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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 FinKoper?

FinKoper CRM is specifically tailored for accounting firms, offering a suite of useful features. One of the standout functionalities is communication, which enables interactions with clients through Telegram, WhatsApp, or Email, allowing all accountants handling a client to converse within a single interface, eliminating the need for personal messaging apps. Additionally, the service generates a tax calendar for each client upon setup, seamlessly integrating tax reporting schedules into the accountants' calendars. The platform also includes a system for chats and tasks, where employees can monitor and assign tasks to themselves and their teammates, complete with options for recurring tasks, checklists, tags, comments, and document attachments all organized in a single location. Furthermore, the work time tracking feature provides insights into staff planning, qualifications, and workloads, helping firms optimize their resources effectively. Lastly, managers benefit from comprehensive analytics that deliver detailed reports, graphs, and charts illustrating employee productivity and work efficiency for each client and task, ensuring informed decision-making. This holistic approach streamlines operations and enhances collaboration within accounting teams.

Media

Media

Integrations Supported

1C:Enterprise
Gmail
Google Cloud Platform
Mail.ru
Microsoft Outlook
Telegram
WhatsApp
Yandex Disk
Yandex Mail
iCloud

Integrations Supported

1C:Enterprise
Gmail
Google Cloud Platform
Mail.ru
Microsoft Outlook
Telegram
WhatsApp
Yandex Disk
Yandex Mail
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

€5/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

Alfa Solution spol. s.r.o.

Date Founded

2022

Company Location

Czech Republic

Company Website

www.finkoper.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

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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

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