What is a telecalling CRM?
- A telecalling CRM is a customer record built around phone calls rather than emails. Each lead is a number with a status, notes and a follow-up date, and the CRM sits where the calls happen. In Telecalling Software that is the caller's own Android phone, with a web dashboard for the manager.
Why not just use a normal CRM for telecalling?
- Because a normal CRM waits for someone to type in what happened after the fact, and in a calling team that typing never quite happens. A telecalling CRM takes the outcome at the moment the call ends, on the same phone, in two taps, and shows the record on the next call from that number.
Can I use Telecalling Software as a CRM without the auto dialer?
- Yes. The lead list, statuses, notes, follow-ups, clients and the manager dashboard all work with ordinary manual calling. The auto dialer is there when a caller wants to work through a list hands-free.
Can I define my own lead stages?
- Yes. Rename the default stages, add your own such as Site visit or Demo booked, and drag them into the order your team uses. A stage can also send its own WhatsApp message when a lead moves there.
How do leads get into the CRM?
- Four ways: typed from a number on the phone, imported from an Excel, CSV or JSON file, shared into the app from WhatsApp or email, or pulled automatically from a Google Sheet or an API that your ad forms and portals write to.
Can a manager see the whole team's pipeline?
- Yes. The web dashboard lists every lead with its owner, status, last note and next follow-up, and reports calls made, connected and outcomes per caller for any date range. Permissions decide who may export, transfer, edit or delete.
Does the CRM work offline?
- The records are on the phone, so viewing leads, saving notes and setting follow-ups work without signal. Changes sync to the account and the dashboard the next time the phone is online.
Is there a limit on leads or users?
- No limit on leads or calls. The price is simply per user, ₹159 per user per month when paid yearly, and every CRM feature is included in it.