TeleCalling CRM guides & documentation
Clear, step-by-step guides to setting up TeleCalling CRM, using every page of the admin panel and the mobile dialer, and connecting each of your lead sources. New here? Start with the quick start.
Getting Started
Go from sign-up to your first dial in minutes.
How to set up TeleCalling CRM — a 5-minute quick start
Get your telecalling team live in minutes. Create your account, add agents, import leads and start the auto-dialer — a step-by-step quick start for TeleCalling CRM.
Read guideHow to add agents and team leads in TeleCalling CRM
Add callers and team leads to TeleCalling CRM, set their roles and branches, and get them signed in on the mobile app. Step-by-step team setup guide.
Read guideHow to import leads from Excel or CSV into TeleCalling CRM
Bulk-import your contact list into TeleCalling CRM from Excel or CSV. Map columns to lead fields, tag a source and campaign, and auto-assign to agents.
Read guideLead Integrations
Connect every lead source so enquiries reach your callers in real time.
How to integrate Google Forms with TeleCalling CRM
Send Google Forms responses straight into TeleCalling CRM as leads. Connect via Google Sheets + webhook (or Zapier) so every form submission reaches your callers instantly.
Read guideHow to connect Facebook & Instagram Lead Ads to TeleCalling CRM
Auto-import Facebook and Instagram Lead Ad submissions into TeleCalling CRM. Connect your Meta page once and new leads reach your callers in real time.
Read guideHow to receive JustDial leads in TeleCalling CRM
Push JustDial enquiries straight into TeleCalling CRM in real time. Paste one webhook URL into your JustDial seller portal and leads arrive tagged and ready to call.
Read guideHow to receive 99acres, Housing.com & MagicBricks leads in TeleCalling CRM
Real-estate leads from 99acres, Housing.com and MagicBricks delivered into TeleCalling CRM instantly via webhook. One-time setup per portal.
Read guideHow to connect IndiaMART & TradeIndia leads to TeleCalling CRM
Bring your IndiaMART and TradeIndia enquiries into TeleCalling CRM. Webhook delivery for IndiaMART and a simple API-key pull for TradeIndia.
Read guideHow to sync leads from Google Sheets to TeleCalling CRM
Connect a Google Sheet to TeleCalling CRM so any row you add becomes a lead. Great for ad-hoc lists, partners and no-code form tools.
Read guideHow to capture WordPress & website form leads in TeleCalling CRM
Send WordPress and website contact-form submissions into TeleCalling CRM. Use the built-in web forms or drop a webhook into Contact Form 7 / Elementor / Gravity Forms.
Read guideHow to connect any lead source via Webhook or Zapier
Connect 5,000+ apps to TeleCalling CRM with a webhook or Zapier. Push leads from any landing page, form tool or ad platform into your dialer in real time.
Read guideAdmin Panel
Master each page of the dashboard and how it drives your team.
Understanding the TeleCalling CRM dashboard
A tour of the TeleCalling CRM dashboard — live KPIs, call & conversion trends, the agent leaderboard and filters for date range, branch and campaign.
Read guideHow to auto-assign leads to agents (assignment rules)
Set up automatic lead distribution in TeleCalling CRM — round-robin, by source, region or language — so incoming leads reach the right caller instantly.
Read guideHow to use the sales pipeline & revenue forecast
Track deals by stage and forecast revenue in TeleCalling CRM. Move deals through the funnel, set deal value and close dates, and see expected revenue per stage.
Read guideHow to set up call scripts & the on-call teleprompter
Create call scripts in TeleCalling CRM that agents read on-screen — and float them over the dialer with the teleprompter so every call stays on message.
Read guideHow to organise leads with campaigns in TeleCalling CRM
Group leads, imports and numbers by campaign in TeleCalling CRM and compare performance — conversion, talktime, deal value and cost-per-lead — side by side.
Read guideHow to use the live War Room in TeleCalling CRM
The TeleCalling CRM War Room is a big-screen, real-time view of your calling floor — funnel, pipeline value, live activity and who needs attention right now.
Read guideMobile App
What your callers do on the phone, every day.
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