G2

Johnathan S.

Wealth Advisor

Small-Business (50 or fewer emp.)

6/23/2025

"Best CRM to use as a financial advisor"

5/5

What do you like best about Toolkit CRM?

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. Review collected by and hosted on G2.com.

What do you dislike about Toolkit CRM?

The reporting could be a bit more visual - it's very powerful, but not always the prettiest to look at. Review collected by and hosted on G2.com.

What problems is Toolkit CRM solving and how is that benefiting you?

The constant confusion of tracking what's actually been done. I was always flipping through my notebook trying to figure out if I'd already called someone or sent that follow-up email. My assistant had zero visibility into my workflow, so she couldn't help me stay on top of things. I tried probably four different CRMs before this, but they all overcomplicated everything with features I didn't need. With Toolkit, every task, appointment, automated activity, and client event syncs directly to their profile - this is huge for me and for compliance. Everything's in one place, which is honestly awesome. No more guessing, no more double-checking my notes. Review collected by and hosted on G2.com.