Toolkit CRM is a client relationship management (CRM) software solution designed for financial advisors and wealth management professionals, providing tools to organize client data, automate workflows, and deliver differentiated client experiences. It enables advisory firms to segment their client base and implement tailored service models, ensuring resources are allocated strategically and client interactions are consistent and predictable.
A standout feature of Toolkit CRM is its Client Experience Builder, which allows advisors to categorize clients into segments and assign distinct service levels to each group. This segmentation empowers firms to deliver personalized, high-touch experiences to top-tier clients while efficiently managing broader client groups, all within a scalable and systematic framework.
Another core component is the Workflow Builder—a highly intuitive tool for designing and automating business processes. Advisors can create workflows that automatically delegate tasks to the right team members at the right time, enhancing collaboration and ensuring every step of the client journey is executed seamlessly.
Toolkit CRM also offers:
• Fully customizable contact records, so advisors can capture and track data unique to their clients and business needs.
• Automatic email tracking, ensuring every client conversation is logged and accessible within the client profile.
• A centralized task management system that keeps the entire team organized and on track with shared tasks and deadlines.
• An integrated scheduling solution, serving as a robust alternative to standalone tools like Calendly, with custom branding and smart CRM sync.
• Advanced reporting tools, enabling deep insights through customizable filters and one-click saved reports.
• Shared assistant functionality, allowing administrative staff to support multiple advisors efficiently.
• Built-in document management, providing unlimited cloud storage for secure, organized access to internal and client files.
Toolkit CRM is designed to help financial advisory teams scale their business, collaborate effectively, and deliver a consistent, differentiated experience to every client segment.
Seller
Blue Square AppsLanguages Supported
English
Product Description
Toolkit is a cloud-based customer relationship management (CRM) software that helps professionals and teams build excellent client relationships and deliver an unmatched client experience with features built from the ground up focused on ease of use and intuitiveness.
We are obsessed with simplicity for the end-user. We understand not everyone is a tech wizard and not having to worry about your technology is half the battle.
If your business relies on building long-term client relationships and needs to scale without overpaying for enterprise software, you’ve found the right tool.
We're huge believers in going the extra mile for our customers, and we strive to help them do the same with differentiating features like the Experience Engine™ - which lets you create personalized experiences for your clients by automating your ongoing Service Model. We also take your productivity a notch further with our QuickTab™ technology - which helps you to sprint through the CRM without having to wait for pages to load. Easy customizability paired with a simple design, Toolkit lets teams of all types and sizes work more effectively, boosting productivity to new heights.
No complicated pricing tiers. No confusing features. No cost to get help. Yup, Toolkit includes our best-in-class support, available at your disposal for $0. We also take security pretty seriously around here and are proud to say we pack a solid punch. Toolkit's data centers are ISO/IEC 27001 certified. So you can bet your information is safe with us.
For more information, visit www.bluesquaretoolkit.com.
Overview by
Amal Antony
