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Title Me This
Im the subtitle and I am aware
An exceptional CRM platform at an exceptional price
pricing-1No-hassle cancellation
pricing-2No hidden fees
pricing-3No contracts
pricing-4No complicated pricing tiers
Business Ultimate
Everything you need, packaged in one
$29USD
Per user/month, billed monthly
$26USD
Per user/month, billed yearly
Core
Client service model building
includedIncluded
Client services automation
includedIncluded
Client classification tools
includedIncluded
Business process automations
includedIncluded
Free phone & email support
includedIncluded
Essentials
File storage
unlimitedUnlimited
Email syncing
unlimitedUnlimited
Active contacts
unlimitedUnlimited
Team calendar
includedIncluded
Task management
includedIncluded
Note taking
includedIncluded
Expand with custom fields
includedIncluded
Mobile App (IOS & Android)
includedIncluded
1-way Google & Outlook export
includedIncluded
Reports and Tracking
Client interest tracking & grouping
includedIncluded
Team activity log
includedIncluded
Task progression tracking
includedIncluded
Custom reports
includedIncluded
Administration & Security
Two-factor authentication
includedIncluded
Roles & permissions
includedIncluded
Team member management
includedIncluded
Regular CRM upgrades
includedIncluded
Security level
includedBanking-grade
Data Exporting
includedIncluded
Extras
Custom onboarding session
includedIncluded
Free team training
includedIncluded
In Development
Appointment scheduling tool
soonSoon
Daniella Stevens
"We have yet to find another CRM that's as easy to use as Toolkit and has the ability to deliver customized services to different tiers of our clients. Toolkit has saved us hours per week by reducing the amount of manual work we were doing. I almost don't want my competitors to know about Toolkit, It's that good!"
Daniella Stevens - President & CEO, 130MM AUM
Frequently Asked Questions
You've got questions. We've got answers.

How does the pricing work?

We don't have multiple complicated pricing tiers. Our only pricing tier (Business Ultimate) has everything you need and nothing you don't to help you effortlessly manage your day and build meaningful client relationships. Our pricing model is based on the number of users. Each user is billed at USD $29/mo.

If you have more then 10 users? Let's talk, you might be eligible for enterprise discounts.

Do you offer free trials?

Yes! We offer a 14-day free trial with access to all the features.

Will I be charged when my trial is up?

You don't need to put in your payment information to get started with Toolkit. Once the trial expires, we will ask you for payment details if you wish to continue to build and manage your business with Toolkit.

Do I pay monthly or annually?

We have both monthly and annual plans. Keep in mind that the annual plan shaves 10% off the price.

Do I need to sign a contract?

Definitely not! We don't lock you into a contract like other providers. You can choose to pay monthly or yearly, and there's no minimum term. You're free to cancel the subscription at any point in time.

Can I cancel at any time?

Absolutely! After you cancel your subscription, your account will automatically be put on pause. Data exports can also be provided on request.

Do I have to pay extra for CRM general or technical support?

We believe in growing together. General and technical CRM support is offered to you at no additional cost unlike other CRM providers.

What payment methods do you accept?

We accept all major credit cards!

Do I have to pay extra for the mobile app?

Both the IOS and Android Toolkit CRM app is included for no additional cost with an active Toolkit monthly or annual subscription.

Do you offer any discounts for larger teams?

If you have a team of 10 or more users, let's chat, your team may be eligible for an enterprise discount.

Get started with Toolkit CRM
  • Create and automate your service model
  • Dedicated support team at no extra cost
  • Save hours using simplified automation
  • Unlimited file storage
  • No loading times
  • Zero lag technology
Get Started with CRM

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Hours of Operation
Monday - Friday | 6am to 4pm PST
Mailing Address
Blue Square Apps
#101 - 1593 Sutherland Avenue
Kelowna, B.C, V1Y 5Y7, Canada