Workflows that Work
WORKFLOWS FOR FINANCIAL ADVISORS WITH BUSINESS CLIENTS
Financial Advisors and teams using Toolkit have been automating workflows like onboarding, quarterly reviews, and tax planning for individual clients since day one.
But what happens when you work with businesses?
For most firms, managing corporate clients still feels manual - endless email threads, scattered checklists, and no visibility into who's doing what or when. Processes break down. Things slip through the cracks.
Toolkit CRM Fast-Tracks Your Corporate Relationships
That's why we've built Business Workflows - automated, repeatable processes you can run directly on company records.
So when you bring on a new business client, Toolkit takes care of the coordination for you. No more manual coordination or dropped balls.
Just pick your "Company Onboarding Workflow" and Toolkit does the heavy lifting - assigning each step to your team as needed: document collection, reviews, calls, follow-ups, and whatever comes next.
Every step is automated and tracked, so nothing slips through the cracks.
Now your firm can deliver the same level of clarity, speed, and consistency to businesses as you already do for individuals - without adding more work to your day.
Here's how to use it:
Step 1: Go to "Accounts" and open any company record
Step 2: Click "Apply Process" and choose an automated process
and just like that - voila!
You've now initiated an automated process that is connected to the company record.
What feature would you like us to build next?
Share the next feature you want to see and help shape our roadmap.
To your continued success!
Amal Antony, TOOLKIT CRM
