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.

  • LEAD DISTRIBUTION
  • CAMPAIGNS
  • TAT MONITORING
  • GOALS & TARGETS
  • RULE ENGINE
  • FORMS
  • CUSTOMER 360°
LEAD DISTRIBUTION

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.

CAMPAIGNS

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.

TAT MONITORING

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.

GOALS & TARGETS

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.

RULE ENGINE

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.

FORMS

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.

CUSTOMER 360°

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

Customizable & flexible business-specific workflows built for all industries

A customizable mobile CRM solution to solve your business use cases & enhance scalability

Lending

Banking

Finance

Insurance

B2B

Manufacturing

Medical Devices

Healthcare

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

A guide to forecasting sales - Handbook for field sales teams

View more Resources

“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