A list of integrations with corresponding login credentials for any lead providers, CRMs, and accounting platforms you would like to connect. We will also request a list of your employees with their phone numbers and emails.
Account creation can happen immediately, but it can take up to two weeks to connect with companies we have already created partnerships with. For flagship integrations (meaning you are the first one!), the duration will vary based on the other partner’s involvement.
User’s choice! There are multiple assignment profiles to choose from to distribute your leads. There is a simple rotation, sometimes referred to as a “round-robin”, as well as team assignment that establishes a rotation based upon team geography or product type. Also, an individual salesperson can be assigned based upon geography or product. If this seems confusing, no worries! Our customer service team is great at helping you find the best option.
Toolsey doesn’t believe in long-term contracts or cancellation fees for our clients. You can pay month to month or you can pay one, annual payment. There is a discount should you choose the annual method.