India's Simplest Cloud Based CRM

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The Right CRM for all Financial Service Providers

Trusted by top companies

Trusted by Companies

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Lead/pipeline management

Lead pipeline management

Because when you focus on the wrong leads, your team can work super-hard without any results

  • Track each interaction with every single lead on one timeline
  • Effortlessly manage your lead communication and sales pipeline

Data security

Data security

You might have a lot of deals in the pipeline but if your agents sell the data then your competitors will steal your deals

  • Hide sensitive data from callers
  • Control who can access which leads
  • Ensure complete security of your leads and pipeline

Auto call recording

Auto call recording

Because without tracking you can't know if they are actually working or just pretending

  • Automatically track and record every conversation
  • Access recordings from anywhere
  • Provide immediate feedback to team members

Employee performance monitoring

Employee performance monitoring

Because even the best salesman can’t sell if they are not actually working. So you need to know if your people are doing their job, and whos doing the best

  • Check real-time reports with hour-by-hour performance data
  • Access your entire team's performance from anywhere
  • See how many calls each person is making and how many deals they are closing

Real-time reporting

Real-time reporting

Because if you have to compile 15 reports to check what your team is doing you just won't do it

  • Know exactly what any team member is doing
  • Track them anytime from anywhere

WhatsApp drip marketing

WhatsApp drip marketing

Because to close deals you need to regularly send updates to your prospects

  • Create a WhatsApp message sequence and watch it generate and close leads for you

Workflow automation

Workflow automation

Work smart, automate hard, to grow fast

  • Automatically engage leads with WhatsApp message sequence
  • Capture website visit data, automatically enrich leads data
  • Run WhatsApp automation to close deals even when you are sleeping

FAQs

All these 6 parts combined form the user journey, and TeleCRM is the only cloud based CRM software that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire stock sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

Cloud-based CRM software is a type of customer relationship management solution that is hosted and managed by a third-party provider on remote servers. It allows users to access the software and their data from any internet-connected device, without having to install and maintain any hardware or software on their local network.

Cloud-based CRM is a system that helps companies manage and track customer interactions over the cloud. Some advantages of using mobile CRM software include:
  1. Sales growth: Cloud-based CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: Cloud-based CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, TeleCRM allows you to import your existing lead's data, such as contact information, Assignee name, lead type and additional notes. The process of importing data is typically referred to as data migration which can easily be completed via excel uploads, manual data uploads and API integrations.

Cloud-based CRM (customer relationship management) systems to help them manage and track customer interactions over the cloud. Companies need CRM for several reasons, including:
  1. Improved customer management: Cloud-based CRM software allows them to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Cloud-based CRM automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation: TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The features of cloud-based CRM typically include:
  1. Customer calling management: Cloud-based CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.