Transform your field sales operation
10x your workforce efficiency with the mobility solution built for handling the entire sales activities and internal collaboration.
TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST
Simple & effective mobile solution, served with modularity
Lead Management
Remote working made easier – get leads assigned instantly, manage leads, access critical information, onboard customers & stay on top of business.
Team Collaboration
Equip your sales team with tools they need to engage with the internal team members so that the data is streamlined & customers can be onboarded fast.
Sales Productivity
Enable employees to understand how their performance impacts overall sales performance and provides tools to motivate and increase productivity.
Leads, customers and opportunities.
Personalized sales and activity goals.
Intelligent & automated lead distribution
Distribute leads to the right sales person
Predefine your lead distribution logic and reduce response time with different lead routing rules, eliminate manual dependencies, and automate the distribution with zero leakage.
Plan and launch your next sales campaign.
Customise according to your specific needs
Set up what you'd like your team to do. Set the actions you need your team to take with the target completion date and rewards if there are any, and get delivered directly from their mobile.
Monitor turn around time by each team
Get realtime stage visibility from the field.
Analyse and compare lead acceptance rates, every sales guy’s performance, aggregated lead velocity data, and more. All from our single lead management dashboard.
Define clear and key actions for field teams.
And accelerating your business
Allow the sales team to set their personal goals. Also, lead the way by assigning goals and targets to your team and make sure your sales strategy is properly executed.
Perform right action at key stages of sales process.
It's crucial to avoid manual dependencies
Workflows will allow you to restrict or perform certain actions based on predefined criteria, to avoid errors. Also, helps to avoid dependency by auto escalations, auto approvals etc.
Static and sharable forms to capture data
Build your custom forms with 50+ elements
Use the form builder to create custom forms without technical expertise. Enable sales team to capture data from the field and allow to share form link with customers as well.
Unified view for every lead and customer
Bring data from external sources as well
Lookup all records related to contacts, deals, cases, events, and much more. Reduce time spent switching between screens. Prepare for meetings and make informed decisions.
Some numbers from our customers
800%
HIGHER
Direct Sales Growth in 3 years
1/3
LOWER
Time Taken to Onboard
60%
INCREMENT
in Sales Productivity
80%
REDUCTION
in Manual Dependencies
Lead Management
Automate lead qualification via customer lead scoring and manage the entire lifecycle with zero lead leakage and track activities.
Lead Allocation
Automatically distribute leads to the respective sales based on custom attributes such as amount, product, branch, active leads etc.
Opportunities
Create multiple product deals with unique stages for each product. Manage upsell & cross-sell without duplicating the customer data.
Customer Visits
Plan and monitor field sales activities such as customer visit and branch visits. Auto-schedule activities for the sales team.
Customer Onboarding
Streamline and accelerate your customer onboarding journey. Configure forms for superior user experience and less TAT.
Sales Insights
Custom dashboards, share insights, answer each other's questions, and get real-time access to reports via mobile.
Document Management
Manage all customer documents digitally. Reduce lead time, accelerate decision-making & prevent costly errors.
Collaboration
Build custom forms to send internal approvals requests or deviations to managers and effectively monitor SLAs.
Integrations that Automates your Business Process
Toolyt integrates with critical internal/external tools to streamline your business, help you create and auto-assign leads and push customer data back to your system based on your business flow.
REQUEST DEMO
Let us analyse your current business flow and help you visualise the growth with a custom 1-1 demo.
You will have the option to choose from Microsoft teams / Zoom / Google Meet
“Toolyt has played a vital role for us in reducing the turnaround time for our SME loan file. And, it was very much due to different functionalities like lead management, gamification and other features used by different teams in different departments to collaborate and gain every information in real-time at their fingertips via Toolyt mobile CRM.”
Divya Verma
PDEG Chief Manager, SK Finance - Jaipur