How NBFCs Can Eliminate Manual Errors in Loan Onboarding with Verified Document Data The Problem with Manual Loan Onboarding for NBFCs Loan onboarding is a critical step in the customer acquisition journey for any non-banking financial company... Safna Ali July 9, 2025 · 5 min read
7 Must-Have Features to Look for When Choosing a Field Sales CRM for Your Team In the ever-evolving sales landscape, field reps are expected to close deals, manage follow-ups, and report progress—all while constantly... Safna Ali July 1, 2025 · 5 min read
Automated Agreement Validation: A Game Changer for Lending Teams In today’s competitive lending space, success isn’t just about offering attractive loan products — it’s about how quickly and... Safna Ali June 27, 2025 · 4 min read
Sales Dashboard Without Code: Configure 70% of Your Dashboard independently with Toolyt In sales, speed is everything. When teams can see what’s happening—who’s converting, what’s delayed,... Safna Ali June 19, 2025 · 4 min read
How NBFCs are Slashing Turnaround Time with Customer Onboarding Automation In today’s fast-paced lending environment, customers demand quick approvals, real-time decisions, and a seamless... Safna Ali June 17, 2025 · 4 min read
Revolutionize Lending Operations with Real-Time Field Activity Tracking and Automated Sales CRM In lending, time and accuracy are everything. Whether it’s loan origination, document collection, or... Safna Ali June 10, 2025 · 5 min read
Boosting Insurance Sales with Sales KPI Tracking and Digital KYC Insurance Tools In today’s fast-paced insurance landscape, staying competitive requires more than traditional methods and outdated... Safna Ali June 5, 2025 · 4 min read
Top 10 Must-Have Features of e-CRM System Explore the top 10 must-have features of an e CRM system, essential for any... Abhishek June 11, 2024 · 5 min read
The Future of CRM is here: Learn How Automated Machine Learning Optimizes Your Work Learn the transformative potential of Automated Machine Learning in CRM and explore how it... Abhishek June 5, 2024 · 6 min read
Best 5 Sales Closing Techniques That Work In 2025 Explore a variety of sales closing techniques that work across different industries and scenarios Abhishek May 3, 2024 · 6 min read