TOOLKIT CRM vs capient CRM

TOOLKIT CRM keeps your client relationships and daily work within reach. Built for financial professionals and their teams, the mobile companion app connects to your organization’s existing TOOLKIT account so you can stay organized wherever your day takes you. • Manage your calendar and appointments. • Create, update and complete tasks. • Access and update client contacts and accounts. • Capture notes and attach photos or documents. • Keep your work connected with the TOOLKIT web app.

Run your business with the capient CRM App on your Smartphone or Tablet. Access all important CRM functions of the capient CRM Platform on the go. You have real-time access to all customer data including contact details. In conjunction with your in-car navigation system, you can be navigated to your customers - never type in an address again!   Your personalized dashboard provides you with data about your performance with all relevant KPIs. Always up to date * The built-in calendar keeps track of all your appointments and reminders * View inquiries and offers on the go With the capient CRM app, you always have your current data with you. With the capient CRM app, you always have your current data with you. Never miss a deal again With push notifications, you'll receive updates on your business transactions as they occur - such as a customer's quote acceptance, an appointment reminder, or the like. Work securely on the move Work safely and securely even when you're on the move - your data is transmitted in secure encrypted form. The capient CRM app for iPhone or iPad is your mobile business companion.