Mobile-first sales enablement
Qualify only the prospects worth pursuing with lead scoring on your own business rules, then schedule and log meetings from the phone.
- Configurable lead scoring
- One-tap meeting logging
- Offline-ready updates
B2B CRM built for complex, multi-stage selling
Manage long sales cycles, multiple decision makers and multi-pipeline businesses with a CRM your field team will actually update.
- Pipelines
- Multiple stages per business line
- Adoption
- Mobile-first, minutes to update
- Forecasting
- Live stage-wise conversion data
6
Active pipelines
Per business unit
740
Open opportunities
Weighted forecast
312
Meetings this week
Auto-scheduled
90%
Data entry automated
Smart assistant
31%
Win-rate lift
Scored accounts
2.1K
Documents shared
One repository
- ISO 27001
- SOC 2 Type II
- GDPR aligned
- SSO & 2FA
Structure every stage of a long sales cycle.
Stages, qualification criteria and approvals are configurable per pipeline, so enterprise deals and transactional deals do not share the same rules.
- 01
Prospecting
Accounts, contacts and inbound enquiries consolidated into one workspace.
- 02
Qualification
Score prospects on business rules and real engagement behaviour.
- 03
Solutioning
Meetings, demos, proposals and stakeholder maps on the account record.
- 04
Negotiation
Pricing approvals, documentation and legal reviews tracked with SLAs.
- 05
Onboarding
Won deals move into structured implementation and account expansion.
- 31%
- higher win rate on scored deals
- 90%
- of data entry automated
- 2.4x
- CRM adoption vs previous tool
- 28%
- shorter sales cycle
Sales enablement your reps will actually use.
Mobile-first execution, built-in collaboration and an intelligent assistant that removes the admin from selling.
Improve productivity with collaboration
Two-way messaging with Connect and bulk updates with Broadcast keep distributed teams aligned without a single WhatsApp group.
- Deal-level discussions
- Bulk announcements
- Shared document access
An intelligent sales assistant
Real-time data, predictive signals and personalised recommendations help reps prioritise the accounts most likely to close this quarter.
- Predictive prioritisation
- Automated data capture
- Next-step recommendations
One CRM for every B2B motion.
Whether you sell through field teams, channel partners or inside sales, the pipeline stays consistent.
Talk to usMulti-pipeline selling
Unique stages per product line, region or business unit.
Committee-based deals
Stakeholder maps, influence tracking and multi-threaded engagement.
Channel & distributor
Partner-sourced deals with registration and payout visibility.
Document-heavy sales
Proposals, contracts and compliance docs in one repository.
Revenue analytics
Stage-wise conversion, ageing and forecast accuracy in real time.
Renewals & expansion
Upsell prompts tied to usage, renewal date and account health.
Account data that stays inside your organisation.
Territory, role and record-level permissions mean reps see the accounts they own - and nothing they should not.
See our security postureISO 27001 & SOC 2 Type II
Independently audited controls over every customer record.
GDPR-aligned data handling
Consent, retention and export policies configured per business unit.
2FA & granular access
Role, branch, product and territory level visibility down to the rep.
Evidence on every action
Geo-tagged, time-stamped trails for audits and internal reviews.
What is B2B CRM software?
B2B CRM software manages accounts, contacts, multi-stage pipelines and long sales cycles involving several decision makers. Toolyt adds mobile-first execution, configurable pipelines and an assistant that automates around 90% of data entry, so field reps keep the pipeline current and managers forecast on real data.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Best B2B CRM Software?
- Our user-friendly B2B CRM Software is designed to boost adoption and maximize conversions. Strengthen customer relationships, increase accountability, and empower your sales team with our cloud-based solution.
- How does Toolyt support mobile-first sales enablement?
- With our advanced lead scoring, qualify only the most promising prospects based on tailored business rules and engagement criteria. Plus, schedule meetings or calls with ease, and use check-in and check-out features to track time spent with customers, boosting accountability and performance with our B2B CRM software
- How does Toolyt support improve Productivity with Collaboration?
- Our B2B CRM software , enable two-way communication using Connect and send bulk notifications with Broadcast to keep everyone informed and engaged. Simplify issue management by raising both internal and customer tickets with Jobs. Boost performance using features like Leaderboard , Gamification , and Goals , turning daily tasks into achievements.
- How does Toolyt support unleash the Power of Toolyt’s Intelligent Sales Assistant?
- Real-time data access, predictive analytics, and personalized recommendations help your sales reps close deals faster and exceed their targets.
- How does Toolyt support streamline your sales pipeline and enhance team productivity?
- With B2B CRM Software Toolyt, your team will be more connected, efficient, and driven to succeed.
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.