Frequently asked questions

A telecalling CRM is software built for outbound sales teams to manage leads, automate dialing, log call outcomes, and track agent performance. Unlike a generic CRM, it puts the auto dialer and the call workflow at the centre of every interaction making it the right fit for telecalling, telesales, and outbound prospecting teams.

Any team that calls leads to sell real estate, education, insurance, finance, healthcare, services, and agencies. It works equally well for a 3-person team and a 300-seat call floor because you only pay for the agent seats you use.

Yes. Flat monthly INR pricing, UPI payments, WhatsApp templates, Indian lead portals (99acres, Housing, MagicBricks, JustDial, Sulekha, TradeIndia) and Indian time-zone support are built in not retrofitted from a US product.

A smart auto dialer with encrypted call recording, AI call analysis (transcripts, sentiment & quality scoring), full lead management with auto-distribution rules, a sales pipeline with deal value and revenue forecasting, follow-up scheduling, automations & workflows, SMS/Email/WhatsApp messaging with scheduling and a unified inbox, a live war room, attendance & utilization, monthly targets & a leaderboard, a custom report builder, custom dashboards, call scripts, role-based permissions, and a mobile app all on every plan.

The dialer automatically calls the next assigned lead in the list so agents stop wasting time dialing manually. Call duration is captured from the phone's call log, outcomes are logged in one tap, and numbers on your Do-Not-Call list are skipped automatically.

You can attach a money value and expected close date to every lead and move it through stages Contacted, Qualified, Proposal, Negotiation, and Won. The pipeline shows how much revenue is open, how much has closed, and which agent closed it. Agents set the value; admins review and approve.

A full-screen, real-time monitor for the sales floor ideal for a wall-mounted screen. It shows who is on a call, who is idle, who is on leave, a live activity feed of calls and conversions, and today's pipeline and revenue won, all updating live.

Yes. Build no-code workflows with a trigger (lead created, call logged, or stage changed) and actions like sending a WhatsApp template, changing a stage, auto-assigning, tagging, or scheduling a follow-up. You pick the WhatsApp template from a list no API juggling.

Agents punch in and out from the mobile app, so you see real worked hours and how much of that time was spent on calls (utilization). On-leave agents are excluded from the idle count, and admins can mark leave from the admin panel.

When a call is recorded, TeleCallingCRM can transcribe and analyse it automatically including Hindi and Hinglish calls. For every call you get a short summary, the sentiment (positive/neutral/negative), the key points, suggested action items, and a 0–100 quality score with coaching notes. It runs in the background after the call, so there's no QA team to staff and no per-call fee. AI analysis is opt-in per account.

Yes. Calls can be recorded and stored encrypted at rest, then streamed back over authenticated playback from the lead's timeline. Agents can hear only their own calls; admins can hear the whole team's. You stay in control of how long recordings are kept.

Yes. Send SMS (via MSG91 + DLT) and Email (via your own SMTP), one at a time or in bulk, using reusable templates with per-lead personalization. You can send now or schedule for later, and every SMS, Email and WhatsApp message shows up on one unified timeline per lead so the whole conversation is in one place.

Yes. Compose an SMS or Email, pick a future date and time, and it's dispatched automatically great for reminders, offers and post-call follow-ups. You can review and cancel scheduled messages before they send.

Each lead has a single conversation view that merges SMS, Email and WhatsApp into one time-sorted timeline so anyone picking up the lead instantly sees every message that's been exchanged across channels.

Yes. Create call scripts in the admin panel and they appear for agents on the lead's call screen in the mobile app. Scripts can be tied to a pipeline stage, so the most relevant script for that stage is surfaced first.

Yes. Each pipeline stage carries a win-probability, and every lead carries a deal value and expected close date. From that, the CRM computes a weighted forecast for this month and this quarter not just a raw total alongside open vs. closed value and won revenue attributed to each agent.

You define assignment rules that run the moment a lead arrives. Modes include round-robin (over the whole team or a chosen subset), language-match (route to agents who speak the lead's language), or a fixed owner. Assignment is availability-aware, so leads only go to agents who are actually punched in, and every lead is de-duplicated first.

Yes. The admin dashboard lets each user show or hide the widgets they care about KPIs, charts, team panels, recent activity so everyone sees the view that suits their role.

Facebook & Instagram (Meta) lead ads, 99acres, Housing.com, MagicBricks, JustDial, Sulekha, TradeIndia, Google Ads lead forms, Sarv IVR, your website forms, WordPress, Wix, Google Sheets and Zapier 12+ sources in total.

Go to Integrations → Facebook & Instagram, click Connect, log in to Facebook, approve the permissions, and pick the Page(s) you advertise from. That's it new lead-form submissions arrive in the CRM within seconds. There's nothing to paste and no developer setup.

Open Integrations, click the source, and copy the unique webhook URL it generates. Paste that URL into the portal's lead-delivery settings, send one test enquiry, and confirm it appears under Leads. Every incoming lead is deduped and auto-assigned.

Yes download the free plugin from Integrations → WordPress, upload and activate it in WordPress, and paste your webhook URL in its settings. Form submissions then flow straight into the CRM.

Yes. Paste your sheet's share URL, map the column headings to CRM fields, authenticate, and sync. You can re-sync anytime new rows are added.

Plans start at ₹999/month with no per-user surprises or setup fees. You pay a flat price for a fixed number of agent seats, and every feature is included on every plan. See the pricing page for the current tiers.

Most telecalling CRMs charge around ₹899 per user every month that's ₹1,07,880 a year for a 10-agent team. The TeleCallingCRM Pro plan covers all 10 seats for a flat ₹1,599/month (₹19,188 a year), so you save about ₹88,692 a year roughly 82% less, or 5.6× cheaper. Because we bill a flat price per plan instead of per user, the savings only grow as your team grows.

Neither. Each plan is a flat monthly price for a set number of seats, and the entire feature set is unlocked on every plan there are no premium-only features and no per-feature add-ons.

Yes every plan comes with a free trial, no credit card required, cancel anytime. You get full access to the auto dialer, pipeline, integrations, analytics and the mobile app during the trial.

Yes. We send trial-ending and renewal reminder emails in advance so you're never caught off guard, and you can upgrade or change seats instantly from the Billing page.

Anytime. Add or remove agent seats and upgrade or downgrade your plan from the Billing page changes take effect immediately.

Most teams are dialing within minutes. Sign up, add your agents, import a CSV of leads (or connect a lead source), and start calling. No engineers, no contracts, no setup fees.

Yes. Import any CSV or Excel file in seconds we handle de-duplication and DNC checks automatically. Migrating tens of thousands of leads typically takes under 10 minutes.

Open Team → Add User and pick a role (Caller or Team Lead). Each agent gets their own mobile-app login. You can set per-agent daily targets and suspend or re-activate agents without losing history.

Yes Android and iOS apps are included on every plan. Agents can run the auto dialer, log outcomes, manage leads and follow-ups, punch in/out, and see their personal dashboard from their phone. Ideal for field and remote teams.

Yes. The app reads call duration from the phone's call log, so talk time is tracked accurately without manual timers. Optional biometric login keeps it secure.

Yes. Data is encrypted at rest (256-bit AES) and in transit (TLS 1.2+), with role-based access so team members only see what's relevant to their role and assigned leads. We run regular automated backups and periodic security audits.

Every business's data is scoped to its own tenant, so your leads, calls and reports are never visible to another organisation.

Yes. Numbers on your Do-Not-Call list are never dialed by the auto dialer and are flagged during import.

Yes permissions are configurable per role. You decide whether a role can view all leads or only their own, edit lead fields, change stages, transfer leads, or add numbers to the DNC list. Admins always have full access; everyone else sees only what their role allows.

Yes. Recordings are encrypted at rest and only served over authenticated, private playback they're never publicly accessible. Access follows your roles: agents hear their own calls, admins hear the team's.

Yes. You can configure data-retention windows so recordings and closed leads are automatically purged after a set number of days. Combined with the GDPR right-to-erasure (which permanently wipes a lead and all of its data and recording files), this keeps you in control of your data footprint.

Yes. Set a calling-hours window (for example 9:00 AM to 9:00 PM) so the dialer only places calls within permitted times, helping you stay compliant with TRAI guidelines.