CALL CENTERS CRM

The CRM your telecalling team runs on.

Capture from any source. Auto-assign by campaign. Call from your phone. Send WhatsApp. Track every disposition.

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50+ calling teams · 15+ years building CRM in India

01CRM
PIPELINE VALUE
₹18,42,500
+23% WoW
New42
Contacted28
Interested14
Won3
JD
02Call Tracking
TODAY · TEAM
2,478
Total Calls
Connected Calls1,476
Connection Rate59.6%
Avg Duration / Call2m 48s
Avg Calls / Agent42
● AUTO-LOGGED · REAL-TIME SYNC
03WhatsApp
DAY 2 · FOLLOW-UP
Auto follow-up sent
Got your call, can I get details?
10:30 AM
Brochure + pricing 📎
10:31 AM
Looks good. Demo possible?
10:32 AM
Wed 3 PM works? ✓✓
10:32 AM
OFFICIAL API · APPROVED

Trusted by 50+ calling teams across India

From 5-rep inside-sales hubs to 50-agent telecalling teams.

Shubham Housing Finance
Edelweiss Tokio Life Insurance
MSE Financial Services
Smart Owl Education (Code Young)
ShareKhan
Findoc Financial Services
The Job Factory
Continental Immigration
The Prayas India
Shubham Housing Finance
Edelweiss Tokio Life Insurance
MSE Financial Services
Smart Owl Education (Code Young)
ShareKhan
Findoc Financial Services
The Job Factory
Continental Immigration
The Prayas India
Shubham Housing Finance
Edelweiss Tokio Life Insurance
MSE Financial Services
Smart Owl Education (Code Young)
ShareKhan
Findoc Financial Services
The Job Factory
Continental Immigration
The Prayas India
Shubham Housing Finance
Edelweiss Tokio Life Insurance
MSE Financial Services
Smart Owl Education (Code Young)
ShareKhan
Findoc Financial Services
The Job Factory
Continental Immigration
The Prayas India
BUILT FOR

Built for every kind of calling team in India

Same Cratio core, calibrated for the workflow each sub-segment actually runs.

Outbound telecalling

DSAs, insurance brokers, ed-tech, lending — running campaigns against bought lists and portal feeds. Load Excel, dial from SIM, capture disposition, fire WhatsApp.

Inside sales teams

Product, SaaS, and D2C companies running their own SDR + AE motion against inbound and outbound. Route by source, book demos, log every call against the lead.

Appointment-setting & lead-qual

Small agencies and services firms that qualify leads and book demos, site-visits, or consultations for clients. Keep the appointment, the callback, and the disposition on one record.

Before vs After

Transform Your Telecalling in 7 Days

See how Indian calling teams handle leads, calls, follow-ups, and reporting before and after Cratio.

Transform Your Telecalling in 7 Days
Without CRMWith Cratio CRM
Leads scattered across Excel sheets and portalsAll leads captured in one CRM, auto-routed by campaign
Hot leads sit untouched while agents pick from a listAuto-distribution puts the next lead on the dialer instantly
Calls happen on personal phones, outcomes lostSIM-based call tracking, auto-logged, recorded against the lead
Disposition captured in someone's head or a sheetMandatory disposition after every call — every outcome tracked
Callbacks promised, callbacks forgottenScheduled callbacks with reminders — overdue list visible to the manager
Performance reports arrive after the day is lostLive leaderboard — calls, connects, talk time, conversions
Result

Faster dials. Better follow-ups. More connects. More conversions.

Every lead lands in Cratio. Every call gets tracked. One system of record.

From Leads to Conversions

Campaigns load from Excel, APIs, and lead portals. Telecallers dial from the SIM-based mobile dialer or your cloud telephony — Cratio logs every call, captures every disposition, and runs the reports your team needs.

8 LEAD SOURCES
IM
IndiaMART
B2B ENQUIRIES
Facebook Lead Ads
LEAD FORMS
Google Ads
WEB + ADS
Website & landing pages
OWNED FORMS
JD
JustDial
LOCAL SEARCH
Bulk Excel upload
CAMPAIGN LISTS
API / Webhooks
PUSHED FROM EXTERNAL SYSTEMS
Cloud telephony
KNOWLARITY / EXOTEL / OZONETEL / MYOPERATOR
CRATIO
Platform
CRM
WhatsApp
Call tracking
SALES PIPELINE · LIVE
Allocated
6
₹0 L
JDRamesh Kumar
02:14
Sita Patel
01:42
Anjali R.
04:08
IMKarthik V.
03:31
Meera S.
02:58
JDArjun P.
05:12
Attempted
5
₹0 L
JDPooja M.
Scheduled
Nikhil T.
3 PM
Divya N.
4 PM
IMKaran S.
Tomorrow
Ananya G.
5 PM
Connected
4
₹0 L
Rohit M.
Connected ✓
IMVikram J.
Connected ✓
JDPriya N.
Connected ✓
Rahul K.
Connected ✓
Converted
2
₹0 L
Sunita R.
Converted ✓
IMSandeep P.
Converted ✓
The CRM workflow

Leads, Calls, Follow-ups & Conversions. One CRM.

Capture leads, automate follow-ups, track calls, and report performance from one place.

PHASE 01

Capture Every Lead

Pull leads from portals, Facebook, website, Excel uploads, and API webhooks — every source in one inbox.

  • Portal & ad lead capture
  • Bulk Excel + API webhooks
  • Duplicate detection & source tagging
PHASE 02

Instant WhatsApp Acknowledge

A WhatsApp acknowledgement fires the moment a lead lands — before the agent even dials.

  • Instant WhatsApp response
  • Approved templates by source
  • Conversation linked to the lead
PHASE 03

Assign + Dial

Auto-distribute leads by campaign or round-robin. Agents dial from SIM or cloud telephony — every call logged.

  • Campaign-wise auto-distribution
  • SIM-based mobile calling
  • Cloud telephony connectors
PHASE 04

Never Miss a Follow-up

Scheduled callbacks, overdue alerts, and disposition-based drip — no lead goes silent.

  • Callback reminders
  • Overdue follow-up list
  • Disposition → drip sequences
PHASE 05

Capture the Outcome

Mandatory disposition after every call. The right outcome triggers the right next step automatically.

  • Mandatory call disposition
  • Auto-fire WhatsApp on outcome
  • Reschedule, escalate, or close
PHASE 06

Track Conversions & ROI

Live agent leaderboard. Campaign-wise conversion. Source ROI. No BI tool needed.

  • Agent leaderboard (live)
  • Campaign & source ROI
  • Talk time & connect-% reports
Proof

The calling teams we serve.

From a 5-rep inside-sales hub to a 50-agent telecalling team — one CRM, transparent pricing, every major Indian portal and telephony partner.

50+

calling teams on Cratio

15+ years

serving Indian sales teams

10+

lead sources + telephony partners connected

All in one CRM

Built for high-volume telecalling teams

Manage leads, outbound calling, follow-ups, and team performance from one connected calling CRM.

Pipelines built for telecalling teams

Manage leads, call follow-ups, dispositions, and team activity in one CRM.

Cratio telecalling Sales CRM dashboard

1 of 5

Pipeline view

From allocated to converted — what runs at every stage.

The five stages every calling team works in. The automations that fire between them — without the manager nudging anyone.

Allocated

  • Pulled from portal / Excel / API
  • WhatsApp acknowledgement in under 10 seconds
  • Auto-routed to the campaign agent
0 lead leaks

Attempted

  • Agent dials from SIM or cloud telephony
  • Call auto-logged + recorded
  • Attempt count tracked per lead
First dial in minutes

Connected

  • Disposition captured on hang-up
  • Talk time logged against the lead
  • WhatsApp follow-up fires on disposition
Every connect tracked

Interested

  • Callback auto-scheduled with reminder
  • Lead tagged Hot · Warm · Cold
  • Drip queued until callback completes
No hot lead forgotten

Converted

  • Outcome logged to campaign + agent
  • Source + campaign ROI updated
  • Lost — reason tagged, drip re-queued
Sharper next campaign
0
Leads lost between portals and CRM
<10s
WhatsApp acknowledgement on every new lead
100%
Calls logged + recorded against the lead
Every callback
Reminded, tracked, escalated if missed
CUSTOMER STORY · TELECALLING, VIJAYAWADA

Eighteen telecallers, three home-loan campaigns and a list that grew every week. Cratio auto-distributes the day's allocations, the SIM dialler logs every attempt, and the disposition flow takes seven seconds at the end of each call — so my leaderboard is honest by 11 a.m.

LP
Lakshmi Pillai
Operations Head · Sahaj Loan Mart, Vijayawada
RESULTS · FIRST 90 DAYS
Calls / agent / day
71was 32
First-response time
< 4 minwas 90 min
Disposition compliance
93%was 52%
Why Cratio

Plug-and-Play CRM for Telecalling Teams

A calling team runs on speed, volume, and tracking — not just pipelines. Most CRMs were built for generic B2B and bolt these on. Cratio ships them ready.

Plug-and-Play CRM for Telecalling Teams
CapabilityGeneric CRMCratio Call Center CRM
Lead distributionManual or delayed✓Instant, rule-based distribution
Call trackingNot built-in or external tools✓SIM-based calling with auto logging
Call outcomes (disposition)Not structured✓Mandatory outcome after every call
Callback trackingManual reminders✓Scheduled callbacks with alerts
Telecaller targetsExcel or separate tools✓Built-in targets and leaderboard
Talk time & connection trackingNot available✓Track calls, connected %, talk time
Follow-up visibilityLimited✓Overdue and pending follow-ups visible
WhatsApp follow-upsExternal tools✓Integrated messaging
FAQ

Common questions from call-center teams

Yes. Cratio connects to Exotel, Knowlarity, Ozonetel, MyOperator, Tata Tele, and TeleCMI via native integrations. You can also use SIM-based call tracking on Android — no cloud telephony required for basic call logging.

Related products and guides

Product

Mobile Call Tracking

Every Android call logged and recorded. No dialer, no telephony setup, no extra cost.

Product

Sales CRM

Capture leads, score and route them, run the pipeline. The lead-engagement engine.

Feature

Lead capture

Auto-pull leads from every source. No CSV uploads, no Zapier middleware.

Pricing

Pricing — ₹399/user, lifetime

One Pro plan. Bundles CRM, call tracking and WhatsApp. 50% off lifetime, limited time.

SEE IT IN ACTION

Run your calling team on the CRM that plugs into your dialer.

CRM, disposition workflow, WhatsApp — bundled for India's calling teams. Works with the cloud telephony stack your agents already run.

Book a demo

Personalized walkthrough for your telecalling team