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
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
Show 5 more
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
Show 3 more
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
Show 1 more
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