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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 OIANA?

Discover the ease of managing your schedule with a smart calendar right at your fingertips. Effortlessly keep track of your appointments, verify confirmations, plan meetings, and allocate time slots, all integrated smoothly across mobile and web interfaces. The online scheduling experience is now simpler and more intuitive than ever. With OIANA, clients have the flexibility to reserve services at their convenience, whether you're free or busy on a call. The process of scheduling is both rapid and user-friendly, providing access from any location. Once you create an appointment, service, or introduce a new team member, it is instantly updated on all devices for you and your clients alike. This innovative system helps to alleviate the stress associated with missed appointments and significantly lowers the chances of no-shows. You can also forgo the tedious task of calling clients to verify their attendance, as OIANA automatically sends reminders that can be integrated directly into the client’s calendar, supplemented by an SMS reminder the day before the appointment that requests confirmation. Clients can reply with a simple Yes or No without incurring additional charges, giving you critical support at a minimal expense. With OIANA, not only do you enhance your time management, but you also improve client interaction. Transition to a more streamlined and effective method for handling your scheduling demands, and watch your productivity soar.

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

OIANA

Company Location

Brazil

Company Website

oiana.com.br/

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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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