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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 My Junna?
Junna software integrates all your software needs into a singular platform that is specifically designed to improve organization and time management. By efficiently organizing client contacts and pertinent information, it ultimately enhances productivity. Users can track progress, manage family dynamics, connect with professionals, and analyze demographics and assessments, all from one centralized hub. Employees can be assigned to particular clients, which simplifies responsibilities and enhances service delivery. The intuitive Dashboard provides quick access to client information, task lists, billable hours, and a calendar, facilitating seamless navigation. Daily, weekly, and monthly productivity tracking allows employees to easily assess their performance and meet their objectives. With immediate access to partner contact information, commonly used resources, and organization-specific notes, managing your network becomes a streamlined process. Additionally, users can emphasize high-quality organizations for referral opportunities. The software supports the swift upload of PDFs and the effortless printing of vendor flyers, enhancing operational efficiency. Furthermore, Calendar Sync ensures meticulous tracking of all significant dates and appointments for both individuals and teams. It adeptly facilitates personal and collaborative workflows by allowing the creation and assignment of tasks for care teams while automatically integrating with Google, iCal, Yahoo, or Outlook calendars to keep everyone coordinated and organized. This holistic approach positions Junna as an essential resource for overseeing all facets of your professional endeavors, making it a vital tool in any workplace.
Integrations Supported
API Availability
API Availability
Pricing Information
$26 per month
Pricing Information
$90 per user per month
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard 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
Junna Care
Date Founded
2018
Company Location
United States
Company Website
junnacare.com
Categories and Features
CRM
Not specified
Categories and Features
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Social Work Case Management
Not specified