Brett Rogers, Founder
What is 247Toolset?
• 247Toolset helps you better manage and
coordinate the resources within your
organization by allowing those resources to
create a profile of their skills and talents for
your organization's inventory.
• Or, more simply: a contact management tool
on steroids that your organization can have for
only $19.95 per month.
• You invite your constituents to become a
resource and create a profile.
• Each resource describes their willingness to
get involved using attributes beneficial to your
• 247Toolset helps you get it done by making it
easy for you to manage your organization's
correspondence, action items, and resources.
– Integrated Correspondence Tracking
– Integrated Project / Action Item Management
– Integrated Resource Search / Engagement
A Screenshot Demo
• Let's say you take a call from Wendell at your
accounting firm. He wants you to come to his
office and spend time going over your
organization's tax return.
• You might need help gathering the proper
documents before you get to the accountant's
office, to save time and money.
• What follows is how that would happen using
Take the Call
• You start by clicking into the Correspondence
module of 247Toolset and choosing "Add
Select the Contact
Fill in the Details of the Call
• Note that you can promote Correspondence
to a Project / Action Item when you click Save
View the Correspondence
Navigate to View the Project
Add a Tax Expert Role to the Project
From There, You Go Right to Search...
Look for Someone
with a Background in Accounting
The Request Process
• From within your pool of resources, you don't
know right away who is willing to help you -
but 247Toolset makes it easy for you to find
likely candidates, and send a request for
engagement to them by email.
• Here's how...
Filter, then Add Them to Cart
Checkout and Send the Request
Elapsed Time: 3 Minutes
What Each Resource Receives in Email
Your Project Dashboard
• From your Project's Dashboard, you'll be able
to monitor who has stepped forward to get
that's just the
helps you do.
There is no other
platform like it.
Your 247Toolset Portal
• Each 247Toolset portal is its own web site,
adjacent to your current web site, skinned to
mimic your branding.
• The data entered into your 247Toolset portal
is yours and will never be shared, given, or
sold to anyone else.
• The attributes you use to inventory your
resources are customizable to your needs.
All That Capability...
...for less than $1 per day!
Who uses 247Toolset?
Non-profits, staffing companies, churches,
politicians, schools... any organization that
needs to save money and be more effective.
Contact 247Toolset for a personal demo
and learn how your organization
can save money and be more effective