India's #1 Financial Services CRM
Business happens on phone. Telecrm is made for businesses that sell through calls & WhatsApp!
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Or see recorded demo now!Frequently asked questions
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- Using Telecrm, you can bulk upload your Excel Data and assign it to your team automatically
- You can filter out leads based on several factors. What more, you can create custom labels to further improve lead segmentation
- With WhatsApp API integration, you can create templates and send them to your prospects whenever needed
- You will get Real time caller reports and lead based reports, thus enhancing your ability to improve your strategy based on actionable insights
- Facebook/Insta Ads
- Google Ads
- Google Sheets
- Google Forms
- Website forms
- Custom API
- Razorpay
- Pabbly
More Features
Capturing the right information
Without the right information, you will have no idea of who are the qualified leads
- Capture CIBIL score, required amount, and preferred bank in one place
- Filter relevant prospects for callback based on the data
- Close more deals
Lead theft/Data theft
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
Increase caller productivity with an 1-click dialer
Because manually typing and dialing numbers leads to confusion and time wastage. That’s the time that you are paying for
- 1-click dialer increases speed, efficiency, and accuracy
- So your callers can make more calls and close more deals
Collect verification/KYC documents in one place
Because searching through folders and WhatsApp chats, or repeatedly asking for documents is not the best use of your sales team’s time
- Collect all important documents in one place
- Access important documents anytime from anywhere
Lead transfer management
Because sharing all the requirements with 7 messages and 13 documents on WhatsApp will create confusion and a mess
- Instantly transfers interested leads to senior sales executives
- Help them to close deals immediately with all relevant information in one place
Call recording
Because without tracking you can't know if they are actually working or just pretending
- Every conversation is recorded
- You can access it from anywhere at any time
Team performance tracking
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
Call reminders
Because missed follow-ups = lost deals
- Never miss a follow-up
- Become their first and only choice
- Always follow up on time and build trust
Follow-up calendar:
Because if follow-ups are managed manually they will be missed and deals will be lost
- Check all the follow-up calls scheduled for the current day/week/month
- Check all missed follow-ups and ensure that your callers take them
- Never lose deals to competitors because of a missed follow-up
1-click WhatsApp /SMS/Email
Because you need to reach your customers where they are
- Reach them where they are, without needing any cumbersome integrations
- Effortlessly send a WhatsApp text to a lead after you end the call on a positive note