Toolyt SFA

Toolyt SFA is a mobile-first sales platform for field teams. It lets staff capture leads, record customer visits and onboard customers from a phone, including when there is no network connection.

The product focuses on lending, insurance and field sales, with a section for healthcare and pharma teams. Administrators can change forms and business rules themselves.

Features

• Lead management: qualify, score, deduplicate and automatically allocate leads.
• Field visits: geo-tagged visits and other customer activities.
• Customer onboarding: custom forms, document collection with OCR and India Stack based KYC.
• Workflow builder: configurable forms, approvals, escalations and deviation rules.
• Team collaboration: messaging, broadcasts, tasks and approvals for field staff.
• Sales enablement: leaderboards, campaigns, personal goals and KPIs.

Who it serves

Lenders, insurers and pharma sales teams running field operations, plus their agents, partners and branches.

Key facts

• Works offline: yes, data syncs later
• Integrations: core banking, loan and ERP systems through APIs
• Services: implementation and support plans