Conversation with context
Open a lead and see the discussion about it - documents, decisions and history in one thread.
- Record-level threads
- Attach documents and photos
- Mentions with notifications
Secure team messaging built into your sales workflow
Discuss a deal where the deal lives. Connect keeps conversation, context and approvals on the same record - not scattered across personal chat apps.
- -40%
- internal follow-up time
- In-context
- chat on every record
- Enterprise
- grade encryption
- Zero
- data on personal apps
Conversation where the deal actually lives.
Record-level threads, approvals and mentions with full retention.
Talk to us- Contextual threads
- Chat attached to a lead, visit, file or approval - never a separate silo.
- Groups and roles
- Branch, team and product groups managed by role, not by phone number.
- Governed
- Retention, export and access controls that satisfy audit.
Faster decisions in the field
Reps reach credit, ops or a manager instantly and get an answer while still with the customer.
- Escalate from any record
- Approval requests in-thread
- Read receipts and SLAs
Company data stays company data
Customer conversations stop leaking to personal messaging apps that you cannot audit or retain.
- Encrypted at rest and in transit
- Policy-based retention
- Full export for audit
Replace the group chats you cannot audit. Team communication with the same governance as the rest of your CRM.
Contextual
Every message is tied to the record it is about.
Private by default
Encryption, role-based access and retention built in.
Reaches reps instantly
Push notifications that reach reps on the road.
How is Connect different from a normal messaging app?
Connect attaches every conversation to the CRM record it concerns - a lead, visit, document or approval - and applies enterprise retention, encryption and access controls, so sales discussions stay auditable instead of living on personal chat apps.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Boost Sales Team Communication?
- Ensure 2-way interaction between the sales team and the internal team or managers to help you improve response time and serve customers faster. Also, no scope for data leakage!
- How does Toolyt support $ to tag a deal?
- Instantly suggest and share deal profiles with supervisors or managers, enabling seamless access to deal information.
- How does Toolyt support # to tag a customer?
- A simple tap lets you view the user’s profile, streamlining collaboration without the hassle of searching through directories.
- How does Toolyt support @ to tag a team member?
- Suggests relevant leads and customers as you type, allowing you to quickly share information with supervisors or managers.
- How does Toolyt support stay connected with your team members?
- Stop connecting and sharing data with your team over public chatting tools to ensure data security.
Start offering your field sales team a better selling experience
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.