My Biz Flow

Telecalling

Turn a contact list into calls that get made.

Bulk-upload leads, hand them to agents with their own logins, click-to-call from the app, and trigger SMS/WhatsApp templates — its own business type, with its own pricing.

Everything a telecalling team actually needs

Bulk lead upload

Bring in a contact list and get every lead into a working queue immediately, instead of typing them in one by one.

Agents get their own login

Telecaller agents sign in independently with a generated Agent ID — not your business owner login, and no email required to onboard one.

Territory-based auto-assignment

Assign an agent a set of states/cities and new matching leads route to them automatically going forward — leave it blank and they see everything, unrestricted.

Click-to-call

Dial straight from the lead record to the phone's own dialer — no separate softphone tab to juggle.

SMS/WhatsApp templates

Trigger a welcome message, a product link, or a follow-up template per contact without leaving the call queue.

A real queue, not a spreadsheet

Leads move through the queue with call dispositions logged, so nothing sits untouched because nobody remembered to follow up.

Its own business type, priced separately

Sign up as a Telecalling business directly — its own pricing, its own account, not bundled into another module.

No-code, same as every module

A Super Admin manages agents, fields, and templates without custom development — same Designer system every module in this platform uses.

How it works

1

Upload your contact list

Bring in leads in bulk, ready for your team to start calling immediately.

2

Assign agents & territory

Create agent logins and, optionally, restrict each one to the states/cities they cover — new matching leads auto-assign from there.

3

Call, message, log

Agents work the queue: click-to-call, send an SMS/WhatsApp template, and log the disposition, all from one screen.

4

See what's working

Track the queue and outcomes centrally, without chasing individual agents for a status update.

Questions

Do telecaller agents need their own email to log in?

No — an Agent ID (e.g. AGT001) is generated automatically, and the agent signs in with that, not an email.

Can I restrict which leads an agent sees?

Yes — assign them a territory (states and/or cities) and they'll only see and be auto-assigned leads matching it; leaving it blank gives them everything.

Is Telecalling its own account, or does it come bundled with another module?

It's its own business type with its own signup and pricing — same as Service Centre. Pick it directly at signup.

What messaging channels are supported?

SMS and WhatsApp template messages, triggered per contact from the call queue.

Ready to put your lead list to work?