Integrations

Solutions
CUSTOMER ENGAGEMENT

INTERNAL COLLABORATION

SALES ENABLEMENT

CUSTOMER ENGAGEMENT

Lead Management

Mobile solution to qualify leads, manage lead type and stages

Lead Distribution

Allocate leads automatically based on the business logic and save time.

Lead Scoring

Score leads at every stage based on customer data for better decisioning

Customer Visits

Manage customer activities such as visits, calls, followup, etc.

Customer Onboarding

Collect data at every stage with custom forms and workflows.

Document Management

Collect documents from mobile with the help of OCR and approvals.

Partner Management

Onboard partners and manage lead and onboarding together

Payment Collection

Allocate payment collection schedule and keep track with mobile app

Underwriting

Automatic underwriting with 3rd party integrations and automations.

INTERNAL COLLABORATION

Collaboration

Improve turn around time with internal team collaboration.

Connect

Two way one on one and group conversation and data sharing

Broadcast

Educate field team with the instant one way trackable content

Approvals

Create automated or manual approvals and track time taken.

Jobs

Collect and monitor customer complaints or concerns

Tasks

Assign and allocate tasks to field sales team, and monitor realtime.

SALES ENABLEMENT

Sales Productivity

Increase team's productivity and encourage to sell more.

Leaderboard & Gamification

Run and internal sales premium league with custom targets.

Campaigns

Run sales campaign with rewards to motivate team.

My Goals

Allow sales team to create their own personal targets and goals.

Key Performance Index (KPI)

Build customer KPIs and allocate scores to compare performance

Insights

Analyse and understand the performance via mobile app.
Industry
Pricing
Security
Insights
Resources

Integrations to Automate your Complete Business Process

Toolyt integrates with crucial 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.

Integrate within your ecosystem

Consolidate customer data from all the tools that you are already using to build a unified view of your customers

Salesforce CRM

Freshdesk

QuickBooks

Google Calendar

Zoho

Oracle Siebel

Microsoft Dynamics

CIBIL

Communicate with customers: SMS & Email

Run Campaigns, onboard your tele-calling team and send mass communication, etc.

Sendy.co

MailChimp

Twillio

Knowlarity

Build your with our REST API & Webhooks

Webhooks & API

Interested in running a pilot?

Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.

SCHEDULE DEMO

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