Features
- Navigation
- Calendar
- Tasks
- Contacts & Accounts
- Processes
- Services
- Email Tracking
- Reporting
- Custom Items
- Mobile App
Innovative Tab System
Open up multiple tabs to view multiple Contacts, Accounts, Tasks and your Calendar all at the same time
Drag and drop tabs to organize your records
Work More Efficiently Than Ever!
Click between records to find the information you need as quickly as possible
Team Collaboration Made Easy
View your team's calendar and create appointments
Link Team Members, Contacts and Accounts to all your appointments
Drag & Drop Appointments
Easily reschedule appointments by drag and drop
Organize Your Day
Be highly efficient so that you can focus on what matters most
Team Accountability
Ensure you and your team are on track with full visibility on what needs to be done
Know Your Clients With F.O.R.M
Build stronger client relationships by tracking valuable information on your clients Family, Occupational, Recreational interests and Money
Track Client Communications
Write notes and upload attachments - Link them to multiple Contacts and Accounts
Track client emails with Outlook integration
Automate Your Processes
Create step-by-step activities to replicate your business processes
Streamline Your Firm
Manage your firm's processes and ensure your team delivers consistently every time!
Organize Your Clients
Classify Your Clients to apply consistent ongoing service to each client group
Build Your Service Model
Elevate the client experience by automating your services to each client group
Email Tracking Simplified
Track emails from any email provider or device
Stay On Top Of Client Communication
View tracked emails directly in the Contact or Account
Search For Important Information
Create custom filters to find the information you need within the Toolkit CRM
Generate Custom Reports
Export information for marketing lists, mail merges or reporting purposes
Track Anything And Everything That Is Important To Your Business
Create Custom Fields and Custom Entities to store data such as Insurance Policies, Holdings, and Opportunities
Customize Existing Contact & Account Entities
View only the information that is important to you
The Toolkit has a Mobile App!
Be Productive On The Go
Manage your Calendar, Tasks, Contacts and Accounts from anywhere
- Navigation
- Calendar
- Tasks
- Contacts & Accounts
- Processes
- Services
- Email Tracking
- Reporting
- Custom Items
- Mobile App
Innovative Tab System
Open up multiple tabs to view multiple Contacts, Accounts, Tasks and your Calendar all at the same time
Drag and drop tabs to organize your records
Work More Efficiently Than Ever!
Click between records to find the information you need as quickly as possible
Team Collaboration Made Easy
View your team's calendar and create appointments
Link Team Members, Contacts and Accounts to all your appointments
Drag & Drop Appointments
Easily reschedule appointments by drag and drop
Organize Your Day
Be highly efficient so that you can focus on what matters most
Team Accountability
Ensure you and your team are on track with full visibility on what needs to be done
Know Your Clients With F.O.R.M
Build stronger client relationships by tracking valuable information on your clients Family, Occupational, Recreational interests and Money
Track Client Communications
Write notes and upload attachments - Link them to multiple Contacts and Accounts
Track client emails with Outlook integration
Automate Your Processes
Create step-by-step activities to replicate your business processes
Streamline Your Firm
Manage your firm's processes and ensure your team delivers consistently every time!
Organize Your Clients
Classify Your Clients to apply consistent ongoing service to each client group
Build Your Service Model
Elevate the client experience by automating your services to each client group
Email Tracking Simplified
Track emails from any email provider or device
Stay On Top Of Client Communication
View tracked emails directly in the Contact or Account
Search For Important Information
Create custom filters to find the information you need within the Toolkit CRM
Generate Custom Reports
Export information for marketing lists, mail merges or reporting purposes
Track Anything And Everything That Is Important To Your Business
Create Custom Fields and Custom Entities to store data such as Insurance Policies, Holdings, and Opportunities
Customize Existing Contact & Account Entities
View only the information that is important to you
The Toolkit has a Mobile App!
Be Productive On The Go
Manage your Calendar, Tasks, Contacts and Accounts from anywhere
