Toolyt is a mobile-first sales enablement platform and field CRM. It handles lead management, geo-tagged customer visits, digital onboarding and KYC, document management, partner engagement and embedded analytics for field sales teams in regulated industries.

Which industries use Toolyt?

Toolyt is used by lending and NBFC businesses, banks, insurance companies, pharmaceutical and healthcare organisations, and medical device manufacturers that run distributed field sales and service teams.

How is Toolyt different from a traditional CRM?

Traditional CRMs are designed for desk-based inside sales. Toolyt is built mobile-first for field execution: offline-capable data capture, geo-tagged visits, document collection with OCR, business rule driven workflows, and admin-configurable forms and flows that change without a development cycle.

Does Toolyt integrate with our existing systems?

Yes. Toolyt integrates with core systems, LOS and LMS platforms, Salesforce, KYC and India Stack services, telephony, marketing sources and internal APIs, with two-way sync based on your workflow.

Is Toolyt secure and compliant?

Toolyt is ISO 27001:2022 certified, AICPA SOC 2 audited and GDPR aligned, with granular role-based access control across every module.

469 KYCs verified in the last 2 hours

Sales infrastructure to grow your revenue.

Capture leads, run field visits and onboard customers - mobile first, from first touch to disbursement.

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9:41Toolyt

Loan origination

Journey on mobile

Lead generated

Web form · Rahul Sharma

Continue on mobile

Lead to disbursement — every step completed on a phone, online or offline.

Platform

Build workflows,
Built for agility

Simple & effective mobile solution, served with modularity. Customise & build your business-specific forms and flows on the fly. Streamline your sales operation, schedule call with our expert today.

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Form builder: Build business-specific forms without a release cycle.
Business rules: Auto-allocation, scoring and escalations, configured by admins.
Offline first: Field teams keep working with no network, data syncs later.

Banking & Lending

Streamline Customer Onboarding

India Stack and OCR-based KYC.

India Stack & OCR KYC
Deviation & approval rules

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Insurance

Improve Customer Relationships

Engage customers, agents and branches.

Agent & branch connect
Renewal & claim tracking

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Healthcare & Pharma

Customer Data Enrichment

Capture market trends and competitor data.

Geo-tagged doctor visits
Market & competitor intel

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Other

Lead Management & Visits

Capture leads, score intent and track every field visit.

Auto capture & scoring
Geo-tagged field visits

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Field sales

Transform your field sales operation

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For enterprises, every change request can mean added costs and delays. With Toolyt, you sidestep these hurdles, empowering admins to make swift changes in to business flows - across lead capture, field visits and customer onboarding.

Lead Management

Centralize, prioritize, and engage prospects with auto allocation, Lead scoring, Deduplication etc.

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Toolyt lead management screen with lead score and status

Sales Activities

Manage geo-tagged visits, and other custom activities for internal, partner, or customer needs and gain actionable insights.

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Toolyt geo-tagged customer visit activity card

Customer Onboarding

Streamline document collection, validate data in real-time, monitor TAT, and optimize processes with our mobile-first solution

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Toolyt document collection and validation status for Aadhaar, driving licence and insurance

Realise value faster with dedicated experts

Implementation. Guided rollout with configuration of your forms, business rules and approval flows.

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Integrations. Connect your core banking, LOS, LMS or ERP stack with secure APIs and India Stack services.

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Support plans. Ongoing assistance and day-to-day support for technical questions with tiered plans.

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Run the entire field journey on one platform. From the first lead to a disbursed, onboarded and serviced customer - collaboration, an intelligent assistant and analytics work together in a single workflow.

Reduce TAT with effective collaboration. With better teamwork, onboarding gets quicker. In fact, good team collaboration can make things 30% faster. With Toolyt, you'll onboard customers swiftly and with ease.

Shared queues & handoffs
Escalations with SLA clocks
One thread per customer file

Learn more about field collaboration

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Auto-logged calls & visits
Next-best-action nudges
Daily beat plan for every rep

Explore intelligent sales assistant features

Give your end users the ability to build dashboards. Enable users to make informed decisions and take action with real-time data, seamlessly integrated within both mobile and web platforms.