Lead capture
Every lead in one list.
- Leads from your website forms arrive in the CRM on their own
- Each lead shows where it came from
- Add leads by hand when they come in by phone or walk-in
Telecaller CRM software for teams that sell on the phone
Our telecaller CRM software captures every lead, gives your callers one dashboard to work from, turns calls into AI reports and sends follow-ups on WhatsApp.
What the CRM does
Leads come in, telecallers call them, managers see what happened, and nobody is left without a follow-up.
Telecaller dashboard
One screen for the people making the calls.
- Assign leads to telecallers
- Each telecaller sees their own leads and who to call next
- Move each lead along, from new to contacted to won or lost
- Set a follow-up date so no lead is forgotten
AI call-analysis reports
Know what happened on the calls without listening to all of them.
- AI reads through your team’s calls and writes a short report
- Spot calls that need a follow-up or a manager’s review
- Use the reports to coach telecallers on real conversations
WhatsApp follow-ups
Follow up where your customers already are.
- Send WhatsApp follow-ups to leads from the CRM
- Follow-ups are recorded against the lead, so the next caller knows what was said
- Pick up a conversation on WhatsApp after a call ends
Why switch
Most small sales teams start with spreadsheets, call logs and personal WhatsApp. That works for a few leads. With more leads and more callers, follow-ups slip and nobody can see why.
| Topic | Spreadsheets and phone notes | Lead & Telecaller CRM |
|---|---|---|
| Where leads live | Sheets, notebooks and personal phones | One list, with the source of every lead |
| Who calls whom | Decided on the day, often twice or not at all | Leads assigned to each telecaller on their dashboard |
| Follow-ups | Depend on someone remembering | Follow-up dates and WhatsApp messages recorded on the lead |
| Knowing what happened on calls | Ask the caller, or listen yourself | AI call-analysis reports |
| When a telecaller leaves | Their leads and notes leave with them | Leads and history stay in the CRM |
Questions about the CRM
Who is the CRM for?
Businesses that sell over the phone: a team of telecallers working through leads, and an owner or manager who needs to see what is happening without sitting next to them.
Where do the leads come from?
Leads from your website forms arrive in the CRM on their own, and you can add leads by hand when they come in by phone or walk-in. Each lead shows where it came from.
What are AI call-analysis reports?
AI goes through your team’s calls and writes short reports, so you can see what happened on calls without listening to every one. Managers use them to spot calls that need a follow-up and to coach telecallers.
Can we follow up on WhatsApp?
Yes. You send WhatsApp follow-ups from the CRM, and they are recorded against the lead, so the next person who calls knows what was already said.
How much does the CRM cost?
Contact us for pricing. It depends on your team and how you plan to use the CRM, and we show you a demo first so you know what you are paying for.
Can I see the CRM working first?
Yes. Book a demo on this page and we will call you within one working day to fix a time.
Need a CRM built around your own process?
If your sales team works in a way no ready-made CRM fits, we build one for you on the same foundations.
Book a CRM demo
Tell us how your team handles leads today. We will call you within one working day to fix a demo and talk through pricing.
Prefer to pick a slot yourself?