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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 Remindlo?

Remindlo is an automated SMS reminder tool crafted to boost customer interaction and keep clients informed about their upcoming appointments. By automatically dispatching text reminders as appointments approach, it significantly reduces the likelihood of missed bookings. Users have the flexibility to add contacts through multiple methods such as uploading photographs of physical planners, entering information manually, importing CSV files, or syncing with existing calendar applications. The setup process is streamlined with pre-designed message templates and customizable timing features. Additionally, the software integrates effortlessly with platforms like Google Calendar, Outlook, and iCloud, ensuring compatibility with current scheduling habits. Remindlo also handles recurring campaigns, sends follow-up thank-you messages after appointments, solicits reviews, and re-engages clients who have become inactive. Beyond SMS reminders, it provides email functionalities as well. The inclusion of analytics tools allows users to track the effectiveness of their campaigns, while the software's commitment to GDPR compliance ensures user data protection. Furthermore, its capability to support multiple currencies makes it an excellent choice for businesses that operate internationally, catering to diverse client needs across various regions. Finally, the user-friendly interface enhances the overall experience, making it accessible for all types of businesses.

Media

Media

Integrations Supported

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier

Integrations Supported

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per month
Free Version
Free Trial Offered?

Pricing Information

free
Transparent pricing, no surprises

Free-forever plan with 10 SMS per month.

Paid plans start from £19.

We support GBP, EUR, USD, and many more currencies.
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

Remindlo

Date Founded

2014

Company Location

Poland

Company Website

www.remindlo.co.uk

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 Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

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