Toolkit
HQ Address
#101 – 1593 Sutherland Avenue, Kelowna, BC V1Y 5Y7, Canada
Website Address
Business introduction
The operating system for exceptional client relationships
Effortlessly manage your day and create a consistent client experience
Toolkit is a cloud-based customer relationship management (CRM) software that helps financial 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.
Toolkit Solutions
Toolkit
Take your clients from zero to advocates The first ever Advisor CRM to have your service model and packages built-in. Creating a loyal clientele can take a long time, requires a lot of attention, and demands a long-term vision. Who said simplicity doesn't matter We are obsessed with simplicity for the end user.......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
