Features · List and Labels
Enabling lead focus
and prioritization.
Increasing lead to sales conversions.
Useful capabilities to help your team's efficiency in prioritizing and managing their work: segmentation lists, dynamic smart lists, labels, bulk actions, and campaign targeting; designed for high performing sales teams.
01 — Lead Segmentation Lists
Leverage individual acumen, experience and instinct with lists in telecrm.
A single undifferentiated lead inbox is where follow-ups die. telecrm lets you create named lists for every campaign, territory, source, or rep assignment — so your team works focused, purposeful lead sets instead of scrolling through noise.
02 — Dynamic Smart Lists
Stop filtering.
Start working persistent lists.
Most teams apply the same filter every morning to find the same set of leads. Smart lists eliminate this repetition entirely. Define your conditions once — source, stage, date range, ticket size, activity status etc. and telecrm maintains the list automatically from that point forward. Every new matching lead enters. Every lead that no longer qualifies exits.
Filter on any dimension.
Date and time, lead source, stage, assigned rep, geography, ticket size, custom field values, actions taken, last activity — any field in telecrm is a valid filter condition.
Stack conditions freely.
Combine as many filters as your segment needs — match all, match any, or exclude conditions. The more specific the filter, the more targeted the list.
Always current, zero maintenance.
"Hot leads with no reply in 3 days" always shows exactly those leads — no manual pulling, no stale exports, no batch jobs running overnight.
Automate list membership via workflows.
Beyond filter-based rules, telecrm workflows can automatically add leads to a list when a condition is met — stage change, form submission, call outcome, or any trigger. The list stays accurate without anyone managing it.
Save and reuse.
Save any filter combination as a named smart list. Your team gets a library of live segments — not a search to rebuild from scratch every morning.
03 — Labels & Tagging System
Your own buckets.
Private by default.
Think of labels as sticky notes on a lead — your Hot Leads bucket, your Follow Up bucket. Create them in seconds, apply them to any lead with one tap, and filter your entire list by them instantly. And by default, no one else can see them — unless you choose to share.
Fully custom, colour-coded.
Name labels anything — Hot Lead, Follow Up, Visited, Negotiating — and assign each a colour. Applied from the mobile app main menu in seconds, visible as a coloured tag on every lead in your list.
Every label is a filter.
Tap any label to instantly filter your leads list to just those leads. Combine with date ranges, stages, or sources for precision segments that feed into bulk actions or campaigns.
Show in automations.
Toggle any label to appear in automation workflows — so you can trigger actions based on label membership. Enrol Hot Leads into a drip, fire a notification when a lead is labelled Negotiating, or auto-assign when a label is applied.
Private by default.
Every label you create is visible to you only. Your admin and team members cannot see it until you decide to share it — giving reps a personal working view without exposing their strategy.
Share selectively — or make public.
When collaboration is needed, share a label with specific team members by name, or make it public for the whole team. Your choice, any time, one click.
- Fully custom, colour-coded. Name labels anything — Hot Lead, Follow Up, Visited, Negotiating — and assign each a colour. Applied from the mobile app main menu in seconds, visible as a coloured tag on every lead in your list.
- Every label is a filter. Tap any label to instantly filter your leads list to just those leads. Combine with date ranges, stages, or sources for precision segments that feed into bulk actions or campaigns.
- Show in automations. Toggle any label to appear in automation workflows — so you can trigger actions based on label membership. Enrol Hot Leads into a drip, fire a notification when a lead is labelled Negotiating, or auto-assign when a label is applied.
- Private by default. Every label you create is visible to you only. Your admin and team members cannot see it until you decide to share it — giving reps a personal working view without exposing their strategy.
- Share selectively — or make public. When collaboration is needed, share a label with specific team members by name, or make it public for the whole team. Your choice, any time, one click.
04 — Bulk Actions on Lists
Select a segment.
Act on all of them.
Working lead-by-lead is the bottleneck in every high-volume sales team. telecrm's bulk actions let you filter any list or label combination, select all matched leads, and execute — WhatsApp broadcast, drip campaign, notification, reassign, or relabel — in a single move.
WhatsApp broadcast to the segment.
Send a personalised WhatsApp message — with the lead's name, product, and offer — to every lead in the segment simultaneously. No copy-paste, no scheduling tool needed.
Trigger drip campaigns from a list.
Enrol all selected leads into a timed drip sequence — Day 1 WhatsApp, Day 3 call reminder, Day 7 follow-up message — without setting up each lead individually.
Bulk reassign in seconds.
When a rep leaves, a territory changes, or you need to rebalance workload — select the list and reassign every lead in one action. No manual transfer, no dropped leads.
Bulk relabel after campaigns or events.
Campaign ended? Conference attended? Mark all leads in the relevant list with a new label in one action — the database stays current without any manual work.
Push to calling campaign directly.
No export, no spreadsheet, no re-import. Filtered leads go straight into a structured calling campaign — reps start dialling immediately.
- WhatsApp broadcast to the segment. Send a personalised WhatsApp message — with the lead's name, product, and offer — to every lead in the segment simultaneously. No copy-paste, no scheduling tool needed.
- Trigger drip campaigns from a list. Enrol all selected leads into a timed drip sequence — Day 1 WhatsApp, Day 3 call reminder, Day 7 follow-up message — without setting up each lead individually.
- Bulk reassign in seconds. When a rep leaves, a territory changes, or you need to rebalance workload — select the list and reassign every lead in one action. No manual transfer, no dropped leads.
- Bulk relabel after campaigns or events. Campaign ended? Conference attended? Mark all leads in the relevant list with a new label in one action — the database stays current without any manual work.
- Push to calling campaign directly. No export, no spreadsheet, no re-import. Filtered leads go straight into a structured calling campaign — reps start dialling immediately.
05 — Campaign Targeting Using Lists
The right message.
The right leads.
Zero guesswork.
Lists and labels aren't just for organising — they're the targeting layer for every campaign telecrm runs. WhatsApp broadcasts, calling campaigns, drip sequences, and automated notifications all draw from your list and label segments, so every campaign reaches exactly who it should, with no manual audience building.
WhatsApp campaigns on list segments.
Select a list or label filter, choose a WhatsApp template, and broadcast to hundreds of leads simultaneously — with personalisation tokens for name, product, and offer applied automatically per lead.
Drip campaigns from list segments.
Enrol a list segment into a timed drip sequence — Day 1 WhatsApp, Day 3 call reminder, Day 7 re-engagement message. The sequence runs automatically; reps are notified when it's time to call.
Calling campaigns from filtered lists.
A calling campaign is a structured daily dial plan built from your list segment. Reps get a focused queue to work through — no dialling decisions, no missed leads, no rep autonomy over prioritisation.
Workflow-triggered actions on list membership.
When a lead enters a list via a workflow trigger — stage change, form fill, call outcome — telecrm can automatically fire a status update, send a notification to the assigned rep, or enrol the lead in a campaign. No manual step required.
Cross-channel in one workflow.
WhatsApp message to the segment first, calling campaign for non-responders, relabel and archive the rest — all managed within the same list, without exporting to another tool.
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FAQ
Your questions, answered plainly.
What's the difference between lists and labels?
Lists segment leads (including dynamic smart lists that update themselves); colour-coded labels tag and prioritise them.
Are my lists visible to the whole team?
Your own buckets are private by default.
Can I act on a whole segment at once?
Yes — select a segment and act on all of them with bulk actions.
How do lists improve conversions?
They enable focus and prioritisation, which increases lead-to-sales conversion.