TeleCRM Features.
Select features to build your requirement checklist or preview features.
1-Click Dialer
Dial prospects instantly from web or mobile with zero delay
- Initiate calls directly from desktop CRM interface
- Auto-dial lead queues seamlessly without manual entry
- Seamless phone bridging for high outbound call volume
Md Minhaj
+91 79821 23254
Leaderboard Report
Real-time visibility into sales reps' performance metrics
- Track top performing agents by calls and deals closed
- Live rankings updated automatically across teams
- Boost motivation with dynamic goal visualizers
WhatsApp Broadcast Marketing
Send official targeted WhatsApp campaigns at scale
- Reach thousands of leads with personalized templates
- Track message read rates and responses instantly
- Automate follow-up sequences for broadcast replies
Broadcast: Festive Launch
500 Leads • 98.4% Delivered
Hi Rajesh! Here is the pricing & layout plan for Bandra.
Call Reminders
Automated alert system for timely lead follow-ups
- Set schedule reminders right from lead interaction cards
- Receive pop-up and push notifications before call time
- Auto-reschedule missed follow-ups with one tap
Scheduled: Today 2:30 PM • 3BHK Inquiry
"Requested call after clinic hours"
Sales Report
Comprehensive reporting on conversion rates & revenue
- Analyze full sales funnel stage transitions
- Export revenue forecasts and custom date-range reports
- Filter performance by campaign, source, or agent
Smart Workflows
Automate repetitive lead assignments and trigger actions
- Auto-assign inbound leads based on rules or round-robin
- Trigger instant automated SMS/WhatsApp upon lead signup
- Escalate stagnant leads automatically to senior managers
Meta Lead Ad Form Submitted
Round-Robin ➔ Priya Patel
Brochure PDF Dispatched
Automatic Call Recording
Record and store calls in cloud lead timelines automatically
- Cloud recording for incoming and outgoing sales calls
- Listen to audio logs directly within the CRM timeline
- Quality assurance for team training and compliance
Ananya Patel
03:45 / 04:12 • High Quality
Agents Report
Granular breakdown of call duration, count, and idle time
- Track individual talk time, total calls, and response speed
- Identify high performers and agents needing assistance
- Daily and weekly automated summary scorecards
Bulk Edit
Update status, tags, and assignments for multiple leads at once
- Batch update hundreds of leads in seconds
- Re-assign lead lists across sales reps with 1 click
- Apply custom tags and campaign labels in bulk
Excel Import
Import CSV and Excel spreadsheets into your CRM seamlessly
- Map custom columns dynamically to CRM fields
- Automatic duplicate detection during import
- Import thousands of lead records in seconds
FB Lead Capture
Sync Facebook Lead Ads instantly into CRM without delays
- Real-time webhook sync from Meta Lead Forms
- Immediate auto-assignment to sales agents
- Trigger instant welcome messages to new ad leads
Campaign: 3BHK Luxury Bandra Villas
Custom API Integration
REST API endpoints to connect custom platforms & databases
- Secure webhooks and RESTful API access
- Sync customer data with ERPs and custom backends
- Flexible payload handling for custom events
{
"name": "Aditya",
"source": "Website",
"status": "assigned"
}
Lead Routing
Route leads dynamically based on location, language, or logic
- Round-robin, territory-based, or skill-based routing
- Ensure fast response time by assigning online reps
- Fallback logic for unassigned leads
WhatsApp Alerts
Send automated status updates & notifications to clients
- Send order confirmations and deal status alerts
- Instant WhatsApp notifications for assigned tasks
- Higher open rates compared to email alerts
⚡ Site Visit Confirmed!
Your visit to Bandra Palms is scheduled for Sunday 11:00 AM.
1-Click WhatsApp
Start WhatsApp conversations without saving phone contacts
- Direct open in WhatsApp Web or app
- Pre-filled chat templates for speedy messaging
- Log WhatsApp conversations on lead timeline
1-Click SMS/Email
Send templated emails or SMS messages instantly from CRM
- Pre-approved SMS templates & email blueprints
- Track message delivery status inside lead profile
- Omnichannel reach for leads not active on WhatsApp
Dear Rahul, your token booking #891 is confirmed for Flat 402.
✓ DeliveredPush Notification
Instant mobile push alerts for incoming leads & reminders
- Real-time mobile alerts when new leads are assigned
- Never miss follow-up calls while on the go
- Customizable notification preferences per agent
Facebook Lead: Vikram Singh • Bandra
Call Dr. Suresh Rao regarding quotation
Payment Creation
Generate payment links directly inside the chat/lead card
- Create UPI / payment links in 1 click
- Share payment links via WhatsApp or SMS
- Auto-update lead status to Closed Won upon payment receipt
Hour-by-hour Report
Track peak call hours and team output by the hour
- Hourly breakdown of total calls, connect rate, and output
- Identify peak productivity hours during the workday
- Optimize agent shifts based on lead activity trends
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