Intelligent Mobile Assistant for your Relationship Managers
Generate leads via tele call or other campaign and assign to sales team
Sales guy makes visit to customer and sell your solutions (loan)
Check CIBIL and start collecting documents with OCR as well.
Push the data back to LOS / LMS and start payment collection.
Increase lead funnel by >40% by streamlining leads from all sources into single mobile application.
Available on iOS & Android
With KPIs and Gamification
Assign Task and Jobs
With Intelligent Workflows
Toolyt helps you to collaborate internal team such as call centre, credit team, KYC team etc. with field sales & Relationship Managers, in real-time.
Have clear insights into dark areas and analyse how to reduce customer onboarding time or higher more customers without increasing resources.
Enable logical workflows to reduce manual errors and to keep on top or information. For e.g. Do now allow to move stage A to B unless KYC form is filled.
Let's help you onboard your customers faster and smarter.
Auto assign leads to your team based on round-robin logic / your own logic or manually.
Take photos of mortgage or get approval from the internal stake holder necessary, without email.
Create customer forms (50+ form elements) and capture applicant and co-applicant information
Reduce dependency, create logical workflows and make no errors. Push data to other tools after onboarding.
By removing intermediate process and by reducing manual errors, you can reduce onboarding time to almost half. (one of our customers reduced from 27 days avg to 14 days)
"Use appropriate Technology tools as enablers. But it all starts by putting your customers first and creating a better relationship with them than your competitors offer.”
–Bob Thompson, CustomerThink Corporation
WANT TO START NEW OR
The Toolyt suit has the ability to handle enormous volumes of information at helping speeds and at a cost that is a small amount of what you pay today. It's important to consider the vendor as your own internal team, and it required quick and fast support and domain knowledge.
You can succeed with CRM by being SMART: Define a customer-centric Strategy; use appropriate Metrics ; ensure your organisation is Aligned with your objectives; Redesign work processes as needed;
No set up cost. No credit card required. Immediate value.