Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • AestheticsPro Reviews & Ratings
    745 Ratings
    Company Website
  • DeskTime Reviews & Ratings
    954 Ratings
    Company Website
  • Portal Wholesale CRM Reviews & Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • Numa Reviews & Ratings
    14 Ratings
    Company Website
  • Acuity Scheduling Reviews & Ratings
    6,346 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • PBRS Power BI Reports Distribution Reviews & Ratings
    12 Ratings
    Company Website
  • Wash-Dry-Fold POS Reviews & Ratings
    126 Ratings
    Company Website

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 HealingRadiusPro?

Take advantage of complimentary tools designed specifically for health and wellness professionals to seamlessly oversee appointments, classes, clients, and staff. Use your digital calendar to effortlessly set up, adjust, and remove classes and appointments whenever it suits you. Maintain a structured view of your employees by managing their schedules, addressing time-off requests, and overseeing their compensation. Equip your team with individual logins, allowing them to view their assigned tasks and personal schedules. Keep track of both new and returning clients by monitoring their contact information, attendance records, outstanding balances, and upcoming appointments. Our mobile application, compatible with both smartphones and tablets, enables you to manage your business while on the go. Stay connected from any location to make vital updates as needed. Schedule classes and appointments at any hour, whether during the day or night, and easily cancel or reschedule them as circumstances change. Supervise your staff and clients from a centralized online platform, and keep an up-to-date profile page for your holistic healing center. Furthermore, enhance client engagement by replying to their reviews and feedback, which helps cultivate a supportive community environment. By fostering these connections, you can create a thriving atmosphere that encourages client loyalty and satisfaction.

Media

Media

Integrations Supported

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations Supported

API Availability

API Availability

Pricing Information

$26 per month

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

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

HealingRadius

Company Website

www.healingradiuspro.com

Categories and Features

CRM

Not specified

Categories and Features

Yoga Studio

Class Scheduling
Facility Scheduling
Member Management
Online Payments
Staff Management

Popular Alternatives

Popular Alternatives

Allocatus Reviews & Ratings

Allocatus

Holert