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
    732 Ratings
    Company Website
  • DeskTime Reviews & Ratings
    955 Ratings
    Company Website
  • Portal Wholesale CRM Reviews & Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    161 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • WaitWell Reviews & Ratings
    209 Ratings
    Company Website
  • Numa Reviews & Ratings
    14 Ratings
    Company Website
  • Acuity Scheduling Reviews & Ratings
    6,335 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,536 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

Google Cloud Platform
Microsoft Outlook
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

HealingRadius

Company Website

www.healingradiuspro.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

Yoga Studio

Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management

Popular Alternatives

Popular Alternatives

Allocatus Reviews & Ratings

Allocatus

Holert