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Automated Lead Assignment

Benefit from the proprietary assignment algorithms developed by Toolsey to assign leads based upon product, service, or geography.

Automated Communication

Connect immediately by email or text to both prospects and your sales team. Fully customizable to meet your specific needs.

Toolsey Calendar

Keep your whole sales team in check with Calendar. You can view all appointments, adjuster or otherwise, all in one place. View individual salespeople by filtering by color.

Sales Team Management

Stay on top of your whole sales team by easily adding new team members, tracking performance, and activating or paushing a sales team member from the lead assignment.

Toolsey Maps

Assign that new call-in with ease by looking at which salesperson had other leads in the same area. Make planning your daily driving route easy by viewing all leads in a specific area at once.

Priority Flag

Make sure your sales team stays on top of their leads with priority flags you can customize to set a color with a time frame.

Comprehensive Sales Reports

Full access to a comprehensive suite of reports to track both individual sales performance and company-wide analytics.

Web Dashboard & Mobile App

The web dashboard will allow owners, managers, and administrators full, real-time visibility of all sales leads in the organization. The mobile App for iOS and Android will place the lead information in the hands of your sales team instantly.

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