Book a Toolyt demo.
Pick a slot on the right and see exactly how your field team would run leads, visits, KYC and approvals on Toolyt - tailored to your industry.
30 minutes
One focused session, no multi-call discovery marathon.
Live product
Real screens for your industry, not a slide deck.
Right people
A product specialist joins - not just an SDR.
Security ready
ISO 27001, SOC 2 and residency answers on the call.
- 3x
- faster field activity capture
- 40%
- reduction in lead leakage
- 25k+
- field users on Toolyt
Prefer a call back? Send us your details
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Times shown in your local timezone. Trouble booking? Email support@toolyt.com and we will send you options.
Want a demo built around one workflow?
- Field sales demo
A 30-minute working demo of Toolyt's field sales CRM: beat planning, geo-verified check-ins, offline visit capture and manager coverage reporting, run on your own territory structure.
- Lending operations demo
A working demo of Toolyt's lending workflow: stage-wise login-to-disbursal TAT, deviation routing, PDD tracking and field document capture, configured to one of your own loan products.
- Lead management demo
A live demo of Toolyt lead management: rule-based distribution, first-response SLA clocks, ageing escalation and source-wise conversion reporting across digital, branch and partner channels.
- Partner channel demo
A demo of Toolyt's DSA and partner channel workflow: digital onboarding, activation tracking, per-partner file quality and login-to-sanction ratios, and payout-ready sourcing reports.
- Insurance distribution demo
A demo of Toolyt for insurance agency channels: advisor activation tracking, manager activity routines, renewal follow-up workflows and 13th and 61st month persistency dashboards.
- Bancassurance demo
A demo of Toolyt's bancassurance workflow: branch-staff lead capture, routing to insurance specialists with response SLAs, and branch-wise conversion and leakage reporting.
From booking to pilot in four steps
01
Pick a slot
Choose a time that suits your team in the calendar on this page.
02
Two-minute brief
Tell us your industry and field process so we can prepare the right flows.
03
Live walkthrough
See lead allocation, visits, KYC, documents and dashboards end to end.
04
Pilot plan
Leave with a scoped pilot, success metrics and a rollout estimate.
What you will see in 30 minutes
No generic tour. We map the session to how your field team actually works today.
Not ready to talk? Watch the on-demand demo- Lead capture and rule-based allocation across branches and channels
- Field visit planning, geo-verified check-ins and beat plans
- Digital KYC and document collection with approval workflows
- Manager dashboards, TAT and conversion analytics
- Integrations with your LOS, LMS, core system or telephony
- Role-based access, audit trails and data-residency options
Before you book
- How long is the Toolyt demo?
- 30 minutes. We spend the first five understanding your field process, then walk through the exact workflows your team runs - lead allocation, visits, KYC, documents and manager dashboards.
- Is the demo free?
- Yes. The demo and the follow-up solution walkthrough are free, with no obligation and no card required.
- Will I see my own use case?
- Yes. Tell us your industry - lending, banking, insurance, pharma or field services - and we tailor the session to that workflow rather than a generic product tour.
- Who should attend from our side?
- Usually the sales or distribution head, plus an ops or IT stakeholder. Bring security or compliance if you want the ISO 27001, SOC 2 and data-residency questions covered in the same call.
- Can we get a trial after the demo?
- Yes. Most teams move to a scoped pilot with a small field group, so you can measure activity, conversion and TAT before rolling out.