Toolkit CRM

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Business & SaaS AI

About this Tool

Toolkit 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.

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.

Pros & Cons

✓ Pros

✓Mobile apps for iOS and Android
✓Free plan or freemium pricing

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

📋 Scripts & Prompts for Toolkit CRM +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

No scripts added for this tool yet.

Browse all Business & SaaS scripts in the Vault →

🔌 MCP Servers for Toolkit CRM +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

Inkeep

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[Integration App](https://github.com/integration-app/mcp-server)** - Interact with any other SaaS applications on behalf of your customers.

GitHub

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Clarity

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[Microsoft Dataverse](https://go.microsoft.com/fwlink/?linkid=2320176)** - Chat over your business

🔓 Sign Up Free to Install

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solon

Intermediate ⭐ 2,715 📱 Claude Desktop, Cursor, Continue.dev

🔥 Java enterprise application development framework for full scenario: Restrained, Efficient, Open, Ecologicalll!!! 700% higher concurrency 50% memory savings Startup is 10 times faster. Packing 90% smaller; Compatible with java8 ~ java25; Supports LTS. (Replaceable spring)

🔓 Sign Up Free to Install

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hmk/attio-mcp-server

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

📇 ☁️ Allows AI clients to manage records and notes in Attio CRM

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Toolkit CRM +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

⚡ ZAPIER

4 ways to use marketing automation to grow your business

👆 Manual

https://zapier.com/apps/categories/marketing

⬇ Import Agent Docs

⚡ ZAPIER

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👆 Manual

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https://zapier.com/apps/categories/sales-crm

🔓 Sign Up Free to Import

🤖 CREWAI

crewai-UI-business-product-launch

👆 Manual

Streamlit UI for crewai | crewai ui

https://github.com/AbubakrChan/crewai-UI-business-product-launch

🔓 Sign Up Free to Import

🔄 N8N

Browse by category

👆 Manual

[![](https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-stage/assets/Megaphone_b2efe51ea9.svg)Marketing](https://n8n.io/workflows/)[![](https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-stage/assets/Hand_Coins_7358ef534a.svg)Sales](https://n8n.io/workflows/)[![](https://n8niostorageaccount.blob.cor

https://n8n.io/workflows/?categories=ai

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