Allocate your leads automatically with rules such as round-robin or based on the location (geo-intelligence) or manually from multiple sources.
Assign leads to the right person, based on rules or geo-location or available to server faster.
Enable one / two way integrations to push / pull lead information.
EFFORT VISIBILITY
Solutions to Engage your leads for converting them to loyal customers.
STREAMLINED LEAD CAPTURING
Connect Toolyt with multiple lead sources via API or access to the web console for your tele-calling team to add / assign leads manually.
OPTIMISED LEAD DISTRIBUTION
Dynamic rule-based allocation of leads based on geo-location or branch, so that the best equipped reps interact with your leads.
IN DEPTH LEAD TRACKING
Analyse and monitor the TAT and have automatic escalations in place to make sure that the lead is served on time.
360 DEGREE LEAD VISIBILITY
Capture every possible lead attributes at different lead stages and integrate with third party to view all data in one place..
COLLABORATE TO WORK ON LEAD
Enable the freedom to work as a team on a lead, whether it is field sales guy or manager sitting in the office, with 'tag a lead' option.
AUTOMATED WORKFLOWS
Create custom workflows to avoid manual errors & reduce operational challenges, such as restriction of stage movement or escalations.
Field Sales team can now easily manage their leads or accounts and follow-up with prospects directly from their dashboard or mapping system.