Telecalling CRM

Social Lead Automation CRM

🔔
GM
Admin
Super Admin

Dashboard

Complete telecalling, sales and automation overview

Lead Status Overview
Social Lead Sources

Lead Management

Create, assign and manage leads

Lead IDCustomerMobileSourceCampaignProductPriorityStatusTelecallerFollow-upActions

Telecalling Workspace

Call leads and record dispositions

Select a lead to start calling.

Follow-ups

Today's, upcoming and overdue follow-ups

Today's Follow-ups
0
Upcoming
0
Overdue
0
Completed
0
CustomerMobileTelecallerDateTimePriorityStatusNotesAction

Customers

Converted and qualified customers

CustomerMobileCityProductTelecallerStatusCreated

Sales & Conversion

Converted leads and revenue

Total Sales
₹0
Transactions
0
Paid
0
Pending
0
Sale IDCustomerProductAmountDiscountFinalPaymentTelecallerDate

Telecaller Performance

Compare calling and conversion performance

TelecallerAssigned LeadsCallsConnectedInterestedFollow-upsConversionsConversion %Sales

Reports

CRM analytics and business performance

Total Calls
0
Connected Calls
0
Conversions
0
Conversion Rate
0%
Lead Sources
Campaign Performance

Automation

Control automatic lead capture, assignment and welcome messages

New Lead Automation
Auto Capture Social Leads
Accept leads from connected social platforms
Auto Assign Telecaller
Round robin assignment
Send Welcome Message
Create WhatsApp welcome message automatically
Create Follow-up Automatically
Schedule next follow-up after lead creation
Live WhatsApp API
Use secure PHP backend to send approved WhatsApp template
Welcome Message Template
Variables: {{customer_name}}, {{company_name}}, {{product_name}}, {{telecaller_name}}, {{campaign_name}}

Integrations

Social lead and messaging connections

Meta / Facebook Lead Ads

Demo Mode

Webhook-ready architecture. Production needs Meta App + backend.

Instagram Lead Ads

Demo Mode

Lead is processed through the same automation engine.

WhatsApp Business Cloud API

Backend Ready

Turn ON Live WhatsApp API in Automation after configuring server environment variables. Approved templates are sent through api/whatsapp-send.php.

Backend API Hook

Not Connected

Frontend is prepared to call your server endpoint.

POST /api/webhooks/meta-lead
POST /api/messages/whatsapp
POST /api/leads
Integration Logs
TimePlatformExternal Lead IDCustomerCampaignCRM LeadDuplicateAssigned ToWelcomeStatus

Message Logs

Track welcome and WhatsApp messages

Message IDCustomerMobileTemplateTelecallerStatusCreatedAction

Data Import / Export

Import leads directly from Excel (.xlsx/.xls) or CSV

Import Leads from Excel / CSV

Supported columns: Name, Mobile, Alternate Mobile, Email, City, State, Company, Source, Campaign, Product, Priority, Status, Telecaller, Follow-up Date, Follow-up Time, Notes.


Choose an Excel or CSV file.
Export CRM Data

Download data in Excel or CSV format.




User Management

Manage CRM users and roles

NameRoleEmailMobileStatus

Settings

Configure CRM preferences

Follow-up Alert Center
Due and overdue follow-ups