Book a field sales CRM demo built for teams that sell outside the office
See how Toolyt plans the beat, captures the visit in under a minute, and gives every manager a real picture of coverage - on a phone, offline, in 30 minutes.
- Distributed sales teams of 25 reps and above
- BFSI, healthcare, pharma and B2B channel sales
- Teams already carrying a CRM their field never opens
- 30 min
- Working session, no slide deck
- < 60 sec
- Typical visit capture time
- 20+
- Countries running Toolyt daily
Request a field sales CRM demo
Tell us the team size and channel mix. We will bring a session built around your workflow, not a generic tour.
What changes after go-live
A 30-minute working demo of Toolyt's field sales CRM: beat planning, geo-verified check-ins, offline visit capture and manager coverage reporting, run on your own territory structure.
Coverage you can defend in a review
Planned versus actual visits per rep, per territory, per week - with geo and time stamps behind every number, so the Monday review stops being an argument about the data.
Reps who actually update the CRM
Capture happens on the phone at the door: three taps, voice notes, photos, offline. Nothing waits for a laptop at 9pm, which is where most field CRM data quietly dies.
Managers coaching from evidence
Activity, conversion and ageing sit in the same view, so a manager can see whether a rep has a meeting problem, a pitch problem or a pipeline problem before the month closes.
What we will walk through
We use your channel structure - branches, territories, reporting lines - and run the day the way your team runs it.
Book the session- 01
Plan the beat
Route and priority for tomorrow, built from ageing leads, renewals and assigned accounts rather than a rep's memory.
- 02
Run the visit
Check-in with location, structured outcome capture, documents and photos, all functional with no network.
- 03
Close the loop
Next action created at the door, escalation if the outcome is a red flag, sync the moment signal returns.
- 04
Review the week
Coverage, funnel movement and rep-level activity in a single manager dashboard you can export.
How teams usually evaluate this
| Evaluation point | What to ask for in the demo |
|---|---|
| Offline behaviour | Ask the demo to be run in airplane mode and then re-synced |
| Capture effort | Time one full visit entry with a stopwatch - anything over a minute will not survive contact with the field |
| Manager view | Ask for a live coverage report by territory, not a sample screenshot |
| Rollout time | Ask how long a 200-rep team takes from kickoff to first live beat plan |
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- How long is the field sales CRM demo?
- Thirty minutes for a working walkthrough of beat planning, visit capture and manager reporting. Teams that want a deeper look at integrations usually book a second 45-minute session with their IT lead.
- Can I see the mobile app, not just the dashboard?
- Yes. The mobile app is the demo. We run a full visit - check-in, outcome capture, document upload and next action - on a handset, including offline mode, before we show a single dashboard.
- Do you support offline field work?
- Yes. Reps can plan, check in, capture outcomes and attach documents with no connectivity. Everything queues locally and syncs when the device gets signal, so basement branches and rural beats are not blind spots.
- How quickly can a field team go live?
- A single-geography team of 50 to 200 reps typically goes live in two to four weeks: structure and hierarchy in week one, workflows and integrations in week two, pilot and rollout after that.
- Do I need to bring data to the demo?
- No. We can run on sample data. If you want to see your own territory structure or lead ageing, share a sanitised extract in advance and we will load it before the call.
Related to this demo
Want to see this running on your own data? Book the lending operations demo
Read the detail before you book
- Field sales CRM buyer's guide
A field sales CRM is a mobile-first system that plans a rep's day, captures customer interactions on the spot (usually offline), verifies visits with geo-location, and feeds that activity into pipeline and manager reviews. It differs from a desk CRM because the primary user is walking, not sitting, so capture time, offline behaviour and route planning matter more than dashboards.
- Sales force automation explained
Sales force automation (SFA) is software that removes manual steps from the selling process: routing leads to the right rep, capturing activity, triggering follow-ups, applying pricing and approval rules, and producing reports without anyone compiling them. CRM is the broader relationship record; SFA is the execution layer that acts on it.
Prefer to pick a slot yourself? Choose a time on the calendar and we will prepare the same session.