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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

Integrations Supported

Microsoft Outlook
iCloud
Google Cloud Platform

API Availability

API Availability

Pricing Information

£15.99
Free Version

Pricing Information

$26 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
On-Site Training

Training Options

Documentation Hub
Online 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

EMR / EHR
HIPAA Compliant
Patient Records
Patient Scheduling
Physician Scheduling

Patient Scheduling

HIPAA Compliant
Mobile Access
Notifications/Alerts
Online Scheduling
Patient Communications
Patient Intake
Patient Records Management
Reminders

Categories and Features

CRM

Not specified

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