Telecalling CRM for Financial Services
Financial Services CRM
Advise, propose and onboard clients across every financial product.
Workspace
Dashboard
Dashboard
Welcome back, Admin.
Here's what's happening across your Financial Services team today.
Total Calls
1,284
12%Leads
342
8%Conversion
24%
3%Active Users
12
- New Lead
- Contacted
- Profiling
- Proposal
Trusted by Indian sales teams that sell to Indian customers
Sales teams
Lead integrations
Industries served
Starting / month
Why it matters
What financial services teams gain with TeleCallingCRM
Never lose a lead again
Every enquiry from ads, portals and your website lands in one place deduped and auto-assigned to a financial services agent.
Call in seconds, not hours
The auto dialer queues each new financial services lead instantly, so your team reaches them while interest is hot.
See real pipeline & revenue
A money value on every lead shows what's open, what's closed, and exactly who closed it.
Keep the team accountable
Live war room, leaderboard, attendance and utilization know who's performing, in real time.
Follow-ups that never slip
One-tap callbacks and reminders mean no financial services deal ever goes cold or forgotten.
Sell from anywhere
Android & iOS app with the dialer, outcome logging and follow-ups built for field agents.
How it works
Up and running for financial services in three steps
Wealth advisors and distributors sell across mutual funds, insurance, deposits and loans each needing profiling and follow-up. TeleCallingCRM keeps every prospect in a structured pipeline, captures investment intent on the call, and ensures proposals are followed up until the client is onboarded.
Connect your leads
Plug in your ad accounts, financial services portals and website or import a CSV in seconds.
Call & track
The auto dialer rings the next lead; agents log the outcome and move the stage in a tap.
Close & report
Pipeline, conversions and revenue update live across your whole team.
Hello, Rahul
Andheri Branch
Next Caller
Rahul Sharma
98765 21043
Andheri West, Mumbai
via Website formsToday Statistics
18
Pending Calls
42
Today's Calls
Tailored pipeline
A pipeline that matches how you sell
Out of the box, your financial services leads move through stages that make sense with deal value tracked at every step.
Leads & data
Capture the right data, from the right sources
What you capture
Lead fields for Financial Services
So agents log what matters on every call and you can filter and report on it.
Where leads come from
Connected automatically
Connect once and enquiries flow straight in deduped and assigned to an agent in seconds.
- Website forms
- Facebook & Google Ads
- Referrals
- Google Sheets
The toolkit
Everything you need to sell, in one place
An auto dialer that keeps agents talking
Stop dialing by hand. Calls flow one after another, duration is captured automatically, and DNC numbers are skipped.
- Sequential auto-dialing through assigned lists
- One-tap outcome after every call
- Call duration from the phone log
- DNC numbers skipped automatically
97411 88210
Priya Menon
Acme Finance Pvt Ltd
Source: Website formsAuto-dial queue 42 waiting
Who to call
Up next
Pipeline & revenue you can actually see
Put a value on every financial services lead and watch it move from first call to closed with revenue attributed to the agent who won it.
- Deal value & expected close date per lead
- Drag leads across tailored stages
- Open vs. closed value at a glance
- Agents set value, admins approve
Workspace
Pipeline
₹38.6L
128 open
₹46.0L
32 won
27%
32 / 86
₹1.4L
204 valued
Pipeline by stage
Run the floor from a live war room
A full-screen, real-time command centre for your sales floor who's on a call, who's idle, and today's wins ticking up live.
- Live agent states & activity feed
- Today's pipeline and revenue won
- Talk-time & utilization per agent
- Built for a wall-mounted screen
Leads today
128
Won
32
Won value
₹6.4L
Conversion
27%
Talk time
37h
Ready to sell more in financial services?
Start a free trial today, or get a guided demo of TeleCallingCRM for Financial Services.
In practice
Built for the way financial services teams work
Leads today
128
Wealth advisors
Profile prospects, share proposals and track onboarded value across multiple products.
Pipeline by stage
Distributors
Work a high volume of leads with auto-dialing and product-wise pipeline reporting.
Top performers
KYC follow-up
Flag pending-KYC clients and schedule the calls needed to complete onboarding.
Everything financial services teams need included on every plan
FAQ
Financial Services CRM questions, answered
Can I track multiple financial products?
Yes. Tag each lead with the product and investment amount, and filter your pipeline by product.
Does it help with KYC follow-up?
Yes. Capture KYC status and schedule follow-ups so onboarding doesn't stall.
Is client data secure?
Yes. Encryption at rest and in transit plus role-based access keep client data protected.
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