TeleCRM is a CRM designed for tele-calling teams, offering features like auto-dialer, WhatsApp integration, and automated lead capture. It helps businesses streamline lead follow-up and improve sales productivity through automation and real-time insights. The platform also supports efficient call management and detailed reporting for self-driven businesses across industries.
TeleCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is TeleCRM?
TeleCRM is a mobile and web-based customer relationship management (CRM) software built specifically for tele-calling teams. It streamlines calling workflows with automation tools like an auto-dialer, one-click messaging via WhatsApp, SMS, and email, and automatic lead capture from platforms such as Facebook and Google Ads.
The platform also includes features for call logging, live agent tracking, and call recordings, paired with in-depth analytics like hour-by-hour performance reports and leaderboards. With built-in workflows for drip campaigns and follow-ups, TeleCRM helps boost productivity, ensure timely outreach, and bring visibility to sales activities across teams.
What Is TeleCRM Best For?
The software stands out for streamlining high-volume calling operations. It's ideal for sales teams that rely on fast, consistent outreach through features like 1-click auto-dialing, real-time call tracking, reminders, and call recordings. It ensures every call is logged and every follow-up is timely. With lead auto-capture and integrated messaging (WhatsApp, SMS, email), it keeps reps focused and productive. TeleCRM is a strong fit for tele-calling businesses aiming to boost conversions while maintaining complete visibility and control over their calling workflows.
TeleCRM Pricing
The vendor offers subscription-based pricing plans with a minimum requirement of 3 users. Pricing is based on billing frequency and feature access:
Core CRM Plan includes Excel upload, 1-click dialer, call recording, follow-ups, reports, and leaderboard. The pricing details are as follows:
- Quarterly: $29/user/month
- Annual: $19/user/month
Core CRM + WhatsApp Chat Sync offers everything in the calling plan plus WhatsApp chat integration for the entire team, with following pricing:
- Quarterly: $36/user/month
- Annual: $24/user/month
Disclaimer: The pricing is subject to change
Integrations
The software offers integrations with a wide range of third-party applications, including:
- Shopify
- Razorpay
- WooCommerce
- Calendly
- Pabbly
Who Is TeleCRM For?
The software is built for tele-calling and sales teams that need fast outreach, lead tracking, and automation in sectors like:
- Real Estate
- Education
- Travel
- Loan direct selling agent (DSA)
- Healthcare
Is TeleCRM Right For You?
Managing high-volume calling operations manually can lead to missed follow-ups, uneven lead distribution, and limited visibility into team performance. TeleCRM addresses these challenges by centralizing all calling activities in one platform, automating lead capture, and simplifying outreach.
It supports sales teams working across various industries and scales, with clients including Domino’s, Mercedes-Benz, and Hyundai. These organizations use TeleCRM to improve responsiveness and maintain consistent customer engagement.
Still unsure if TeleCRM fits your workflow? Call us at (661) 384‑7070 to talk with a SaaS consultant to help you make an informed decision.
TeleCRM Features
This feature captures leads from Facebook Ads in real time and logs them directly into the CRM. Once inside the system, teams can view the complete interaction history and respond via WhatsApp, SMS, email, or phone. It ensures that lead data from campaigns is centrally stored and ready for follow-up.
TeleCRM allows automatic distribution of leads to different team members based on predefined rules. It integrates with multiple platforms and ensures each caller receives leads without manual assignment. This helps maintain a steady workflow across the team and reduces delays in outreach.
The 1-click dialer enables users to initiate calls directly from the CRM with a single click. It removes the need to manually dial numbers or switch between tools, allowing for more efficient calling sessions. The system also determines the next lead to call based on priority or campaign setup.
Reporting Tools TeleCRM includes various reporting options such as hour-by-hour breakdowns, daily summaries, sales performance metrics, and agent-wise tracking. A leaderboard report highlights top performers, and custom reports can be generated to meet specific business needs. These tools offer visibility into sales activity and operational trends.
Users can automate routine tasks such as sending WhatsApp messages, managing lead workflows, or updating lead information in bulk. Triggers and workflows can be set up to perform actions automatically based on lead behavior or time-based conditions, reducing the need for manual input.