Toolyt

Collaboration

Cut turnaround time with sales and ops on one thread

Approvals, credit queries and operations handoffs move inside the workflow, so files stop waiting on someone's inbox.

-42%
internal turnaround time
-31%
file rework
Live
approval status
Full
decision audit trail

Platform

Sales, credit and ops on the same thread.

Requests, approvals and clarifications tracked against SLAs.

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In-workflow approvals
Request, approve and reject without leaving the record.
Query resolution
Credit and ops queries raised and closed against the file itself.
SLA tracking
Every pending action carries an owner, a timer and an escalation path.
01

No more chasing approvals

Approval requests reach the right authority instantly with all the context attached, and escalate when they age.

  • Multi-level approval chains
  • Auto escalation on breach
  • Mobile approve or reject
No more chasing approvals
02

Queries resolved on the file

Credit raises a query, the rep responds with the missing document, and the case moves - all in one place.

  • Query threads per file
  • Document request and upload
  • Reopen history preserved
Queries resolved on the file
03

Everyone sees the same status

Sales, credit and operations work from one live view, so nobody re-asks a question that is already answered.

  • Shared file timeline
  • Owner and SLA on each step
  • Bottleneck reporting
Everyone sees the same status

The handoffs are where deals die. Toolyt makes every handoff explicit, timed and visible to both sides.

Explicit

Each step has an owner and a due time.

Visible

Live status for sales, credit and operations alike.

Measured

TAT analytics show exactly where files wait.

In short

How does Toolyt reduce sales turnaround time?

Toolyt moves approvals, credit queries and operations handoffs into the file itself, assigns an owner and SLA to each step, and escalates automatically when a step ages - typically cutting internal turnaround time by around 40%.

FAQ

Frequently asked questions

Quick answers about how Toolyt works for field sales, lending and service teams.

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What is Fast Onboarding with Sales Collaboration?
Ensure your sales teams maximize their productivity, achieve their goals, and boost overall sales performance with the right collaboration tools.
How does Toolyt support connect Module?
Enable real-time team collaboration for regular updates regarding reminders, 1-1 communication etc.
How does Toolyt support approval & Deviations?
Save time by creating an automated multi-approval process for quick closures, with SLAs.
How does Toolyt support broadcast - Noticeboard?
Guide your team to every step of the sales journey with real-time updates on the digital noticeboard.
How does Toolyt support keep track of every sales update?
Onboard sales team and provide access to learning content such as product, compliance, policies etc.

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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.