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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 CatchApp Bookings?

CatchApp Bookings serves as an efficient scheduling solution tailored for professionals and businesses alike. By utilizing this tool, users can save an average of five hours each week, enhancing productivity significantly. Clients have the convenience of booking appointments online via a personalized Bookings page. The platform boasts a robust two-way synchronization feature compatible with all major calendars, such as Google, Microsoft, and Apple. Users can generate unlimited booking pages that cater to various services, locations, and availability, providing a customizable experience. Appointments can be accepted seamlessly from your website or social media platforms, making it accessible from anywhere. Additionally, you have the flexibility to set availability parameters for different services and products, allowing you to define when you're open for business. Automated reminders are sent out to both you and your clients, which helps to minimize the occurrence of missed appointments, ensuring a smoother scheduling experience. Ultimately, this tool is designed to streamline your booking process and enhance client satisfaction.

Media

Media

Integrations Supported

Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud

Integrations Supported

Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

$20 per month
Monthly Subscription (Annual Subscription is available at $120/y)
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

CatchApp

Date Founded

2016

Company Location

United Kingdom

Company Website

catchapp.mobi/

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

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

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