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

- 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