TOOLKIT CRM
CRM for Financial Advisors
About
Manage client relationships and daily tasks for financial professionals on the go. This mobile app syncs with your existing account to keep your calendar, contacts, and notes organized.
What's New in TOOLKIT CRM
10.0.1
October 28, 2026
bug fixes and improvements.
Developer apps
FAQ
What is TOOLKIT CRM?
TOOLKIT CRM is a mobile application designed for financial advisors and their teams. It allows users to manage client relationships, appointments, tasks, and notes directly from their mobile devices.
Is TOOLKIT CRM free to use?
Yes, TOOLKIT CRM is available for free. There are no upfront costs or subscription fees associated with downloading and using the application.
What devices does TOOLKIT CRM support?
Currently, TOOLKIT CRM is supported on iPhones. Compatibility with other devices may be added in future updates.
How often is TOOLKIT CRM updated?
The latest version of TOOLKIT CRM is 10.0.1, and it was last updated on October 28, 2026. This indicates a commitment to regular updates and improvements.
Does TOOLKIT CRM have ads?
No, TOOLKIT CRM does not contain advertisements. Users can expect an ad-free experience while managing their client information and tasks.
How does TOOLKIT CRM sync with the web app?
The mobile companion app connects to your organization's existing TOOLKIT web account. This ensures that all your client data, appointments, and tasks are synchronized seamlessly between your mobile device and the web platform.
What kind of information can I manage with TOOLKIT CRM?
You can manage your calendar and appointments, create and complete tasks, access and update client contacts and accounts, and capture notes with the ability to attach photos or documents.
What is the age rating for TOOLKIT CRM?
TOOLKIT CRM has an age rating of 4+. This means it is suitable for users of all ages, with no mature content restrictions.
