Toolyt

Lead distribution

Intelligent lead distribution software

Collect, de-duplicate, score and instantly assign every lead to the right rep - with escalation rules that make sure no enquiry goes cold.

Collect
Every source into one queue
Qualify
Scored on your business rules
Assign
Instant, rule-based routing

< 60s

Lead to rep

Rule-based routing

0%

Duplicate leads

Auto de-duplication

2.9x

Qualified conversations

After scoring

5,400

Leads routed today

All channels

41%

Faster first response

Escalation rules

100%

Field accountability

Geo-intelligence

  • ISO 27001
  • SOC 2 Type II
  • GDPR aligned
  • Encrypted lead data

Distribution engine

From capture to accountable follow-up.

Reduce turnaround time and speed up onboarding by removing every manual handoff between marketing, tele-calling and field sales.

  1. 01

    Collection

    Web forms, campaigns, partners, calls and walk-ins land in one queue.

  2. 02

    De-duplication

    Duplicate enquiries removed or merged so data stays accurate.

  3. 03

    Scoring

    Sales-ready leads identified automatically against business parameters.

  4. 04

    Distribution

    Round-robin, branch, location, product or load-based allocation rules.

  5. 05

    Escalation

    No action in time? Re-assign to a manager or the next available rep.

< 60s
capture to allocation
41%
faster first response
0%
duplicate lead records
2.9x
more qualified conversations

Inside the platform

Auto-assign your best leads to your best reps.

Qualification, allocation and accountability run as one automated flow, with geo-intelligence proving what happened in the field.

Qualify on rules and real behaviour
01

Qualify on rules and real behaviour

Validate leads against pre-defined business rules and observed engagement activity, so only sales-ready enquiries reach an agent.

  • Business-rule qualification
  • Behavioural signals
  • Continuous score refinement
Distribute instantly and fairly
02

Distribute instantly and fairly

Round-robin, branch, geography, product and workload rules put every lead with the rep most likely to convert it.

  • Round-robin allocation
  • Branch & geography rules
  • Load balancing
Escalate before a lead goes cold
03

Escalate before a lead goes cold

If no action is taken inside the SLA, the lead escalates to a supervisor or re-assigns automatically - and geo-intelligence keeps field agents accountable.

  • SLA-based escalation
  • Auto re-assignment
  • Geo-verified follow-up

Integrations

Fits the stack you already run.

Lead sources, bureaus, KYC providers and core systems connect through pre-built and API integrations.

Talk to us

Marketing sources

Ads, landing pages, portals and campaign platforms.

Partner & DSA feeds

Partner-sourced leads ingested with attribution intact.

Core systems

Salesforce, Dynamics, FinnOne and internal CRMs.

KYC & bureau

Perfios, OneMoney, CIBIL and similar verification services.

API via Toolyt

Any in-house system connected through documented APIs.

Reporting

Source-wise conversion and allocation efficiency dashboards.

Your data privacy is our top priority.

Toolyt provides robust, compliant protection for lead and customer data at every point of the distribution flow.

See our security posture

ISO 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.

In short

What is lead distribution software?

Lead distribution software collects enquiries from every channel, removes duplicates, scores them against business rules and assigns them automatically to the right sales rep using round-robin, geography, product or workload rules. Toolyt adds SLA escalation and geo-verified field follow-up, so allocation is both instant and accountable.

FAQ

Frequently asked questions

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

Talk to our team
What is Smart Lead Distribution Software?
Reach more customers and drive engagement with our powerful email marketing service.
How does Toolyt support lead deduplication?
Capture & secure accurate data by removing duplicate leads or merging duplicates
How does Toolyt support automatic lead scoring?
Determine sales-ready leads based on the business parameters and assign scores automatically.
How does Toolyt support smart lead distribution?
Automated lead distribution based on predefined rules, branch etc. e.g. round-robin allocation
How does Toolyt support auto-assign your best leads to the best sales reps?
Qualify leads on pre-defined business rules & validate with lead behavioural activities

Take action today

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.