The mobile first Sales Enablement Platform

10x your workforce efficiency with the mobility solution built for handling the entire sales activities and internal collaboration.

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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.

Banking & Lending

Streamline Customer Onboarding

Integrate India Stack and efficient KYC with OCR.

Insurance

Improve Relationships

Interactions with Customers, Agents, and Branches.

Healthcare & Pharma

Customer Data Enrichment

Capture market trends & competitor performance.

Other

Sales Acceleration with Collaboration

Quicker decision-making, enhanced problem-solving.

Highlights

Transform your field sales operation

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.

Lead Management

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

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Sales Activities

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

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Customer Onboarding

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

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Boost Productivity & Enable Collaboration

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

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Improve Sales Activities by 60%

Intelligent Personal Assistant for Actionable Insights

Dot Automates 90% of data entry, boosting productivity and enhancing customer relationships. Schedule a demo to witness the future of efficient sales management!

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Embedded Analytics Software

Give your end users the ability to build dashboard

Enable users to make informed decisions and take action with real-time data, seamlessly integrated within both mobile and web platforms.

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Automates your Business Process

Toolyt integrates with essential tools to streamline your business, automate lead management, and sync customer data based on your workflow.

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Healthcare case study

Improved user adoption, resulting in real-time data visibility into secondary sales with seamless two-way integration to Salesforce.

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improvement in sales visibility

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How to achieve zero lead wastage

Eliminated lead leakage by efficiently assigning leads from multiple sources with predefined rules, escalations, and auto-assignments.

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better engagement with leads

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NBFC CRM Case Study

Reduced their lead-to-disbursement journey by one-third, thanks to auto deviations and KYC tool integration, resulting in lower TAT.

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increase in disbursements