1<!doctype html> 2<html class="no-js" lang="en"> 3 <head> 4 <meta charset="utf-8"> 5 <meta http-equiv="x-ua-compatible" content="ie=edge"> 6 <title>Demo of the Toolkit CRM</title> 7 <link rel="canonical" href="https://toolkitcrm.com/demo.html" /> 8 <meta name="description" content="Get connected with a product expert to get a one-on-one demo of Toolkit. We'll help you figure out whether Toolkit is the right fit. No pitch decks, no sales talk, no BS."> 9 <meta name="viewport" content="width=device-width, initial-scale=1"> 10 <meta http-equiv="Cache-control" content="public"> 11 12 <!-- Open Graph for Linked In --> 13 <meta property="og:title" content="Demo of the Toolkit CRM"> 14 <meta property="og:description" content="Get connected with a product expert to get a one-on-one demo of Toolkit. We'll help you figure out whether Toolkit is the right fit. No pitch decks, no sales talk, no BS."> 15 <meta property="og:url" content="https://toolkitcrm.com/demo.html"> 16 <meta property="og:image" content="/images/logo/toolkit-crm-logo-by-pareto.png"> 17 <!-- End Open Graph for Lined In --> 18 19 <link rel="author" href="humans.txt"> 20 <link rel="apple-touch-icon" href="/apple-touch-icon.png"> 21 22 <!-- Place favicon.ico in the root directory --> 23 <link rel="icon" href="favicon.ico" type="image/x-icon"> 24 <link rel="shortcut icon" href="favicon.ico" type="image/x-icon"> 25 26 <link rel="preload" href="/css/normalize.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 27 <noscript><link rel="stylesheet" href="/css/normalize.css"></noscript> 28 <link rel="preload" href="/css/root.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 29 <noscript><link rel="stylesheet" href="/css/root.css"></noscript> 30 <link rel="preload" href="/css/main.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 31 <noscript><link rel="stylesheet" href="/css/main.css"></noscript> 32 <!-- 33 <link rel="preload" href="/css/main/contact.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 34 <noscript><link rel="stylesheet" href="/css/main/contact.css"></noscript> 35 --> 36 <link rel="preload" href="/css/screen.css?09292026" as="style" onload="this.onload=null;this.rel='stylesheet'"> 37 <noscript><link rel="stylesheet" href="/css/screen.css?09292026"></noscript> 38 39 <link rel="preload" href="/css/main/index.css?09292026" as="style" onload="this.onload=null;this.rel='stylesheet'"> 40 <noscript><link rel="stylesheet" href="/css/main/index.css?09292026"></noscript> 41 <link rel="preload" href="/css/main/demo.css?09292026" as="style" onload="this.onload=null;this.rel='stylesheet'"> 42 <noscript><link rel="stylesheet" href="/css/main/demo.css?09292026"></noscript> 43 44 <link rel="preload" href="/css/mobile.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 45 <noscript><link rel="stylesheet" href="/css/mobile.css"></noscript> 46 <link rel="preload" href="/css/mobile_ipad.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 47 <noscript><link rel="stylesheet" href="/css/mobile_ipad.css"></noscript> 48 <link rel="preload" href="/css/mobile_iphone.css" as="style" onload="this.onload=null;this.rel='stylesheet'"> 49 <noscript><link rel="stylesheet" href="/css/mobile_iphone.css"></noscript> 50 51
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63 64 65 <!-- Plugins --> 66 67 <!-- Carousel --> 68 <link rel='preload' href='/lib/plugins/carousel/css/style.css' as='style' onload='this.onload=null;this.rel="stylesheet"'> 69 <noscript><link rel='stylesheet' href='/lib/plugins/carousel/css/style.css'></noscript> 70
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129<script> 130 window.ap3c = window.ap3c || {}; 131 var ap3c = window.ap3c; 132 ap3c.cmd = ap3c.cmd || []; 133 ap3c.cmd.push(function() { 134 ap3c.init('ZEArmBoNKcetfjZxdG9vbGtpdGNybQ', 'https://tracking.bluesquaretoolkit.com/'); 135 ap3c.track({v: 0}); 136 }); 137 ap3c.activity = function(act) { ap3c.act = (ap3c.act || []); ap3c.act.push(act); }; 138 var s, t; s = document.createElement('script'); s.type = 'text/javascript'; s.src = "https://tracking.bluesquaretoolkit.com/app.js"; 139 t = document.getElementsByTagName('script')[0]; t.parentNode.insertBefore(s, t); 140 </script>
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147<!-- End Google Tag Manager (noscript) --> 148 149 <div id='overlay' class='overlay'></div> 150 <!--[if lt IE 8]> 151 <p class="browserupgrade">You are using an <strong>outdated</strong> browser. Please <a href="http://browsehappy.com/">upgrade your browser</a> to improve your experience.</p> 152 <![endif]--> 153 154 <div class='main'> 155 <!-- Add your site or application content here --> 156 157 <div id='main_header' class='main_header main_header_adj main_header_adj_white main_header_padding_top'> 158 <div id='main_header_container' class='flex_container flex_justify_start flex_align_center main_header_container_adj'> 159 <div class='flex_sub_container'> 160 <a id='header_logo' href='/'> 161 <img src='/images/logo/toolkit-crm-logo-by-pareto.png' alt='Blue Square Toolkit' class='main_header_logo' /> 162 </a> 163 </div> 164 <div class='flex_sub_container main_header_menu_outer'> 165 <div class='flex_container flex_align_center flex_justify_start main_header_menu_container'> 166 <div id='main_header_menu_features' class='flex_sub_container main_header_menu_item'>Features</div> 167 <div id='main_header_menu_demo' class='flex_sub_container main_header_menu_item'>Demo</div> 168 <div id='main_header_menu_pricing' class='flex_sub_container main_header_menu_item'>Pricing</div> 169 <div id='main_header_menu_contact' class='flex_sub_container main_header_menu_item'>Contact</div> 170 <div id='main_header_menu_blog' class='flex_sub_container main_header_menu_item'>Blog</div> 171 </div> 172 </div> 173 174 <div class='flex_sub_container main_header_menu_right_flexsub'> 175 <div class='flex_container flex_align_center flex_justify_end main_header_action_links_container'> 176 <div id='header_geo_cont' class='flex_sub_container main_header_country_select_container_top'><input id='header_country_select' type='text' class='main_header_country_select header_country_select' /></div> 177 <div class='flex_sub_container main_header_menu_right_login'><a id='main_header_login_link' href='' onclick='BlueSquareLogIn(event, "US");return false;' target='_self'>Log In</a></div> 178 <div class='flex_sub_container main_header_menu_right_flexsub_start'><a id='main_header_freetrial_button' href='/demo.html?geo=US' target='_self'><div class='button_wire_blue button_adj'>EXPLORE</div></a></div> </div> 179 </div> 180 181 <div class='flex_sub_container'> 182 <div class='header_mobile_menu_link' onclick='mobileMenuSelectOpen();'> 183 <img class='header_mobile_menu' src='/images/icons/menu-32.png' alt='Menu' /> 184 </div> 185 </div> 186 </div><div class='main_header_expanded_menu'> 187 <div class='flex_container flex_align_center main_header_expanded_menu_flex'> 188 <div class='flex_sub_container'> 189 <div class='main_header_expanded_menu_nav_item'><a id='feat_wd' href='#whats-different' class='feat_banner_button'><div class='feat_item'>What's Different?</div></a></div> 190 </div> 191 <div class='flex_sub_container'> 192 <div class='main_header_expanded_menu_nav_item'><a id='feat_coll' href='#collaboration' class='feat_banner_button'><div class='feat_item'>Collaboration</div></a></div> 193 </div> 194 <div class='flex_sub_container'> 195 <div class='main_header_expanded_menu_nav_item'><a id='feat_cde' href='#customer-data-engine' class='feat_banner_button'><div class='feat_item'>Customer Data Engine</div></a></div> 196 </div> 197 <div class='flex_sub_container'> 198 <div class='main_header_expanded_menu_nav_item'><a id='feat_cpa' href='#co-pilot-automation' class='feat_banner_button'><div class='feat_item'>Co-Pilot - Automation</div></a></div> 199 </div> 200 <div class='flex_sub_container'> 201 <div class='main_header_expanded_menu_nav_item'><a id='feat_rc' href='#report-center' class='feat_banner_button'><div class='feat_item'>Report Center</div></a></div> 202 </div> 203 <div class='flex_sub_container'> 204 <div class='main_header_expanded_menu_nav_item'><a id='feat_es' href='#email-sync' class='feat_banner_button'><div class='feat_item'>Email Sync</div></a></div> 205 </div> 206 <div class='flex_sub_container'> 207 <div class='main_header_expanded_menu_nav_item'><a id='feat_cust' href='#customization' class='feat_banner_button'><div class='feat_item'>
207Customization</div></a></div> 208 </div> 209 <div class='flex_sub_container'> 210 <div class='main_header_expanded_menu_nav_item'><a id='feat_ma' href='#mobile-app' class='feat_banner_button'><div class='feat_item'>Mobile App + more</div></a></div> 211 </div> 212 </div> 213 </div></div> 214 215 <div id='header_mobile_menu_container' class='header_mobile_menu_container'><div class='flex_container flex_flow_column header_mobile_menu_content'><div class='flex_sub_container'><div class='header_mobile_close_content'><a id='header_mobile_menu_close' href='' onclick='event.preventDefault(); mobileMenuSelectOpen(); return false;'><img src='/images/icons/close-32.png' alt='Close' /></a></div></div><div class='flex_sub_container'><a id='header_mobile_menu_home' href='/' target='_self'><div class='header_mobile_menu_item'>Home</div></a></div><div class='flex_sub_container'><a id='header_mobile_menu_features' href='/features.html' target='_self'><div class='header_mobile_menu_item'>Features</div></a></div><div class='flex_sub_container'><a id='header_mobile_menu_demo' href='/demo.html' target='_self'><div class='header_mobile_menu_item'>Get Demo</div></a></div><div class='flex_sub_container'><a id='header_mobile_menu_pricing' href='/pricing.html' target='_self'><div class='header_mobile_menu_item'>Pricing</div></a></div><div class='flex_sub_container'><a id='header_mobile_menu_contact' href='/contact.html' target='_self' target='_self'><div class='header_mobile_menu_item'>Contact</div></a></div><div class='flex_sub_container'><a id='header_mobile_menu_blog' href='/blog/' target='_self' target='_self'><div class='header_mobile_menu_item'>Blog</div></a></div></div><div class='header_mobile_bottom_container'><div class='flex_container flex_flow_row flex_align_center flex_justify_start header_mobile_bottom_content'><div class='flex_sub_container header_mobile_bottom_left'><a id='header_mobile_menu_startfree' href='/demo.html?geo=US' target='_self'><div class='button_wire_trans button_adj'>Start For Free</div></a></div><div class='flex_sub_container header_mobile_bottom_center'><a id='header_mobile_menu_login' href='' onclick='BlueSquareLogIn(event, "US");return false;' target='_self'>Log In</a></div><div id='mobile_geo_cont' class='flex_sub_container header_mobile_bottom_right'><input id='header_mobile_country_select' type='text' class='main_header_country_select header_country_select' /></div></div></div></div> 216 <div id="content" class="main_content"> 217 <input id='home_ip' type='hidden' value='104.234.32.181' /><input id='geo_country_code' type='hidden' value='US' /><div class='main_container'><div class='flex_container flex_flow_column demo_top_main'><div class='flex_sub_container'><div class='main_title demo_title'>We'd love to <span class='main_text_gradient'>show you around</span></div></div><div class='flex_sub_container'><div class='main_subtitle demo_subtitle'>Get connected with a product expert to get a one-on-one demo of Toolkit.<br />We'll help you figure out whether Toolkit is the right fit. No pitch decks, no sales talk, no BS.</div></div></div><div class='calendly-inline-widget demo_calendly_widget' data-url='https://calendly.com/amal_toolkitcrm/consult_demo'></div>
217<script type='text/javascript' src='https://calendly.com/assets/external/widget.js'></script>
217<div class='home_logo_content_container'><div class='home_logo_pretext_container'></div><hr class='home_logo_carousel_hr' /><div class='home_logo_carousel_container'><ul id='demo_logo_carousel' class='home_logo_carousel'><li><img src='/images/logos/1.png' width='168px' height='60px' alt='Platinum Wealth Strategies' /></li><li><img src='/images/logos/2.png' width='168px' height='60px' alt='Perler Financial Group' /></li><li><img src='/images/logos/3.png' width='168px' height='60px' alt='Fiscal Health Institute' /></li><li><img src='/images/logos/4.png' width='168px' height='60px' alt='Financial Health Management Group' /></li><li><img src='/images/logos/5.png' width='168px' height='60px' alt='Aerie Preferred Financial Group' /></li><li><img src='/images/logos/6.png' width='168px' height='60px' alt='TN Wealth Management' /></li></ul></div><hr class='home_logo_carousel_hr' /></div><div class='home_testimonial_section demo_testimonial'><div class='home_testimonial_container'><div class='flex_container flex_align_center home_testimonial_inner'><div class='flex_sub_container home_testimonial_image_container'><img src='/images/testimonial/Ryan-Sterling.webp' alt='Ryan Sterling' height='300' width='300' /></div><div class='flex_sub_container home_testimonial_right_container'><div class='flex_container flex_flow_column'><div class='flex_sub_container home_testimonial_quote_container'><div>"The single most CRM to solve everything that's wrong with every other CRM we've used. Toolkit is Simple. Scalable. Intuitive. Innovative."</div></div><div class='flex_sub_container home_testimonial_title_container'><div class='home_testimonial_title_content'>Ryan Sterling - Director of Investments, 185MM AUM</div></div></div></div></div></div></div></div> 218 </div> 219 <!-- 220 <div class="visible_desktop" id="back_top_wrapper"> 221 <p id="back_top"> 222 <a href="#top"><span></span></a> 223 </p> 224 </div> 225 --> 226 <div id="custom_dialog" class='custom_dialog'> 227 <div id='custom_dialog_content'> 228 <img src='/images/logo/toolkit-crm-logo-by-pareto.png' alt='Blue Square Toolkit' /> 229 <div class='custom_dialog_response_text'></div> 230 </div> 231 </div> 232 </div> 233 234 <!-- FOOTER --> 235 <div class="footer"> 236 <hr /> 237 <div class='flex_container footer_content'><div class='flex_sub_container'><div class='flex_container flex_flow_column footer_copy_social'><div class='flex_sub_container footer_logo_container'>Blue Square Toolkit</div><div class='flex_sub_container footer_text'>2026 © Blue Square Apps Inc.</div><div class='flex_sub_container footer_text'>Made with <span class='footer_heart'>❤</span> in Kelowna, BC</div><div class='flex_sub_container footer_social_container'><ul class='footer_social'><li><a id='footer_social_facebook' href='https://www.facebook.com/bluesquaretoolkit' target='_blank'><img src='/images/icons/facebook.svg' alt='Facebook' /></a></li><li><a id='footer_social_linkedin' href='https://www.linkedin.com/company/blue-square-toolkit/about/?viewAsMember=true' target='_blank'><img src='/images/icons/linkedin.svg' alt='LinkedIn' /></a></li><li><a id='footer_social_twitter' href='https://twitter.com/BlueSquareApps1' target='_blank'><img src='/images/icons/twitter.svg' alt='Twitter' /></a></li><li><a id='footer_social_youtube' href='https://www.youtube.com/channel/UCpkb_5TqXP6qJ16gbLLeuvA?' target='_blank'><img src='/images/icons/youtube.svg' alt='YouTube' /></a></li></ul></div></div></div><div class='flex_sub_container'><div class='flex_container flex_flow_column footer_link_container'><div class='flex_sub_container'><div class='footer_column_title'>PRODUCT</div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_features_link' href='/features.html' target='_self'>Features</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_pricing_link' href='/pricing.html' target='_self'>Pricing</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_demo_link' href='/demo.html' target='_self'>Demo</a></div></div></div></div><div class='flex_sub_container'><div class='flex_container flex_flow_column footer_link_container'><div class='flex_sub_container'><div class='footer_column_title'>RESOURCES</div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_contact_link' href='/contact.html'>Contact Us</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_contact_link' href='/blog/'>Blog</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_contact_link' href='/changelog.html'>Changelog</a></div></div></div></div><div class='flex_sub_container'><div class='flex_container flex_flow_column footer_link_container'><div class='flex_sub_container'><div class='footer_column_title'>LEGAL</div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_security_link' href='/security.html' target='_self'>Security</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_tos_link' href='/terms-of-service.html' target='_self'>Terms of Service</a></div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><a id='footer_pp_link' href='/privacy-policy.html' target='_self'>Privacy Policy</a></div></div></div></div><div class='flex_sub_container'><div class='flex_container flex_flow_column footer_link_container'><div class='flex_sub_container'><div class='footer_column_title'>NEWSLETTER</div></div><div class='flex_sub_container'><div class='footer_text footer_link_item'><form id='newsletter_form' action='https://bluesquaretoolkit.us14.list-manage.com/subscribe/post?u=a6d596e50d07ade643c1b8231&id=8caa90c077&f_id=0059e9e0f0' method='POST' novalidate><div><div class='newsletter_sub'>Subscribe to <span class='font_light_blue font_bold'>The Weekly Square</span></div><div class='newsletter_includes'>Industry insights, CRM tips, templates, & more</div><div>No spam, no BS, unsubscribe any time.</div><div class='newsletter_input_container'><input id='mce-EMAIL' name='EMAIL' class='newsletter_form_input' type='text' placeholder='Email *' onkeydown='ClearFieldColor(this); 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249<script src="/js/google-analytics/ga-main.js"></script>
249 250 <!-- Custom Google Analytics File --> 251
251<script src='/js/google-analytics/ga-demo.js'></script>
251 252 </body> 253</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.