# Toolkit CRM

> Mobile CRM for financial professionals to manage clients, tasks, and calendar. (iPhone/iPad app by Pareto Systems.)

- Source: https://appshunter.io/ios/app/toolkit-crm/id1472002787 (this page in markdown: same URL + `.md`)
- Developer: [Pareto Systems](https://appshunter.io/developer/1447721416)
- Category: Business
- Price: Free
- Rating: 4.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 26 MB
- Languages: American English
- Released: 2019-07-26
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/toolkit-crm/id1472002787/reviews.md

## What is Toolkit CRM?

This is the free mobile app for the Toolkit CRM, which is ideally suited for financial professionals and teams that want a simple solution that works. Manage your Calendar, Tasks, Contacts, and Accounts on the go, so that you can uncomplicate your life, build better client relationships, and run a more efficient and profitable business.

## Key features

- Calendar Management
- Task Management
- Contact Management
- Account Management
- Client Relationship Building
- Business Efficiency Tools


## Frequently asked questions about Toolkit CRM

### 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.

## Version history (last 5 releases)

### 6.6 — 2026-08-20

Xcode 26 UI Improvements

### 6.5 — 2026-07-22

Fixes and Improvements

### 6.4 — 2025-09-18

Bug Fixes and UI Improvements

### 6.3 — 2025-07-30

Bug Fixes and UI Improvements

### 6.2 — 2025-04-08

Performance Improvements and Fixes

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## More apps by Pareto Systems

- [Pareto Systems](https://appshunter.io/ios/app/pareto-systems/id1447721417)

All apps by Pareto Systems: https://appshunter.io/developer/1447721416

## Related topics

[pareto systems](https://appshunter.io/ios/topics/pareto-systems) · [trella marketscape crm](https://appshunter.io/ios/topics/trella-marketscape-crm)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*