What is a telecalling CRM?
A telecalling CRM is customer relationship software built around phone calls. It gives each telecaller a list of leads to call, places the call, records it, and asks for the outcome and next follow-up when the call ends. Managers see every call, every agent and every lead source in one place instead of spreadsheets and call logs.
Who is DialSathi built for?
Indian sales and telecalling teams, from a few agents up to 20 users, with custom plans for larger floors: real estate, education and admissions, loans and insurance, and B2B companies that buy leads from IndiaMART. It suits any team that sells on the phone and follows up on WhatsApp.
Can DialSathi pull leads from IndiaMART, Meta and Google Ads automatically?
Yes. IndiaMART, Meta Lead Ads, Meta Click-to-WhatsApp, Google Ads lead forms, your website and any system that can send a webhook push leads straight into DialSathi. They arrive grouped into one batch per source per day, ready to distribute.
How does lead distribution work?
Pick a batch, pick the agents, and choose round robin, equal split or least loaded. You can set a cap per agent; anyone at their limit is skipped and leftover leads stay unassigned and reported, so nobody is overloaded.
Does DialSathi have an auto-dialer?
Yes. In the DialSathi Android app, agents start a call queue once and the app dials each lead in turn. When a call ends the agent records the outcome and next follow-up, and the next call starts automatically. Queues can be filtered by status, source, tags or follow-ups due, each lead is locked to one agent so nobody calls it twice, and agents can pause, skip or take a break at any time.
Is my lead data kept separate from other companies?
Yes. Every company gets its own PostgreSQL database schema on its own subdomain, so leads, call recordings and HR data are stored apart from every other customer. Inside your workspace, role-based access means agents see only their own leads and important changes are written to an audit log.
Does DialSathi record calls?
Yes. Calls placed through Exotel, MCUBE or Knowlarity, or from the agent's phone with the Android app, are timed, recorded and attached to the lead. Recordings play and download from the lead page. With the AI Suite, each recording is also transcribed and summarised.
Can I send WhatsApp messages from the CRM?
Yes. Send an approved WhatsApp template to one lead after a call or run a bulk campaign to a filtered list through Interakt, AiSensy, Wati or Gupshup. Delivery and read status come back to the lead.
Is DialSathi compliant with TRAI DND rules?
Bulk SMS and campaigns check numbers against the Do Not Disturb registry and skip them before anything is sent, and each message's delivery status is recorded.
How much does DialSathi cost?
There are two yearly plans: Growth at ₹12,999 a year for up to 10 users, and Enterprise at ₹17,999 a year for up to 20 users, plus GST. Both include manual and auto dialing, call recording, follow-up alerts and the Android app.