Blue Square Toolkit
The Blue Square Toolkit CRM is a user-friendly, web-based client management solution tailored for financial professionals and small teams. It offers unlimited features for a monthly per-user price, ensuring no hidden contracts. With innovative tab navigation, professionals can efficiently track client interactions and vital information, all secured with bank-grade encryption.
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Top Blue Square Toolkit Features
- Unlimited user access
- No long-term contracts
- 14-day free trial
- Best practices integration
- Innovative tab navigation
- Real-time client communication tracking
- Secure bank-grade encryption
- Geo-redundant data storage
- Multi-tab viewing capability
- Quick record switching
- Family information tracking
- Occupational interests tracking
- Recreational interests tracking
- Financial data management
- Customizable task management
- Comprehensive reporting tools
- Knowledgeable support team
- Flexible monthly pricing
- User-friendly interface
- Client relationship building tools
