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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 Breely?

Breely is a cutting-edge online scheduling and business management tool designed specifically for service-focused businesses, allowing them to simplify appointment arrangements, improve client engagement, and refine operational workflows. This versatile solution enables users to develop customized booking processes, manage payment transactions, and send notifications through both email and SMS, while also offering options for form adjustments, signature collection, resource oversight, and automation of tasks, all within one cohesive platform. It addresses a wide range of needs, from basic appointment management to intricate setups for classes, workshops, and bookings involving multiple resources, and adapts to the evolving demands of businesses by including features such as conditional booking options, waitlisting capabilities, and branding for booking pages. Furthermore, Breely ensures smooth calendar integration with services like Google, Office 365, and iCloud, in addition to connecting with widely-used applications such as Zoom and Google Meet. The platform also boasts robust reporting features, personalized client dashboards, custom field options, and HIPAA compliance, along with functionalities for managing packages, coupons, and subscriptions, which collectively alleviate administrative workloads while enhancing the client experience. Moreover, Breely distinguishes itself by consistently refreshing its features to align with user needs, fostering a competitive edge for businesses in an ever-evolving marketplace. As a result, users can rely on Breely not only for its current offerings but also for its commitment to future advancements that will support their growth and adaptability.

Media

Media

Integrations Supported

iCloud
Facebook
Google
Google Analytics
Google Cloud Platform
Google Meet
Google Tag Manager
Microsoft 365
Microsoft Outlook
Square Payments
Stripe
Zapier
Zoom

Integrations Supported

iCloud
Facebook
Google
Google Analytics
Google Cloud Platform
Google Meet
Google Tag Manager
Microsoft 365
Microsoft Outlook
Square Payments
Stripe
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

Free
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

Breely

Date Founded

2025

Company Location

United States

Company Website

www.breely.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

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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