Complete Feature Breakdown

Everything inside Toolie.

Designed so your team spends less time clicking between software tabs and more time delivering work.

Lead Tracking & Pipeline

Keep every lead visible and organized.

Website forms, WhatsApp messages, direct phone calls, and manual enquiries feed into custom stages. Drag deals from "New enquiry" to "Quoted" to "Won".

  • Custom deal pipelines for different services or product lines
  • Automatic lead assignment across team members (round-robin)
  • Detailed timeline of calls, notes, emails, and invoices on every contact card
Toolie pipeline and opportunities lead tracking board
Toolie multi-channel team inbox with WhatsApp, email, and contact details
Multi-Channel Inbox

One inbox for email, WhatsApp & SMS.

Stop having half a conversation in your Gmail and the other half on someone's personal mobile. With Toolie, your business uses one shared WhatsApp number and unified email threads.

  • Internal team mentions and private notes inside customer chat threads
  • Saved message snippets to answer repetitive questions in 1 click
  • Send booking links or Stripe payment links straight into the chat
Automated Scheduling

Let clients book without the email ping-pong.

Say goodbye to separate Calendly bills. Toolie booking widgets sync live with Google Calendar, Microsoft 365, and Outlook.

  • Automated SMS and WhatsApp reminders 24h and 1h before appointments
  • Take booking deposits or full payment at the exact time of booking
  • Configurable buffer times, minimum notice periods, and staff availability
Toolie automated calendar booking and appointment setup
Invoice #TL-2048
Due upon receipt · GBP (£)
Instant Pay Link
Quarterly Marketing Retainer£750.00
VAT (20%)£150.00
Total Due£900.00
Invoicing & Quotes

Get proposals signed and paid faster.

Create professional estimates, contracts with built-in legal e-signatures, and click-to-pay invoices powered by Stripe.

  • Automatic payment reminders sent before and after due dates
  • Legally compliant digital contract signatures with audit trails
  • Supports recurring subscriptions, retainers, and split payment milestones
Visual Automation

Put the repetitive admin on autopilot.

Set up simple "If this happens, do that" rules without writing a single line of code. Trigger follow-ups when forms submit, appointments finish, or invoices are marked paid.

  • Pre-built workflow recipes for client onboarding and appointment confirmations
  • Conditional branch logic (e.g. if VIP client, assign to director)
  • Automated review requests sent via SMS 2 hours after a job is completed
Toolie visual automation workflow builder: Job Complete Follow-up recipe
Websites & Funnels

Build your website without another subscription.

Create your website, landing pages and sales funnels with a simple drag-and-drop builder. Hosting, forms and blogs are all included, and every enquiry lands straight in your Toolie pipeline.

  • Ready-made templates for service pages, lead magnets and booking funnels
  • Built-in forms, surveys and quizzes that tag and track every lead
  • Connect your own domain with free SSL and fast, mobile-friendly pages
struthhub.com
Website and funnel built with Toolie
Bloom & Co. drag-and-drop email and campaign design created in Toolie
Email, WhatsApp & SMS Marketing

Stay in touch without the copy-and-paste.

Send newsletters, offers and nurture campaigns to the right people at the right time. Your contacts, tags and pipeline stages are already in Toolie, so there's no list exporting to Mailchimp.

  • Drag-and-drop email builder with reusable templates and your brand colours
  • Bulk SMS and email broadcasts filtered by tags, services or pipeline stage
  • Open, click and reply tracking so you know what's actually working
Social Media Planner

Plan a month of posts in one sitting.

Schedule content to Facebook, Instagram, LinkedIn, TikTok and Google Business Profile from one shared calendar. No more logging in and out of five apps to post the same thing.

  • Bulk upload and schedule posts weeks in advance
  • Preview how each post looks on every platform before it goes live
  • Comments and DMs land in your Toolie inbox, so nothing gets missed
Toolie Social Planner calendar view with scheduled posts across Instagram, Facebook, LinkedIn and Google
SK
"Booked in minutes and reminded by text. Brilliant service."
JT
"They replied to my WhatsApp in seconds. Highly recommend."
4.9
Google rating
Reviews & Reputation

Turn happy clients into five-star reviews.

Ask for reviews automatically after every job, then reply to them without leaving Toolie. More reviews means more trust, better Google rankings and more enquiries.

  • Review requests sent by SMS, WhatsApp or email with a one-tap Google link
  • Reply to Google and Facebook reviews from one dashboard
  • Display your best reviews on your website with an auto-updating widget
AI Assistant

Never miss an enquiry, even after hours.

Toolie's AI answers website chats and messages for you, books appointments into your calendar and picks up the phone when you can't. It handles the first conversation so you can step in when it matters.

  • AI chatbot that answers FAQs and books calls straight from your website
  • AI voice receptionist that takes calls, captures details and books appointments
  • AI writing help for emails, social captions and message replies
Toolie AI
Hi! I'd like to book a consultation this week.
Of course! I have Thursday at 2pm or Friday at 10am free. Shall I book you in?
Thursday 2pm please.
Booked. You'll get a confirmation by text shortly.
Toolie courses and memberships portal view with lessons, progress tracking and community hub
Courses & Communities

Share what you know and build a loyal following.

Host online courses, paid memberships and private client communities in the same place you run your business. Members log in to a branded portal, and payments are handled for you.

  • Unlimited courses with video lessons, drip content and progress tracking
  • Private community spaces with posts, comments and group discussions
  • Sell one-off courses, monthly memberships or free lead-magnet content

Toolie vs The Fragmented Stack.

Compare what your daily operation looks like with 7 disconnected apps versus 1 unified Toolie workspace.

Capability
Separate Apps
Toolie Platform
Monthly Cost
£250 - £600 / mo
From £69 / mo
Contact Synchronization
Messy Zapier webhooks that break
Native single database
Client Communication
Scattered across 5 inboxes & phones
1 shared thread (Email, WhatsApp, SMS)
Logins & Passwords
8 different logins per staff member
1 single login (login.toolie.app)
Team Onboarding
Weeks of training across multiple tools
1 afternoon to master