Whether you are a small team or a growing enterprise, there is a Toolyt plan that aligns perfectly with your goals - priced per user, billed annually.
In every plan
Start with the essentials, add automation as your process matures, and move to Enterprise + when you need custom workflows, SLAs and deeper controls.
Small and mid-size field teams getting off spreadsheets.
Per user, per month
Billed annually. Minimum 10 users.
Talk to salesGrowing sales orgs that need automation and accountability.
Per user, per month
Most popular with 100-1,000 user teams.
Talk to salesBanks, NBFCs and large enterprises with complex processes.
Custom pricing
Dedicated success manager and SLA.
Talk to salesEvery plan runs on the same mobile-first platform. The difference is how much automation, reporting depth and control your team needs.
| Capability | Grow | Scale | Enterprise + |
|---|---|---|---|
| Lead and task management | |||
| Customer 360 and visit management | |||
| Basic forms and reports | |||
| API integration | |||
| Advanced forms and workflow automation | |||
| KPI, leaderboard and gamification | |||
| Connect and Broadcast | |||
| Approval module | |||
| Advanced reporting suite | |||
| Custom workflows and business rules | |||
| Custom reports and SLA | |||
| Single device and IP restriction |
Add-ons and integrations that improve productivity, cut turnaround time and keep your data flowing between systems.
See integrationsShare forms via public links with OTP verification so customers submit documents and consents online. Fewer in-person visits, faster turnaround time.
Give partners app access for real-time lead tracking. Streamline collaboration and keep every partner updated on lead progress.
Bind user accounts to a single device and restrict logins to approved IPs, such as office networks, to prevent unauthorised access.
Capture and validate applicant details in real time and generate instant credit scores on mobile for quicker decisions.
Validate driving licences, PAN and other documents in real time with OCR-backed verification to prevent fraud and cut rejections.
Integrate with Salesforce and Microsoft Dynamics for clean data flow, real-time customer insight and automated lead assignment.
Security is not an upsell. The same controls that pass bank and insurer reviews apply from your first ten users.
See our security posture
Audited controls covering access, encryption and incident response.
Data residency options, retention rules and consent capture built in.
Hierarchy-aware permissions so reps only see what they should.
Every edit, approval and location stamp is logged and exportable.
Toolyt is priced per user, per month and billed annually across three plans. Grow covers lead, task, visit and Customer 360 management with basic forms and reports. Scale adds workflow automation, KPI leaderboards, approvals and advanced reporting. Enterprise + is custom priced for banks, NBFCs and large field teams that need bespoke workflows, SLAs, deeper integrations and device or IP restrictions. Share your team size and process on a short call for an exact quote.
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our teamSales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.
