Toolkit CRM Feature Suite
Service Model
Create a consistent client experience.
Automatically create and assign recurring appointments and tasks based on the ongoing service level you apply to your clients.
Systematically scale your business. Build, deploy and automate your service delivery in minutes, ensuring you strategically allocate your resources using a consistent and predictable service model.
Organize your clients. Easily categorize and group your clients into client classes, and then apply a level of service to each of them, ensuring you build loyal clientele.
Delegate responsibilities. Share the workload smartly among your team. Toolkit assigns the right tasks to the right people at the right time. You decide who does what, making sure everything runs smoothly.
Build and maintain relationships. Whether it's a quarterly Review Meeting to a top-tier client or a semi-annual check-in call, Toolkit ensures you're always in sync with every client's life.
Contact Profile
More than just a place to store client data.
Customizable, insightful, and collaborative. Ensure every interaction is personalized, organized, and tracked.
Collaborative Notes: Every Detail, Shared and Noted
With every team member in tune, and up-to-date, client interactions become more cohesive, personalized, and effective. It's not just about taking notes - it's about weaving your team together to deliver an exceptional client experience.
Capture Every Client Detail
Customize the client profile to track information that's relevant to your clients and your business.
Automatic Email Tracking
Never miss a beat, keep your conversations in sync, ensuring every client conversation is tracked and accessible.
Every Interaction Organized
Make every interaction count. From appointments, and meetings to tasks, stay ahead with complete oversight of every activity.
Forge Stronger Relationships
Know your clients like they know themselves using FORM - a client relationship framework pioneered by Pareto Systems.
Team Calendar
Everything you do. Everyone you meet. All in one place.
Plan, prioritize and manage your day with a calendar designed to keep you and your team focused and get work done quickly.
Shared Team Calendar
Manage your appointments and get visibility into your teams activities with a shared team calendar. When you work together, you win together.
Connect Other Calendars
Easily connect appointments to your work and personal calendars on Google, Outlook, iCloud, and more.
Collaboration Done Right
Keep everyone in sync - assign work, comment, add notes, discuss, and collaborate with each other on every appointment.
Task Manager
Plan. Schedule. Accomplish.
Organize tasks and tackle work together in a shared hub. The simplest way to keep track of your shared tasks, client work, and deadlines. Period. For teams who don't have the time or patience to overcomplicate it.
Simple but Powerful
Assign tasks, prioritize, monitor progress, collaborate with others, and break work into bite-size pieces with clear owners and due dates.
Stay on Track
Get a clear overview of everything your team is working on - what's already been done and what's coming up next.
Automated Process Builder
Still running your business on manual mode?
Build and automate your business processes in Toolkit and make it easier for you and your team to stay aligned and do your best work.
Intuitive process builder. Creating automated processes? Toolkit's process builder is as easy as making your morning coffee. Set up your workflows in a snap and apply them to clients with just a click. Who said powerful tools can't be simple?
Assign Responsibilities. Optimize for peak efficiency. Toolkit smartly moves activities and tasks from one person to the next eliminating guesswork and ensuring everyone knows exactly what to do and when.
Tracked and synced. What's done, what's not - Toolkit keeps tabs on it all. Every task triggered by our automated processes gets logged right into the client's profile. It's like having a super-organized assistant who never misses a beat. Everyone's in the loop, always.
The Scheduler
A better, faster way for your clients to book directly on your calendar!
Your Schedule, Their Convenience: Perfectly Synced
Custom Branding
Flexible Availability
Unlimited Scheduling Links
Smart CRM Sync
Custom Branding
Looks like you.
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Incorporate your unique branding into the scheduler, add your firm's logo, and maybe even a charming headshot. This not only reinforces your professional identity but also instills a sense of trust and familiarity in your clients, making each booking experience more than just an appointment - it's a continuation of your brand's promise of quality and personalization.
Flexible Availability
Your Calendar, Your Rules
Revolutionize your appointment setting with the ability to choose specific days for client meetings and establish daily booking limits. This powerful combination lets you align your calendar with your professional rhythm, ensuring each client gets the time they need while keeping your schedule orderly and focused.
Unlimited Scheduling Links
A Booking Experience, for Every Experience
Each team member can offer a scheduling link for any scenario, everything from an exclusive single-use scheduling link, a link on your website to schedule an initial appointment with a prospect, to a dedicated link for your clients to schedule a meeting. Ensure prospects, clients, and vendors have access to your team members on your terms.
Smart CRM Sync
Effortless Booking,
Smart Syncing
Every appointment seamlessly syncs with your CRM calendar. It not only updates your schedule but also connects directly to the client's profile, ensuring your schedule is always current and perfectly aligned with your client meetings, simplifying your workflow, and providing you with essential insights for every interaction.
Reporting
Powerful reporting at your fingertips.
Quickly create reports to get deeper insights into your data with Toolkit's incredibly powerful data filtering system.
Get Insights on What Matters
If it's in Toolkit, you can track it. With the capability to monitor nearly any data point in the CRM, including custom ones that you create, Filters become your go-to resource for decision-making.
It's Seriously Fast Too.
Got a report you run often? Don't waste time creating it again and again. Save it once, and run it with a single click.
Mobile App
CRM pocket-sized for on-the-go
Even when you don't have access to a computer, Toolkit's free mobile app keeps you connected to your business. Lookup contacts, enter notes, schedule meetings and much more on-the-go.
Workspace
Build your dream team.
Manage your team with a structure that not only works for your business but also grows with you.
Shared Assistant
Sharing an admin with another advisor? No problem. Assistants can switch between workspaces in 2 clicks.
Flexible Team Structure
Whether your team is large or small, use Toolkit to manage your team hierarchy, operational management, and privileges.
Data Screening
Keep your client data private from other advisors with your own workspace.
There's more ...
Document Storage
Email Syncing
Advanced Customization
Lightning Fast UI
Your data. Your country.
All your data is hosted either in the US or Canada depending on your residing country.
Top-notch security.
Your data is secure within our ISO/IEC 27001-certified data centers.
Privacy first.
Your data belongs to you, we do not share or sell your data.
