Toolkit CRM vs capient 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.

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.