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Bug fixes and improvements.
CRM for Financial Advisors
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.
past month, based on 1 day
Downloads
Low confidence2
From install count ÷ months since release
In-app revenue
$0
No in-app purchases
Ads
$0
No ads
Total
$0
In-app + ads
Google Play only. Downloads from daily Top free ranks (or the store's install count); in-app revenue from Top grossing ranks, calibrated on AppTweak's US estimates, or else from downloads; ads from public ad benchmarks. Not reported figures.