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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 Daylite for Mac?

Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.

Media

Media

Integrations Supported

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations Supported

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Data Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

API Availability

API Availability

Pricing Information

$26 per month

Pricing Information

$29.00/month/user
$29 USD per month per user when paid monthly. $24 USD per month per user when paid annually.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Blue Square Apps

Company Location

Canada

Company Website

www.toolkitcrm.com

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.daylite.app/

Categories and Features

CRM

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Project Management

Collaboration Tools
Customizable Templates
Milestone Tracking
Resource Management
Traditional Methodologies

Real Estate CRM

Contact Management
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Work Management

Not specified

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