Build High Performing Sales Team on the Field - NBFC

Increase lead funnel by >40% by streamlining leads from all sources into single mobile application. Toolyt helps you to collaborate internal team such as call centre, credit team, KYC team etc. with field sales & Relationship Managers, in real-time.

Lead Management: Segregate your leads by priority for better efficiency.

Collaboration: Transparent, efficient sales operations via chat, jobs etc.

Customer Engagement: Schedule, monitor and engage in right time.

Quick KYC & Onboarding: In-house features & integration to streamline.

Digital Solution
For Automating Sales Process

Automate your field team’s daily schedule and allow your agents to work even without internet connectivity.

PRODUCTIVITY SUITE
Leads + Sales Conversion + Collaboration

Sales execution, marketing & field force automation with the power of AI & predictive scoring. Boost the efficiency of all your field teams – sales, vendor onboarding, verification, etc.

Instantly add leads the new leads you meet on the field using the mobile app. Your agents can also edit and modify lead details on the go.

After every meeting is completed, automatically remind your agent to add the notes of the meeting. Through smart geo-tracking and activity tracking, you can set these reminders.

Assign tasks and chat in realtime with your Field team, stop sharing customer data across WhatsApp, and have control over your data. Also, allows to engage with Credit team , call center team and stake holders till the loan is processed.

Use Toolyt for doing KYC, pushing to your internal Loan Management System etc. in real-time and reduce dependencies. We also provide integrations to Credit Scoring Toolyt, Emails Marketing tools etc.

Our Clients