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CRM Integrations to Automate your Complete Business Process

Toolyt CRM integrates with crucial internal/external tools to streamline your business.

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CRM Integration with Karza to Enhanced KYC Processes

By leveraging Karza’s integration with Toolyt, it ensures accurate data collection, robust identity verification, and seamless regulatory compliance.

  • Effortless Data Collection with OCR
  • Minimize the risk of fraud
  • Ensuring data integrity and privacy

Integration with SignDesk to streamline eSign via mobile

  • Efficient Document Signing via mobile
  • Adhere to legal standards with verifiable electronic signatures.
  • Secure the integrity and confidentiality of customer documents

Integration with FinnOne to streamline the data transfer

Two-way integration streamlines operations, enhances turnaround time, and significantly boosts efficiency in loan processing and repayment collections.

  • Minimize human errors by automating routine tasks
  • Improve turnaround time with streamlined processes
  • Push documents and details automatically to FinnOne

CRM Integration with OneMoney to verify financial information

Streamlines the process of collecting and verifying customer bank statements and account details, in just one click by generating a customer OTP, enhancing efficiency and accuracy.

  • Automate data collection and verification processes.
  • Verify customer bank statements and account details instantly
  • Reduce manual paperwork and errors
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