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Telecalling CRM Software - Sales

Integration from Business Tools, Accelerate Sales Opportunities, Enhanced Customer Support, No PC or Laptop Required.

Stronger the Bond with Customer

Telecalling organization growth depends on the customer service they provide. Telecallers always connect with inbound & outbound calls to their customer, communicate efficiently, solve their queries and retain them with best support. In their daily activities they receive number of calls and followups of customers. They need to remember every task and resolve complaint fastly. sometimes they need to Track and analyse one single customer overall complains on single dashhbord. To manage and handle customer support, telecallers need a software which is automated too.

Our Treeone Telecalling CRM helps in a way to solve all the above activities seamlessly. with crm system telecallers can manage customer data .with telephonic integration they make and receive a call in a single click. To track customer and telecallers interactions, CRM record each and every call to stronger the support. Reminders allows to do their followup without fail. Finally they can analyse.

Benefits of Telecalling CRM Software – Sales

Access On the GO

Access, Track & Update your daily activities where ever you GO

No IT investments
Allows business to communicate & access through mobile App without investing in IT infra
No Landlines Required
Make & Receive calls using dynamic telephony integration
Live Call Recordings
Record all incoming, outgoing calls for future reference & analyse team performance
Cloud Storage

Have instant & Real time access at High level security

Automatic integration with all third party applications

Features of Telecalling CRM Software– Sales

Customer Relationship at Ease

The ultimate goal of the telemarketing CRM is to improve customer relationship efficiently. TreeOne CRM helps to manage all your customer interaction at one place & retain customer satisfaction by addressing their needs


Contact Management

All your customer contact stored in centralized location & can accessible by team. It can be simple to view the unique customer interaction, related sales & their support issues. This vital data not only helps for sales team but also increases the response time while customer needs support. So you clearly visualise all the deals associated with the customer.

Complete Lead Management

The process contains tracking & managing prospective customers. Leads are distributed automatically to the telecallers as per the logic. With lead distribution, you can reduce the response time and make sure that the lead is followed by the most relevant telecaller. After lead distribution, Telecallers nurture those leads with structured & Scheduled followups like making call, sending emails , sms & can update their current status.

Activity Management

Allow your team to organize and prioritize the day. Telecallers can easily create a tasks related to their customer followup activity. Easily schedule tasks, prioritize tasks and events by due date, then track them via dynamic dashboard. Get automatic Notifications to remind and helps to followup without fail. Sales team lead can track individual and overall team task progress which boost the sales process and individual productivity


Dynamic Call routing

Both inbound and outbound calls the scenario is your customer support staff need to make a call to a specific customer, or that customer calls your support staff directly. However, when it’s a call center with number of support staffs it needs a internal mechanism in place to automatically receive or make the call and to route those calls to the particular customer support staff. If Your Customer Support Staff are may be on the another call or busy with other administration activities or call, The Customers won’t be waiting calls.

Call routing features allows your business to configure and have a detailed analytics of how each incoming support call is handled by a Particular Support Staff. It helps knows which support staffs are already on the call and routes the incoming call to a support staff who is free at that moment. Even you can dig the Call routing Deeper by configuring the Staff depend upon the Location, Product or Language.

Scheduled & Automatic Reminders

Automatic reminders helps to remind all your pre planned activities, appointment and tasks to do without fail. you can specify when to remind your task. That will popup on your screen at scheduled time.This helps your business to avoid downtime & will create a personal attention towards customer.


Reports & Analytics

Analyse the status of leads, sales conversion, telecaller activities, call timings, maximum & minimum calls, average call per hour, week & monthly basis at single dashboard. This Multi dimensional report allows business leaders to easily view the daily progress & can make business decision smarter

362 View

360 Degree View of Customer provides a consolidated customer’s information, interactions, call activities, related tasks and their complete history with your organization. That smart dashboard used to analyse customer’s cross-sell and up-sell opportunity

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