Toolsey will help you convert more leads by keeping all of your sales leads in one place, and keep track of each lead start to finish!
Automated Lead Assignment
Benefit from the proprietary assignment algorithms developed by Toolsey to assign leads based upon product, service or geography.
Connect immediately by email or text to both prospects and your sales team. Fully customizable to meet your specific needs.
Comprehensive Sales Reports
Full access to a comprehensive suite of reports to track both individual sales performance and company-wide analytics.
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.
Quickly integrate with multiple lead providers, CRMs, and other external companies. Avoid manual entry with sales leads being automatically delivered into your Toolsey account.
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.
Make your Toolsey fit your company best. System values throughout Toolsey are fully customizable to meet your company’s specific demands.
Sales Team Management
Stay on top of your whole sales team, by easily adding new team members, tracking performance, and activating or pausing a sales team member from the lead assignment.
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.