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CRM Creatio

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About Toolyt

Toolyt SFA is intended to fit the necessities of numerous administration ventures. It is adaptable and simple to utilize. Field Force Tracker conveys a conclusion-to-end arrangement that addresses all features of Service Lifecycle Management. We field benefit organizations deal with their arrangements, dispatch portable representatives, and receipt for the administrations.

Toolyt SFA's answers are created with industry specialists to convey the usefulness you have to address the particular difficulties and novel business needs in your particular industry. Our demonstrated arrangement refreshments you're existing foundation and can convey quick advantages appropriate out of the crate. With unmatched broadness and profundity to upgrade your administration lifecycle, Toolyt FSA is the arrangement of the decision to enhance consumer loyalty, streamline and synchronize forms, and convey positive monetary effect to your association. Select your industry to take in more about how our industry driving programming can help your association.

Toolyt SFA offers field benefit administration arrangements fit for a scope of big business organizations. Whatever your industry, run it insightfully with Toolyt SFA.

Also, you can integrate with your:

  • Existing CRM & Lead Management Tools
  • HR & Team Management Software
  • Billing or order management Tools
  • Attendance or Leave Management Tools
  • Customer Support or Ticket Managment Tool
  • Existing website

Solutions:

  • Instant Notifications to Managers
  • Improved Operational Efficiency
  • Customizable forms for Data Collection
  • Improve efficiency by Enabling Offline Mode
  • Instant Approval for Expenses via Manager's App
  • Add Expenses & Monitor Claims
  • Schedule Visits and Get Approval
  • Report shows Visits Accuracy
  • Enable Document or Photo collection
  • Assign tasks or visits and Monitor
  • Automatic Daily, Weekly & Monthly Reports

Benefits:

  • Ensure Optimal Allocation of Leads & Jobs
  • Add Expenses and Bill on the go
  • Structures Work Flows as Per your Company
  • More Efficient Reporting
  • Daily Remainders & Morning Report
  • Gain Instant Visibility of Lead, Conversion etc.
  • Improve allocation of resources using field intelligence.
  • Realtime Monitoring field Officers
  • Custom Reports for CEO's or Top Level Managers
  • Instant Capture Customer Feedback
  • Access to product Information & Documents

About SalezShark

SalezShark CRM is a platform that allows sales professionals to effectively interact with their customers and drive engagement . SalezShark’s Relationship Cloud helps you connect with future prospects, gathers your customers’ personal traits to help you know them better, leading to further deepening your professional relationships for better business. It is a self-recommending system which also enables collaboration of employees across teams, resulting in positive outcomes and increased sales.

About CRM Creatio

CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio (formerly bpm'online) has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Marketing Creatio: multichannel marketing software to deliver demand generation excellence.

  • Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Service Creatio: innovative customer service tools to deliver exceptional customer experience.

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Increase Field Force Productivity by 40% by Automating Workflow

  • Track your field team Live (Optional)

  • Expense approval & Reimbursement

  • Schedule Visits (meetings), Remainders and Tracking

  • Realtime Task Management

  • Daily, Weekly & Monthly Performance Reports

  • Product Catalogues - Share with clients over SMS & Email

  • Jobs/Service Management

  • Attendance for Field / Sales Officers

  • Claim Management

Summary

  • Free trial account for CRM, database and marketing tool

  • Dynamic platform designed to manage and organize data for your sales professionals

  • Give insights to your clients’ personal traits

  • Helps them build business relationships and deliver effective messaging

  • The self-recommending system enables collaboration of employees across teams, resulting in positive outcomes and increased sales

Summary

    No key features associated with this application.

Pricing

Premium

$9.00
1 user(s) / month
Included in plan:
  • Attendance
  • CRM
  • Jobs/Services
  • Delivery Tracker
  • Task Manager
  • Expense Manager
  • Visits Manager
  • Order and Payment
  • Unlimited Hosting

Pricing

  • Starting from: $20.00/month
  • Credit card required: No
  • Basic Plan: $20/user/month

    • Lead Management
    • Activities & Tasks
    • Account & Contact Management
    • Opportunity Tracking
    • Forecasting
    • Reporting & Dashboard
    • Social Intelligence
    • Email Integration
    • Campaign 360°
    • Administration

    Professional Plan: $45/user/month

    • Basic features
    • Web2Lead Capture
    • Assignment & Tracking
    • Standard Reports + 5 Custom Reports
    • Relationship Cloud
    • Chat Feature

    Premium Plan: $65/user/month

    • All Professional features
    • Standard Reports + 10 Custom Reports
    • Email & Telephony Integration
    • Notification Management
    • Customization

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes we provide 24x7 support via email,ticket and call.

  • Does this service integrate with any other apps?
  • You can integrate with any tool which has API exposed or hosted online. If you need support in integrating with existing tool such as Zoho, Salesforce etc. we can help you integrated

  • What platforms does this service support?
  • Android, Web and iOS

  • What is this service generally used for?
  • Toolyt is generally used for companies with sales guys or field officers on the road. You create or customise your field workflow and start using Toolyt in 20 minutes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yeah, you can customise the whole hierarchy as per your companies structure

  • Does this service offer an API?
  • Yeah we do provide an API

  • Who are the main user groups of this service?
  • Pharma Companies, Insurance companies, Banks, FMCG, Telecom, Hardware, Online/ecommerce, Manufacturing, Equipments, Mutual funds, Banks

FAQs

FAQs

    Does this service offer an API?
  • Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What is this service generally used for?
  • CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.

    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.96k

Other

Who uses Toolyt
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses SalezShark
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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