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Remote working made easier – get leads assigned instantly, manage leads, access critical information, onboard customers & stay on top of business.
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.
Enable employees to understand how their performance impacts overall sales performance and provides tools to motivate and increase productivity.
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.
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.
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.
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.
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.
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.
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.
Direct Sales Growth in 3 years
Time Taken to Onboard
in Sales Productivity
in Manual Dependencies
Automate lead qualification via customer lead scoring and manage the entire lifecycle with zero lead leakage and track activities.
Automatically distribute leads to the respective sales based on custom attributes such as amount, product, branch, active leads etc.
Create multiple product deals with unique stages for each product. Manage upsell & cross-sell without duplicating the customer data.
Plan and monitor field sales activities such as customer visit and branch visits. Auto-schedule activities for the sales team.
Streamline and accelerate your customer onboarding journey. Configure forms for superior user experience and less TAT.
Custom dashboards, share insights, answer each other's questions, and get real-time access to reports via mobile.
Manage all customer documents digitally. Reduce lead time, accelerate decision-making & prevent costly errors.
Build custom forms to send internal approvals requests or deviations to managers and effectively monitor SLAs.
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.
PDEG Chief Manager, SK Finance - Jaipur