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 6.4
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
72 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization12features
Document ManagementDocument ManagementAI Document Editor With Co-AuthoringBack Office Data SyncReal-time data synchronizationJob Board APIUnlimited Sub UsersRole-Based Access ControlSingle Device & IP RestrictionCustom API AccessLink Sharing
Show 4 more
Public Form Sharing with OTP VerificationThird-Party IntegrationApproval ManagementApproval moduleCustom BrandingCustomization
CRM & Sales11features
CRMContact ManagementLead ManagementLead ManagementAI Lead ScreeningCampaign PlanningCustomer and Site Data ManagementCustomer OnboardingDedicated Success ManagerGeolocated Visit Tracking
Show 3 more
Partner ManagementContract ManagementSLA managementMarketing ToolsSales campaign
Technician Management8features
OnboardingCustomer OnboardingTime TrackingAttendance TrackingTeam ManagementGeofenced Photo VerificationGeo-tagged visitsCall Monitoring & CoachingLive MonitoringInternal Employee CommunicationTraining CoursesOnboarding & TrainingAgent ScorecardsLeaderboard & KPI
AI & Automation8features
Automation RulesCustom workflowsAI Assistant (ADP Assist)Configurable WorkflowsDocument Verification via OCRSLA & Rules EngineAI Driven Workflows with TemplatesAI InsightsAI Powered Sales Recommendations
Scheduling & Dispatch5features
Work OrdersVisit trackingSchedulingDispatchingVisit managementProject ManagementTask managementCreate a New Schedule via API
Reporting & Analytics5features
ReportingCustom reportsAnalyticsAdvanced BI & AnalyticsKPI DashboardsTA/Claim Tracking for Expense Workflow and ClaimingReal Time Performance Monitoring
Accounting Integration4features
Job CostingJob ManagementAI Bill ScanningOCR technologyAccounting IntegrationExpense TrackingAuto Expense CategorizationExpense management
Customer Communication3features
NotificationsPush NotificationsClient PortalCollaborationAI ConciergeDot - Intelligent Assistant
Inventory Management3features
Inventory ManagementPartner ManagementProduct Lifecycle ManagementReal Time Product Catalog Access
Mobile & Field Tools3features
Auto Data EntryMobile Task Routing and ManagementDigital FormsPublic Form Sharing
Equipment & Asset Management3features
Remote MonitoringMonitoringAsset ManagementSLA managementLive Monitoring
Invoicing & Payments2features
InvoicingCIBIL & Credit Bureau Integration
Fleet & GPS Management2features
GPS TrackingLive TrackingGIS RoutingRoute Mapping
Compliance & Safety2features
Document VerificationIP Address Locking
Training & Education1feature
Gamification Leaderboards
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