Introducing G2.ai, the future of software buying.Try now
Product Avatar Image

Blue Square Apps

Show rating breakdown
1 review
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
Profile Filters

All Products & Services

Product Avatar Image
Toolkit CRM

1 review

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.

Profile Name

Star Rating

1
0
0
0
0

Blue Square Apps Reviews

Review Filters
Profile Name
Star Rating
1
0
0
0
0
JS
Johnathan S.
06/23/2025
Validated Reviewer
Verified Current User
Review source: Organic

Best CRM to use as a financial advisor

Two things completely changed my practice: the service model automation and the white-glove setup. Before Toolkit, I was manually tracking birthdays and client anniversaries in a spreadsheet and missing about 40% of follow-ups. Now I have clients classified into A/B/C tiers with automated touchpoints - my quarterly check-ins happen like clockwork (I LOVE THIS). The customization is insane too. They built my contact records exactly how I needed them.

About

Contact

HQ Location:
Kelowna, CA

Social

What is Blue Square Apps?

Blue Square Apps is a dynamic software company that specializes in delivering comprehensive solutions designed to streamline business processes and enhance productivity. With a focus on creating intuitive tools for businesses of all sizes, their offerings include a robust suite of apps that cater to various operational needs, such as project management, customer relationship management, and data analytics.The cornerstone of Blue Square Apps is their user-friendly design and commitment to integrating cutting-edge technology, ensuring that each application not only meets but exceeds the modern professionals' expectations. Their website, https://www.bluesquaretoolkit.com/, serves as a portal for exploring the wide range of applications they offer, each designed to maximize efficiency and foster business growth through innovation and reliability. Whether you're looking to optimize your workflow, manage customer interactions more effectively, or analyze business data for informed decision-making, Blue Square Apps provides all the necessary tools to elevate your business strategy.Their customer support and continuous updates reflect their dedication to improving user experience and staying ahead in a rapidly evolving digital landscape, making Blue Square Apps a trusted partner in achieving operational excellence and business success.