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What is eTermin?

Discover a smart and flexible online appointment scheduling tool designed specifically to meet the requirements of your business. As a response to the COVID-19 pandemic, you can effortlessly provide video conferencing options complete with screen sharing functionality! Our online booking platform allows you to efficiently handle visitor inflow and manage event attendance. With options ranging from basic features to comprehensive customization, you can take advantage of a no-obligation 30-day trial today! Experience the convenience of 24/7 online booking capabilities accessible through your website, email, social media channels, and Google searches. Additionally, the system offers seamless integration with popular calendar applications such as iCloud, Google, and Outlook. Tailor the management of services and personnel to suit your specific needs, ensuring exceptional customer service while implementing powerful marketing strategies to elevate your business. Take the opportunity to transform your appointment scheduling process for the better! By investing in this solution, you can streamline operations and enhance overall efficiency.

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.

Media

Media

Integrations Supported

Microsoft Outlook
iCloud
Causal
Easyflow
Google Calendar
Google Cloud Platform
ProvenExpert.com
Stackreaction
Zoom Webinars

Integrations Supported

Microsoft Outlook
iCloud
Causal
Easyflow
Google Calendar
Google Cloud Platform
ProvenExpert.com
Stackreaction
Zoom Webinars

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Pricing Information

$26 per month
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

eTermin

Date Founded

2013

Company Location

Germany

Company Website

www.etermin.net/en

Company Facts

Organization Name

Blue Square Apps

Company Location

Canada

Company Website

www.toolkitcrm.com

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

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

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

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

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