CRM for calling by Telecalling Software, built on the caller's own SIM.

CRM for calling FAQ

What is CRM calling?

CRM calling is making and receiving customer calls from inside the customer record system, so the call and the record are one thing instead of two. The caller sees who they are about to speak to before the phone rings, the outcome of the call is saved against that person in two taps, and the follow-up date set on the call is what rings them next week. With Telecalling Software this happens on the caller's own Android phone through their own SIM, so no part of it involves buying a number or paying per minute.

What is the best CRM for BPO?

For a genuine BPO, meaning inbound queues, shift rosters, call recording for quality scoring and a compliance trail, the answer is a cloud contact-centre platform rather than anything on this site. They own the numbers, record every call and route them to whoever is free. We would send you to one of those. Where this product fits is the outbound half of a small process: a team of two to thirty calling their own leads from their own handsets.

Are CRM and BPO the same?

No, and they are not even the same kind of thing. A BPO is a business: a company you hire to run a process, often calling, on your behalf. A CRM is software: the system that stores who your customers are and what was said to them. A BPO will use a CRM, usually one built for contact centres; a company that never outsources anything still needs a CRM if it calls people.

What is CRM and IVR?

They solve opposite halves of a phone conversation. IVR is the automated menu a caller hears when they ring you, the "press 1 for sales" that routes them to a department. A CRM is the record of who that person is and what happened on every previous call. They are often sold together in contact-centre software. This product has a CRM and deliberately has no IVR, because it is built for calling out to a list rather than answering a switchboard.

Which kind of calling CRM do I actually need?

Count your inbound calls. If most of your phone traffic is people ringing you and waiting in a queue, you need a contact centre with an IVR. If most of it is your team ringing out to enquiries, quotes and renewals, you need a dialer with a record attached, and paying for a switchboard you never answer is money wasted.

Can a calling CRM use my existing phone numbers?

Ours uses nothing else. Each caller keeps their own SIM and their own number, so the mobile numbers your regular customers already have in their phones keep working. Nothing is ported, nothing is bought, and if somebody leaves, the number goes with them because it was always theirs.

Is there a CRM for calling that is free?

The calling half here is free forever with no card and no user limit: 6 features including the dialer, the list filters, call analysis, analytics and automatic WhatsApp when a call ends. The record-keeping half is the paid plan at ₹161 per user per month. Free CRMs from the large global suites are real but were not built to dial an Indian SIM, so you get the records and not the calling.

Does a CRM for calling work on Android?

That is where ours lives. The caller's side is an Android app on Android 8 or newer that becomes the phone app on the handset. The manager's side is a browser dashboard, which also installs to a desktop on Windows, macOS, Linux and ChromeOS if you prefer it in its own window. There is no iPhone app for callers.

How long does it take to get a calling CRM running?

An afternoon, not a project. Install the app on one caller's phone, bring a spreadsheet of numbers, and the first real calls go out the same day. The parts that take other systems weeks, buying numbers, configuring routing, setting up an IVR tree, do not exist here because there is no switchboard to build.

Will my customers see a different number when we call?

No, and that is the single biggest practical difference between the two kinds. Calls leave the caller's own SIM, so the number on your customer's screen is a normal mobile number in their own country. Unfamiliar landline and toll-free numbers get ignored, and every extra ignored call is a lead you paid for and never reached.

Can I move to a contact centre later if we grow?

Yes, and some teams should. Your leads, notes, outcomes and follow-up dates export to CSV whenever you want them, with nothing held back to make leaving awkward. The point at which it is worth moving is usually the point at which inbound calls and recording stop being optional.

Do I need a computer to use it?

A caller does not; the whole job fits on their phone. A manager effectively does, because the dashboard, the imports and the per-caller reports want a bigger screen. Any laptop already in the office is enough: nothing has to be downloaded, though the browser will offer to install the dashboard as a desktop app if you want it.

What is the best CRM for calling in India?

That depends on which half of the phone you mean. For an outbound team of two to thirty calling their own enquiries, a SIM-based calling CRM wins on caller ID, per-minute cost and setup time, and Telecalling Software is ₹161 per user per month with the calling free forever. For inbound queues, recording and routing, a cloud contact centre is the right category and no price difference changes that.

Does a calling CRM need call recording?

For an outbound sales team, usually not, and most teams discover they were asking for it out of habit. Where it becomes non-negotiable is compliance, quality scoring against a contract, or disputes about what was promised. Those three are the honest test, and if any applies you need cloud telephony rather than a SIM dialer.

Can I use a calling CRM on a shared team phone?

It works, and it costs you the thing that makes SIM calling worth having. One shared handset means one caller ID for everybody, no per-person reporting and no way to reassign work when somebody leaves. The design assumes one caller, one phone, one number, and teams that share a device lose most of the benefit.