Blue Square Apps is based out of Kelowna, BC Canada. The Toolkit CRM has been developed in collaboration with Pareto Systems, a leading coaching and consulting firm in the financial services industry.
Our goal was to create a simple CRM that works. We are not looking to compete with the bigger more complex CRMs on the market that have many bells and whistles. Rather we are a solution for small teams that are looking to implement best practices to elevate the client experience through consistency and automation.
As we always say, "the best place to strengthen a client relationship is in the very place you manage that relationship."