About
Manage your calendar, tasks, contacts, and accounts with this mobile solution designed for financial professionals. Streamline your workflow, enhance client relationships, and improve business efficiency.
What's New in Toolkit CRM
6.5
July 22, 2026
Fixes and Improvements
Developer apps
FAQ
What devices does Toolkit CRM support?
Toolkit CRM is available for iPhone and iPod devices. It is designed to be a mobile solution for managing your business on the go.
How often is Toolkit CRM updated?
The latest version of Toolkit CRM is 6.4, and it was last updated on September 18, 2025. This indicates a commitment to regular updates and improvements.
Is Toolkit CRM suitable for individuals or teams?
Toolkit CRM is ideally suited for both individual financial professionals and teams. Its features are designed to help manage client relationships and business operations efficiently.
What are the core functionalities of Toolkit CRM?
Toolkit CRM allows users to manage their Calendar, Tasks, Contacts, and Accounts. This comprehensive approach helps to uncomplicate daily operations.
What is the user rating for Toolkit CRM?
Toolkit CRM has a rating of 4.0 stars based on one user rating. This suggests a generally positive reception from its users.
Does Toolkit CRM have ads?
No, Toolkit CRM does not contain advertisements. It is a free application designed to provide a streamlined experience without interruptions.
What is the age rating for Toolkit CRM?
Toolkit CRM has an age rating of 4+, making it suitable for a broad audience. This indicates that the content is appropriate for most users.
When was Toolkit CRM first released?
Toolkit CRM was first released on July 26, 2019. It has since been updated to version 6.4.
