. Moreover, the integration of these features allows for a more cohesive booking experience, ultimately enhancing customer satisfaction.

Media

Media

Integrations Supported

Base.com
Google Cloud Platform
Hotailors
Instagram
JustReview
Microsoft Outlook
Scanlo
iCloud

Integrations Supported

Base.com
Google Cloud Platform
Hotailors
Instagram
JustReview
Microsoft Outlook
Scanlo
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

$24.99/month
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

Booksy

Date Founded

2014

Company Location

Poland

Company Website

biz.booksy.net

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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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