Everything you need to close a deal faster

Introducing ToolsOnCloud

Cloud based Sales CRM built for hyper growth sales teams.


  • Organize Leads
  • Organize Contacts
  • Organize Accounts
  • Organize Deals
  • Add Activities
  • Add Sales Reps to Team
  • Organize Multiple Pipelines


  • Manage Lead assignments & Track Qualification.
  • Track Deals through various Pipeline stages.
  • Record Customer Conversation notes.
  • Reminders for pending action items.
  • Manage Multiple Pipelines.
  • Manage Sales team and individual assignments.


  • Follow up on time.
  • Qualify and Convert Leads faster.
  • Close Deals faster.
  • Achieve your sales quota faster.
  • Accurately assess sales team's performance.
  • Accurately track Revenue metrics and Key Performance Indicators (KPIs)

Power Packed Features for all your CRM needs


Lead Management

  • Add Leads into Lead Management System.
  • Visually manage the leads in Funnel, Kanban as well as List view.
  • Track engagement level of your active leads as Cold, Warm or Hot Leads.
  • Maintain history of your sales discovery calls or meetings.
  • Maintain logs of the requirement and expectations of leads.
  • Check if the Lead is qualified or not via BANT method of Lead Qualification.
  • Close the inactive Leads with proper classification as Disqualified, Un-subscribed or as Deferred.
  • Convert the Qualified Leads to Deal Opportunities.


Deal Management

  • Add Deals into Deal Management System.
  • Visually manage the deals in Pipeline stage wise Kanban view as well as List view.
  • Track and update deal progress across different pipeline stages of the opportunity.
  • Maintain calls and meeting notes post your interaction with Opportunity stakeholders.
  • Get a single handed view of the Person contact and Accounts associated with the Deal.
  • Update Deal win probability and get revenue forecast accordingly.
  • Add different category of deals in different Pipelines to organize them better.
  • Act on deals flagged for action required based on Ageing or an Overdue task or follow-up.
  • Close Deals faster and get the metrics associated with Deal win or loss.


Task Management

  • Never lose a lead or a deal by creating appropriate follow up tasks for each of the lead and opportunity.
  • Add Tasks & activities, and associate it with a Lead, Opportunity or a Contact.
  • Get quick overview of the actions for the day in Calendar view.
  • View all the list of open tasks and activities in List view in a single dashboard.
  • Get reminders on the flagged actions which becomes overdue.
  • Get reminders on the open actions for today.
  • Sync up with the tasks with Google Calendar and other calendar applications.


Contact Management

  • Add and maintain Person Contact with all contact information along with Social Media.
  • Add and maintain Organization contacts as Accounts with their office contact information.
  • Add and maintain history and notes of your past conversation with the Contacts.
  • Get a quick overview of the past leads or deals associated with any Person contact.
  • Get a quick overview of the past leads, deals, contact person associated with the Account to manage your customer relationship better.


Report & Analytics

  • View multiple standard sales metrics on the dashboard for tracking sales revenue forecast, deal progress, lead flow as well as sales team performance.
  • Get standard as well as customized sales reports as per your business needs.
  • Get actionable insights on your Sales CRM data in Analytics dashboard.
  • Build your own reports and charts to monitor customized Sales Metrics.
  • Export reports in Excel Spreadsheets for further analysis
  • Subscribe to Periodic reports over Email.


Sales Pipeline Customization

  • Customize the CRM to suit your own sales process within your organization.
  • Add Multiple Pipelines to organize different category of opportunity.
  • Add Multiple Pipelines to accommodate sales teams operating in distinct and independent market or territory.
  • Add, Modify and Customize the deal stages of each pipeline to suit your sales process.
  • Transfer Deals from one Pipeline to another if situation demands.
  • Add and modify additional fields for customized tracking of leads or deals.


Sales Team Management

  • Invite and Add Multiple Sales Team members to your CRM.
  • Activate or Deactivate team members instantly to free up the CRM seats bought in your subscription.
  • Instantly allocate the open available seats to any new team member to fully utilize the seats subscribed.
  • Assign Leads to your SDR team member for Ownership of Lead qualification.
  • Assign Deals to your Sales Executive team member to take ownership of Deal closure.
  • View individual sales team member's performance on various metrics including the number of Leads added, leads qualified, Deals won, revenue generated, turn around time etc.