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

Collection of eBooks, white papers and case studies

VIDEO

Role of NBFC post covid (Recorded webinar)

CASE STUDY

How sales automation enables NBFC to improve sales

More Resources

ONE PAGER

Driving channel partner management via Toolyt mobile CRM

WHITE PAPER

Field sales automation handbook

WHITE PAPER

How to choose right CRM

WHITE PAPER

Mobile CRM - Buyers guide for field sales reps

COMPENDIUM

Frontline acceleration via gamification

ONE PAGER

Insurance CRM: Improved collaboration & efficiency

CASE-STUDY

ABHFL Case Study - Zero Lead Wastage

CASE-STUDY

Healthcare Case study - Monitoring Channel Sales with Toolyt

New shorts

Follow us for more shorts & updates >

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

Contact us

Recent Blogs!

See all blogs

Collection of eBooks, white papers and case studies

More Resources

New shorts

Follow us for more shorts & updates >

Interested in running a pilot?

Recent Blogs!

4 Reasons Why Customer 360 is important to Close More Deals

5 Benefits of Insurance CRM for Insurance Agents

A Guide to Effective Lead Management CRM