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What is isosconnect?

Cloud-based software designed for health and wellness professionals Effortless appointment scheduling with synchronization options for iCloud, Outlook, Google, Exchange, and the ability to personalize sessions. Comprehensive client management features, encompassing client records, notes, document organization, task oversight, appointment scheduling with automatic notifications, and efficient file handling. Unlimited video capabilities with features such as waiting rooms and screen sharing, suitable for both individual and group sessions. An automated booking system that includes integrated invoicing and adaptable session formats. Additionally, practitioners can connect with one another through the built-in Peer-to-Peer directory for collaboration and support.

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
Google
Google Cloud Platform

Integrations Supported

Microsoft Outlook
iCloud
Google
Google Cloud Platform

API Availability

Has API

API Availability

Has API

Pricing Information

£15.99
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

isosconnect

Date Founded

2016

Company Location

United Kingdom

Company Website

www.isosconnect.com

Company Facts

Organization Name

Blue Square Apps

Company Location

Canada

Company Website

www.toolkitcrm.com

Categories and Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Patient Scheduling

Analytics/Reporting
Approval Process Control
HIPAA Compliant
Mobile Access
Notifications/Alerts
Online Scheduling
Patient Communications
Patient Intake
Patient Portal
Patient Records Management
Payment Processing
Reminders
SMS Messaging

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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