Assign Leads to Eligible Telecallers in Designated Slots for Optimal Attention
This helps you to increase the productivity of the team, decrease the response time and avoid lead leakages.
Efficiently manage and distribute leads among a hierarchical team of Telecallers
Reduce response times, allowing prompt addressing of potential clients and opportunities
Safeguard against lead leakages and ensure no valuable opportunities are overlooked
Operating within designated slots provides a clear framework for tracking responsibilities
Concentrate on the ultimate goal – lead conversion
Streamlined system enhances concentration and improves the quality of interactions with leads
Streamlined process that enable quick and seamless navigation through lead-related tasks
This minimizes manual interventions by automating routine and repetitive aspects of lead management.
Ensure real-time access to relevant lead information to facilitate informed and timely engagements.
Provide Telecallers with real-time access to pertinent lead information, promoting informed and timely engagements.
Automatically update the system status based on lead discussions, ensuring accurate and up-to-date records.
Facilitate a seamless process for demat account opening guidance, coupled with efficient and transparent payment collection for subscriptions.
Introduce custom lead statuses, enabling Telecallers to make swift decisions at a glance, enhancing decision-making efficiency.
Additional features include
Email Automation
Automate your lead nurturing process with drip and trigger-based email campaigns.
Call Recording
Analyse your telecallers’ calls to better train them for future prospects.
Inbuilt WhatsApp Communication
Send personalised communication to prospects with our inbuilt Whatsapp in the CRM.
Payment Integration
Integrate seamlessly with your payment channels to collect fees.
Rule Engine To Automate Tasks
Auto-allocate leads, update status based on action, run triggered-based campaigns and more.
Maker and checker logic
Segregation of duties aims to enhance accuracy, accountability, and the overall quality of work.
Team onboarding, deboarding
Ramp new team members quickly with learning that sticks
Payment module
Automated system for point calculation, dynamically adjusting scores based on lead conversion success. Bonus mechanism to recognize and reward exceptional.
