Features
Everything between hello and closed.
A dialer, a CRM and a manager’s dashboard in one product, built for Indian teams who sell over the phone. Here is every part of it.
01Dialing
Dial a whole list without touching the keypad.
The telecaller opens a campaign on the Android app and CRM Dialer calls each lead in order from the phone’s own SIM. Between calls there is only one job: pick an outcome.
Priya Raghavan
Up next 148 left
- Arjun Mehta
- Sneha Kulkarni
- Rohit Bansal
Last disposition
✓ Site visit booked
- Power / auto dialing
- The next number rings as soon as the last call ends and the outcome is saved. Optional countdown so agents can read the lead first.
- Click-to-call from web
- Managers and agents on a laptop click a number and the call is placed from their paired Android phone.
- Preview mode
- For high-value callbacks: the lead’s history opens first, the agent decides when to dial.
- Retry rules
- Not picked? Busy? Switched off? Set how many times and how far apart each lead is retried.
- Calling hours
- Campaigns only dial inside the hours you set, so nobody is rung at 10:30 pm by mistake.
- Predictive & progressive (cloud)
- On the Scale plan with cloud calling: pacing algorithms for high-volume floors. Not possible on a personal SIM.
02Leads
One queue for every enquiry, from every source.
Portal enquiries, ad leads, website forms and spreadsheets arrive in one place, cleaned up and ready to call. Nothing sits in an inbox overnight.
New 38
Contacted 24
Site visit 9
Won 4
- Lead capture
- Meta Lead Ads, Google Ads forms, website forms, IndiaMART, JustDial, TradeIndia, 99acres, MagicBricks, Housing.com and CSV/Excel.
- De-duplication
- Same phone number from two portals? It’s merged into one lead with both sources recorded.
- Pipelines & stages
- Separate pipelines for each product, project or course, with stages that match how you actually sell.
- Custom fields
- Budget, location, course, loan amount, roof size. Capture what your team qualifies on.
- Follow-up reminders
- Every “call me after 6” becomes a task with a reminder on the agent’s phone.
- Notes & history
- Every call, outcome, message and note on one timeline, so whoever picks up next has context.
03Assignment
The right lead to the right person, before it cools.
Assignment rules decide who calls each new lead the moment it arrives, so nobody has to forward spreadsheets on WhatsApp.
Project = Wakad
Language = Marathi
→ round-robin
- Round-robin
- Spread new leads evenly across a team, or weight it towards your best closers.
- Rule-based routing
- Route by project, city, language, source, product or any custom field.
- Untouched-lead escalation
- If a new lead hasn’t been called within the time you set, it is flagged to the manager or reassigned.
- Bulk reassignment
- Someone on leave? Move their open leads and follow-ups to a teammate in two clicks.
04Calls & recordings
Every call on record. Every recording where it belongs.
Calls made from the app are logged automatically against the lead. Recordings from the phone’s built-in recorder sync on supported Android devices.
Recordings · today synced 2 min ago
Rahul → Kavya M.
Pooja → Imran A.
Aman → Leela V.
- Automatic call logs
- Outgoing, incoming, missed, rejected and connected calls, with duration, time and the agent who made them.
- Call outcomes
- Mandatory dispositions so every call ends with a reason: interested, call back, not reachable, wrong number, do not call.
- Recording sync
- Recordings from supported Android phones attach to the lead. On cloud calling every call is recorded on the server.
- Missed-call capture
- Unknown numbers that called a telecaller back are matched to leads or created as new ones.
05Messaging
Follow every call with the message they asked for.
Brochures, price sheets, location pins and payment links go out from the same screen the call ends on.
- WhatsApp templates
- Approved templates sent through the official WhatsApp Business API via our partner, logged on the lead.
- Auto-message on outcome
- Mark “Not picked” and a polite WhatsApp goes out automatically. Mark “Interested” and the brochure follows.
- SMS with DLT templates
- For teams that need SMS, using your DLT-registered sender and templates.
06Reports
Manage the floor on numbers, not on status calls.
Every number on these dashboards is captured from the calls themselves, not typed in at the end of the day.
Talk time vs target · this week target 90 min/day
- Talk time & dials
- Per agent, per team, per day, against the targets you set.
- First-call time
- How long new leads waited for their first call, by source and by agent.
- Connect & conversion
- Which sources, campaigns and calling hours actually turn into site visits, demos or disbursals.
- Leaderboards
- A live board for the floor. Healthy competition, visible to everyone.
- Working hours
- First and last call of the day, idle gaps, and time on the app.
07Compliance & admin
Guard-rails built into the workflow.
TRAI’s 2025 rules and the DPDP Act raise the cost of getting calling wrong. CRM Dialer makes the right thing the default thing. Not legal advice; read our guide for context.
Campaign pre-flight list: expo-walkins.csv
- Lead source & consent storedpass
- DND / NCPR scrub on importpass
- Recording disclosure promptpass
- “Do not call” → 90-day lockpass
- Promotional campaign on 10-digit SIMblocked
212 numbers removed (registered on NCPR). 1,048 ready to dial.
- Consent & source on every lead
- Where the lead came from and when, stored with the record.
- DND / NCPR scrub
- Imported lists are checked and registered numbers set aside before any campaign.
- Do-not-call lock
- A “Do not call” outcome blocks the number from campaigns for 90 days.
- Roles & audit log
- Agents see their own leads; managers see their teams; every export and deletion is logged.
- Data export & deletion
- Export or delete a person’s data on request, to support your duties under the DPDP Act.
Android app
Your telecallers already have the hardware.
CRM Dialer runs on the Android phones your team already carries and dials from the SIM in them. No headsets to buy, no desk phones, no number porting. Managers work from the web app on any laptop. Field reps get the same lead list, follow-ups and call logging on the road.
iPhone users can use the web app, reports and click-to-call through cloud calling; SIM dialing and call-log sync need Android because iOS doesn’t let apps read call logs.
Calling from your SIM
Neha Joshi
+91 98xxx xx214
After the call