Toolyt SFA
by Toolyt
The mobile first Sales Enablement Platform
Highlights
About This Product
Toolyt is a mobile-first sales enablement platform designed for enterprises and startups to manage field sales operations, lead allocation, and customer onboarding with customizable workflows and real-time data visibility.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 6.2
Support 5.0
Value 5.5
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
74 features confirmed across
14categories· Showing confirmed capabilities only
CRM & Sales13features
CRMCustomer managementAI Lead ScreeningIntelligent lead scoringCampaign PlanningSales campaignLead ManagementLead ManagementPartner ManagementPartner ManagementCustomer and Site Data ManagementCustomer OnboardingDedicated Success Manager
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Geolocated Visit TrackingCentralized Customer InformationCustomer ProfilesAutomated Social Media PostingBroadcastContract ManagementSLA managementMarketing ToolsSales campaign
Platform & Customization11features
AI Document Editor With Co-AuthoringCollaborationDocument ManagementDocument ManagementApproval ManagementApproval ModuleRole-Based Access ControlSingle Device & IP RestrictionThird-Party Integration3rd party integrationBack Office Data SyncReal-time data synchronizationJob Board APIUnlimited Sub Users
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Custom API AccessLink SharingPublic Form Sharing with OTP Verification
AI & Automation9features
AI Assistant (ADP Assist)Dot - Intelligent AssistantAutomation RulesCustom workflowsConfigurable WorkflowsDocument Verification via OCRSLA & Rules EngineAI Driven Workflows with TemplatesAI InsightsAI Powered Sales Recommendations
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AI AssistantsDot - Intelligent Assistant
Technician Management8features
License ManagementExpense managementOnboardingCustomer OnboardingInternal Employee CommunicationConnect & BroadcastTime TrackingAttendance TrackingTeam ManagementGeofenced Photo VerificationGeo-tagged visitsTraining CoursesOnboarding & TrainingAgent ScorecardsLeaderboard & KPI
Scheduling & Dispatch6features
SchedulingJob schedulingWork OrdersVisit trackingDispatchingVisit managementProject ManagementTask managementSLA ManagementSLA ManagementCreate a New Schedule via API
Reporting & Analytics5features
AnalyticsAdvanced BIReportingCustom reportsKPI DashboardsTA/Claim Tracking for Expense Workflow and ClaimingReal Time Performance Monitoring
Accounting Integration5features
Job CostingJob ManagementAccounting IntegrationExpense TrackingAI Bill ScanningOCR technologyAuto Expense CategorizationExpense managementAllocation Formulas and Rules EngineSLA & Rules Engine
Inventory Management4features
Inventory ManagementPartner ManagementProduct Lifecycle ManagementReal Time Product Catalog AccessParts DatabaseProduct Catalog API
Mobile & Field Tools4features
Offline ModeOffline updating accessDigital FormsPublic Form SharingAuto Data EntryMobile Task Routing and Management
Invoicing & Payments2features
InvoicingCIBIL & Credit Bureau Integration
Customer Communication2features
Client PortalCollaborationAI ConciergeDot - Intelligent Assistant
Equipment & Asset Management2features
Asset ManagementSLA managementLive Monitoring
Compliance & Safety2features
Document VerificationIP Address Locking
Training & Education1feature
Gamification LeaderboardsLeaderboard & KPI
Integrations 5 across 5 categories
Accounting 1
FinnOne
Payment Processing 1
OneMoney
CRM 1
Salesforce
Salesforce
Productivity 1
SignDesk
Data & Automation 1
Karza
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing