Live insights, smart decisions
Immediate access to every lead activity, stage-wise analysis and the data points a rep needs to make the next call count.
- Real-time timeline
- Stage context inline
- Mobile-first view
Customer and leads activity report
Track the end-to-end journey of a lead - every call, message, visit and next action - in one timeline your reps and managers can read in seconds.
Lead timeline - Priya Nair
Home loan - Rs 68L - stage: Credit
- Touchpoints
- 14
- Last contact
- 2 hrs ago
- Response rate
- 71%
- Next action
- Tomorrow
over 9 days
site visit
above avg
doc collection
Engagement by channel - last 30 days
- Calls6,214 logged
- WhatsApp4,880 sent
- Field visits3,556 done
- Email2,290 sent
Recent activity
Site visit completed
Geo-tagged - 2 hrs ago
Documents requested
WhatsApp - yesterday
Product interest logged
Top-up loan - 3 days ago
The full story behind every lead
A 360-degree view means no rep restarts a conversation the customer already had.
- Q1
What has this customer already been told, and by whom?
- Q2
How many touches does it actually take to close in this segment?
- Q3
Which channel gets a response from this customer profile?
- Q4
Which leads have gone quiet after strong early engagement?
- Q5
What should the next action be, and when is it due?
What the activity trail captures
Every interaction is logged automatically from the app the rep already uses.
Configurable to your workflowMetricWhat it measuresWhat you do with it
Touchpoint log
Calls, WhatsApp, email, SMS and in-person visits with timestamps.
Never repeat a conversation
Geo-tagged visits
Location and duration captured at check-in and check-out.
Verify field effort objectively
Response behaviour
Which channels the customer replies on and how quickly.
Contact on the channel that works
Product interest
Products discussed, quoted and declined across the journey.
Cross-sell and up-sell accurately
Next action
The scheduled follow-up, its owner and its due date.
Keep the pipeline moving
Handover history
Every reassignment with the context passed along.
Transfer leads without losing ground
Activity data that shortens the cycle
Instant access to engagement history so reps sell smarter and faster on the move.
Customer 360 visibility
See prior buying behaviour and engagement in one place so the right product goes to the right customer at the right moment.
- Purchase and quote history
- Cross-sell prompts
- Household or entity linking
Reduced turnaround time
A real-time overview of each lead's performance analytics keeps reps focused on the actions that actually close deals.
- Follow-up adherence
- Idle lead flags
- Manager visibility
What the trail warns you about
Engagement patterns predict outcomes long before the stage changes.
Engagement drop
A previously active lead stops responding across channels.
Missed follow-up
A scheduled next action passes its due date.
Over-contact
Too many touches in a short window risking fatigue.
Field rep
One timeline per lead with the next action always on top.
Branch manager
Follow-up adherence and engagement quality by rep.
Compliance
An auditable record of what was communicated and when.
Where the activity data shows up
Logged once in the field, usable everywhere else.
Automatic capture
Calls, messages and visits log themselves from the mobile app.
Customer record
The full trail sits on the lead, not in a rep's notebook.
Manager review
Adherence and engagement summaries by team and period.
Audit export
Timestamped communication history for compliance requests.
More reporting in Toolyt
Analytics & Business Intelligence
Dashboards, drilldowns and scheduled reporting on web and mobile.
ViewLive Sales Metrics
Target versus achievement in real time, on the rep's phone.
ViewStage Wise Performance Report
Conversion and ageing at every stage of the funnel.
ViewUntapped Leads Report
Every lead nobody has touched, with the owner named.
ViewTAT Analysis Report
Turnaround time from creation to closure, stage by stage.
View
What is a lead activity report?
A lead activity report is the complete engagement timeline for a lead or customer - every call, WhatsApp, email, geo-tagged visit, product discussed and scheduled next action. Toolyt captures these automatically from the mobile app so reps see a 360-degree history, managers track follow-up adherence and compliance gets an auditable communication record.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Leads Activity Report?
- Track the end-to-end journey of leads, from communication to the next action taken in real-time lead activity reports, to sell smarter & faster on the move.
- How does Toolyt support live Insights, Smart Decisions!?
- Instant access to all the lead activitie reports, stage-wise analysis, and all the data points to make smarter business decisions to close the deals quickly.
- How does Toolyt support customer 360* Visibility?
- Get immediate access to all prior lead buying behaviors or engagements through the Lead Activity Report, enabling you to cross-sell or up-sell the right products to the right leads.
- How does Toolyt support reduced TAT?
- Get a real-time overview of every lead's performance analytics with the Lead Activity Report to ensure your sales reps close deals with reduced TAT.
- How does Toolyt support effortless Dashboard Creation?
- Create stunning dashboards with ease. Our interactive designer lets you pull metrics and visualize KPIs without any coding skills.
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.