Features · Lead Management & Reporting
Every lead. Tracked, assigned
and actioned — end to end.
telecrm gives your team a complete lead management system — from the moment a lead arrives to the day they become a customer. Capture, deduplicate, assign, communicate, track, and report — all in one place.
Lead Creation
Every way a lead can come in.
telecrm handles all of them.
Leads don't arrive through a single channel — and telecrm doesn't expect them to. Whether automated or manual, every lead creation method lands in the same pipeline, ready to work.
Integrations
Connect your lead sources once and every new enquiry flows in automatically — Facebook, Instagram, WhatsApp, marketplaces, website forms, and more. See all integrations →
Bulk Upload
Got a spreadsheet of leads? Upload via Excel or CSV — map columns to telecrm fields, handle duplicates on the way in, and have hundreds of leads live in minutes.
Manual Creation
Add a lead on the spot — from a walk-in, a referral, or a conversation at an event. The quick-add form captures just the essentials so your rep can move fast.
WhatsApp Message
When someone messages your business WhatsApp for the first time, telecrm automatically creates a lead — complete with the conversation already attached.
Incoming Call
When an unknown number calls in via your connected cloud telephony, telecrm creates a new lead instantly — no manual entry required from your rep.
Lead De-duplication
One person. One record.
No confusion.
Duplicate leads are inevitable when leads come from multiple sources. telecrm gives you the tools to catch them early, merge them cleanly, and resolve conflicts without losing any data.
Manual lead merge
When telecrm flags a duplicate, your rep can merge both records into one — choosing which values to keep for each field. All history from both records is preserved.
Deduplication during bulk upload
When uploading leads via Excel, telecrm runs two deduplication checks simultaneously:
Lead Assignment & Reassignment
Right lead. Right rep.
Every time.
Whether you want full control over who gets what, or a system that handles it automatically — telecrm gives you both. No lead sits unassigned. No rep gets overwhelmed.
Assign leads to reps at the point of upload — two modes:
SMART Filters & Segmentation
Filter by anything.
Find the leads that matter right now.
Filter your lead database on a single dimension or any combination — date, source, status, rep, value, actions taken, and more. Any combination of Lead Fields and Lead Actions can be used in SMART filters.
360° Lead View
Everything about a lead.
One screen. Zero switching.
Open any lead and see their complete history — every call, every WhatsApp, every task, every note. Your rep always knows exactly where they left off. No context lost. No tools to switch between.
Lead Details & Status Changes
Every field value, every status update, every stage change — with timestamp and the rep who made it.
Assignment History
See who the lead was assigned to, when it was reassigned, and why — full trail, always.
Communications
Calls (incoming & outgoing), WhatsApp messages, emails, and SMS — all in one chronological timeline.
Lead & Rep Actions
Actions done by the lead (website visit, inbound call) and by the rep (message sent, note added) — separated and searchable.
Tasks
Call follow-ups, demos, site visits, Google Meets, Todos, and custom tasks — with priority (Urgent/High/Medium/Low) and due date.
Notes, AI Audits, Files & Payment Links
Rich text notes, AI-powered call quality scoring, file attachments, and payment links — all from within the lead record.
Lead Actions
Everything a rep can do with a lead.
Right from the lead record.
Every action a rep needs to take with a lead is available directly from the lead record — no switching apps, no copy-pasting numbers, no external tools. Act faster, follow up better, close more.
Lead Tracking & Reporting
Know exactly what's working.
And what isn't.
Built-in dashboards, call reports, and BI-level analytics give managers the data they need to coach their team, fix bottlenecks, and hit targets — without exporting a single spreadsheet.
Are you ready
to get started?
No jargon. We'll show you exactly how telecrm works for your business — your industry, your team size, your lead sources. The demo is free. The setup is guided. The commitment is yours to make when you're ready.
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FAQ
Your questions, answered plainly.
How does telecrm capture leads?
It handles every way a lead can come in and captures them automatically, end to end.
Does it prevent duplicate records?
Yes — deduplication keeps one person to one record, so there's no confusion.
How are leads assigned to reps?
Assignment rules route the right lead to the right rep, every time.
Can I quickly find specific leads?
Yes — smart filters let you filter by anything and surface the leads that matter right now, with a full 360° view of each one.