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Calling CRM features, from the first ring to the renewal
Every feature below is live in the Calling CRM app today. Pick a group to see how it works on the phone and what the owner sees.
15 pages
Calling CRM and call management
The core: every call on a lead, with an outcome and a next step.
- Calling CRM appInstall and set up on each phone
- Calling CRM softwareThe owner side: reports, import, team
- SIM calling CRMCalls on the SIM already in the phone
- Call management CRMCall, outcome, follow-up loop
- Call management softwareMobile SIM software for small teams
- Call management appA business dialer for Android
- Telecalling CRMWorkflow for telecalling teams
- Telecalling softwareQueues, assignment and the Done tab
- Telecaller appOne caller’s day, start to finish
- Employee call tracking appThe owner sees every call
- Call tracking app for businessSIM and internet calls in one log
- Call log CRMCall history becomes lead history
- CRM with dialerDialer and CRM in one app
- Mobile CRM appA CRM that lives on the phone
- Dual SIM CRMPick the SIM per call
7 pages
Auto dialer
Call a list hands-free, on the SIM or over WhatsApp.
- Auto dialer appHands-free list calling
- SIM based auto dialerDialling from your own number
- WhatsApp auto dialerCall a list over WhatsApp
- Auto redial appRetries for unanswered calls
- Bulk calling appLarge lists, guided sessions
- Power dialer appPower, auto and predictive explained
- Click to call from computerClick in Chrome, the phone dials
6 pagesWhatsApp
Chats, automatic messages and campaigns beside every call.
- WhatsApp CRMLive chat inside the calling app
- CRM with WhatsApp integrationAny API provider, synced templates
- Bulk WhatsApp senderFrom the phone or as a campaign
- WhatsApp after call messageA message per call type
- WhatsApp follow-up sequenceDay-by-day timelines
- WhatsApp call trackingWhatsApp, Meet and Zoom calls logged
12 pages
Leads and follow-ups
Statuses, sources, reminders and the leads that slipped away.
- Lead management appStatuses, tags, filters, bulk edit
- Lead follow-up appHistory and remarks on the next call
- Follow-up reminder appAlarms that stay until done
- Call reminder appCall someone back at a set time
- Missed call follow-up appOne-tap call back and WhatsApp
- Lost leads trackingNumbers that never connected
- Lead distribution appAssignment, transfer, round-robin
- Google Sheet lead importScheduled import with mapping
- IndiaMART lead CRMIndiaMART leads via Google Sheets
- Facebook lead CRMLead ads via Google Sheets
- JustDial lead CRMJustDial enquiries via Google Sheets
- Client renewal reminder appPaid clients and renewals
6 pages
Reports, caller ID and backup
What the owner sees, who is calling, and where the data lives.
4 pages
Field teams and attendance
Selfie attendance, live route and kilometres for staff on duty.
3 pages
Platforms and languages
Android, iPhone and Hindi.