Toolyt SFA vs Initiative CRM Comparison

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Toolyt SFA

CRM Software

5 7 user ratings

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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Toolyt is an intelligent mobile assistant that enables its users to legitimize their field sales and increase productivity. The software is an all in one quick fix for the sales team of the user. The artificial intelligence-enabled actionable insights provided by the software helps the users to focus on generating more potential customers. One can boost one’s productivity by allowing gamification and leaderboard with the help of several customizable KPIs. Users can enhance their adoption through interactive nuggets, which enables them to record feedback and plan activities accordingly. The software enables its users to stay connected and provide assistance to the team in the field in real-time. Users can generate leads through the recommendation provided by the software while also getting 360-degree hashtags and views. Toolyt allows its users to plan their sales campaigns and optimize the route while generating actionable insights in real-time. The software helps users to create intelligent workflows and manage the business better. Read more

Initiative CRM is a B2B CRM that combines a shared agenda, opportunity tracking, quotations, bills, and complaints into a single platform. Analysis and reporting, as well as interaction with daily tools and GDPR compliance management, are all included in this platform. Initiative CRM is a collaborative solution that aids businesses throughout the sales cycle. VSEs, SMEs, and Key Accounts based in France and Europe are the best fit for the clientele. They come from a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user. There is no free version available. A free trial of Initiative CRM is available. Please see the table below for more information on pricing. Read more

Pricing Options

Free Trial Available
Starts at $15.00.

Free Trial Available

SW Score & Breakdown

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

75%
Reviews

70%
Momentum

62%
Popularity

74%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

60%
Momentum

63%
Popularity

68%

Features

Total Features	6 Features	20 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	NA	Available

Reviews & Ratings

User Rating	5/5 7 user ratings	Not Available
Rating Distribution	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $15.00.	Free Trial Available
Pricing Plans Monthly Plans Annual Plans	Grow $15.00 $15.00 per user / month Scale $25.00 $25.00 per user / month Enterprise $50.00 $50.00 per user / month	Essential Others Business Others Success Others
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All Toolyt SFA Alternatives	View All Initiative CRM Alternatives