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

The purpose of opportunity management is to followup & Manage the activities to convert leads into deals. Once the lead shows interest towards the service, classify it by hot, warm & cold leads based on likelihood. Then followup them with continuous activities. This opportunity management reveals the effectiveness of sales pipeline, task, activities & provides greater visibility of sales.

The Key benefits of TreeOne Telecalling CRM+ software is that it allows you to integrate your system with any other available third-party telephony apps through which you likely get your inbound and outbound calls. With the ability of this advanced telephony integrations, your business can increase its efficiency and maximize the outreach and customer support. You can integrate to your favorite Third Party Telephony with our TreeOne Telecalling CRM+ software
With your preferred telephony provider integrated with TreeOne Telecalling CRM+, you can make outbound calls at seamless ease. By Simply searching with the name of the contact and opens the contact record at a single click on the icon you can able to reach and your support executive in their login can see an option to place a direct call to the customer to support them via TreeOne Telecalling CRM+. If it’s a Web Based Application, All you need is a headset with a mike; Or else your business has been using our Mobile Application then a Smartphone is enough to bridge your business with a seamless customer support. Now your Customer support team is all set right to place an outbound call to any customer whose data stored in the CRM system
As same as Outbound Calls, you can receive the inbound calls through those integrated applications while working in TreeOne Telecalling CRM+. When a Incoming call comes in, you can will see a call notification appears on the screen, and all you need to do is just to click take the call. If the support staff is already on a call, the Software will recognize and asks if they wish to answer the call or to ignore it

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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