Telecalling CRM for Fintech
Fintech CRM
Drive activation and onboarding for lending, payments and neobank users.
Workspace
Dashboard
Dashboard
Welcome back, Admin.
Here's what's happening across your Fintech team today.
Total Calls
1,284
12%Leads
342
8%Conversion
24%
3%Active Users
12
- Lead
- KYC Started
- KYC Done
- Activated
Trusted by Indian sales teams that sell to Indian customers
Sales teams
Lead integrations
Industries served
Starting / month
Why it matters
What fintech 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 fintech agent.
Call in seconds, not hours
The auto dialer queues each new fintech 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 fintech 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 fintech in three steps
Fintech tele-teams convert app signups into active, KYC-complete users. TeleCallingCRM connects to your signup flow, auto-dials new users, and tracks them through KYC and activation turning drop-offs into transacting customers.
Connect your leads
Plug in your ad accounts, fintech 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 App signups (webhook / Zapier)Today Statistics
18
Pending Calls
42
Today's Calls
Tailored pipeline
A pipeline that matches how you sell
Out of the box, your fintech 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 Fintech
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.
- App signups (webhook / Zapier)
- Facebook & Google Ads
- 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: App signups (webhook / Zapier)Auto-dial queue 42 waiting
Who to call
Up next
Pipeline & revenue you can actually see
Put a value on every fintech 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 fintech?
Start a free trial today, or get a guided demo of TeleCallingCRM for Fintech.
In practice
Built for the way fintech teams work
Leads today
128
Lending apps
Call new applicants fast, complete KYC over the phone, and push approved users to disbursal.
Pipeline by stage
Neobanks & payments
Recover signup drop-offs by calling users stuck at KYC or activation.
Top performers
Reactivation
Identify dormant users and run win-back calling campaigns with clear dispositions.
Everything fintech teams need included on every plan
FAQ
Fintech CRM questions, answered
Can signups trigger a call automatically?
Yes. Push signups in via webhook or Zapier and the dialer queues them immediately.
Can I track KYC and activation stages?
Yes. The pipeline covers KYC Started, KYC Done, Activated and Transacting.
Can we run reactivation campaigns?
Yes. Upload dormant-user lists and run targeted outbound campaigns with the auto dialer.
Ready to Supercharge Your Telecalling?
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