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Toolyt CRM Software

Brand : Toolyt

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Toolyt is a mobile CRM and sales force automation software that helps manage sales procesesse and achieve higher conversion. The mobile CRM comes in handy for managing both leads and customers. You can track customer visits and calls and set timely reminder workflows. Best for simplifying field sal...Read more

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Toolyt CRM Software Pricing, Features & Reviews

What is Toolyt?

Toolyt is a mobile CRM and sales force automation software that helps manage sales procesesse and achieve higher conversion. The mobile CRM comes in handy for managing both leads and customers. You can track customer visits and calls and set timely reminder workflows. Best for simplifying field sales tasks and optimizing the performance, Toolyt also lets you manage forms and OCR for handling customer onboarding and client visits.

Toolyt SFA software is a complete productivity suite offering leader boards for managing the daily activities and performance of your sales professionals. The inbuilt actionable insights are further critical for eliminating operational challenges related to B2B negotiations. You can also make use of API documentation for collecting sample the data on users, products, and expenses.

Key Features of Toolyt CRM:

  1. Managing and distributing leads from various sources based on location
  2. Creating checklists and forms for customer onboarding
  3. Calendar updates for managing video calls & visits
  4. Preparing forms for capturing competitor info and customer data
  5. Sending broadcasts, updates and announcements to groups and individuals

Advantages of Using Toolyt CRM:

  1. Various helpdesk features for easy task management
  2. Automated campaigns for effective customer support system
  3. Has a friendly interface and is easy to use
  4. Performance metrics for managing field sales
  5. Referral tracking & quick sales forecasts

How Does Toolyt CRM Help Manage Field Sales Teams

  1. Manage your field employees effortlessly irrespective of their current location.
  2. Track the meeting of your field sales team with customers.
  3. Create a calendar of upcoming visits with customers.
  4. Fasten the customer onboarding process with the help of forms and OCR. 
  5. Helps create intelligent workflows based on actionable insights. 

Pricing of Toolyt CRM

Price details of Toolyt CRM are available on request at Techjockey. You can request a call back at your scheduled time. 

Supported Platforms

Toolyt mobile CRM is available for Android and iOS.

Toolyt CRM Software Pricing & Plans

Toolyt CRM Software price is available on request

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Toolyt CRM Software Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.

Marketing Automation

  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check Audit Trail Track changes and updates within the system for enhanced security and transparency.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Toolyt CRM Software Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Toolyt CRM Software Reviews

92%

Have recommended this product

Overall Score

4.7/5
Based on 4 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Simple interface, helped us take it live in matter of hours, with fully customised dashboard for our organization” Gaurav Sharma - Jun 3, 2018

Cons

cons_icon “User Experience, which was very simple compared to the other tools we tried” Gaurav Sharma - Jun 3, 2018

FL

Francis Langstieh

Verified reviewer:linkedin_verify

User

Reviewed on: May 12, 2019

4.5/5

“Perfect fit”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

8/10
RA

Rahul Abhishek

Verified reviewer:linkedin_verify

User

Reviewed on: Sep 25, 2017

4.6/5

“Very good service”

Pros :

Cons :

Features

4.3/5

Value for Money

4/5

Customer Support

4.9/5

Ease of Use

4/5

Likely to Recommend

9/10
GS

Gaurav Sharma

User

Reviewed on: Jun 3, 2018

5/5

“Very nice tool”

Pros :

Cons :

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Toolyt Company Details

Brand Name Toolyt
Information Toolyt
Founded Year 2017
Director/Founders Nizamudheen Valliayattu
Company Size 1-100

Toolyt CRM Software FAQ

A Toolyt offers intelligent analytics for undertaking productivity analysis, managing goals and easy task documentation.
A Toolyt offers addons like leader boards, live monitoring, and dashboard for managing leads and the sales workflow.
A Toolyt supports extended APIs for integrating with all types of CRM, ERP and billing systems.
A Custom workflows help in reducing manual errors, saving time and improving the operational speed for contract, lead and contact management.

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