BLUE SQUARE APPS

Blue Square Toolkit CRM is a web-based, full suite client management solution ideally suited for financial professionals and small teams that want a simple solution that works... Build the foundations for client-focused relationships that transcend money. We understand providing customized attention and an exceptional client service is your value proposition, that's why the Toolkit CRM is centered on client relationships and gives your team the structure and tools to easily collect and track the information that is most important to them right within the contact record... A major component to delivering an exceptional client experience is consistency. When your clients can count on your team and your process, your credibility goes up, trust deepens. Don't let the process reside in your head alone, we've designed the Toolkit to be your co-pilot™ and run the important processes you trigger, ensuring the right team member is executing the right task at the right time.

Also known as: Blue Square Apps Inc., Blue Square Toolkit

Primary location: Kelowna Canada