Prospects, organised
Find prospects by name or phone, browse categories and review the information available on their records.
PROSPECT MANAGEMENTKNOWMORE ALL-IN-ONE CRM · CALL MANAGEMENT
Give your calling team a more organised way to work. Manage prospects, distribute calling lists and track the follow-ups that move opportunities forward.
THE WORKSPACE
From the first list to the next follow-up, keep the details your team needs in one organised workflow.
Find prospects by name or phone, browse categories and review the information available on their records.
PROSPECT MANAGEMENTAdmins can select staff, categories and quantities, then review the proposed allocation before confirming.
ADMIN CONTROLOpen the phone dialer from a prospect record and record the call outcome manually when the conversation is complete.
MANUAL CALL LOGRecord a follow-up date and note, then mark it complete as your team works through its next steps.
FOLLOW-UPSReview recorded member-wise activity and distribution history, including attempt and connected rates based on logged outcomes.
TEAM VISIBILITYStaff work with their assigned prospects while admins can oversee records and distribution. Review a prospect before converting it to a lead.
ROLE-BASED ACCESSA SIMPLE FLOW
Give each conversation a place in your workflow, from allocation through to the next action.
Organise your prospect records and find the right list using filters and categories.
An admin previews and assigns prospects to selected staff members.
Open the dialer, enter the outcome and plan the next action on the record.
Clear expectations, better decisions. Calls and outcomes are recorded manually. Automatic phone-call capture and an integrated WhatsApp inbox are not currently available. Reminder delivery depends on configured CRM scheduling and email.
READY FOR A CLEARER WORKFLOW?
Tell us about your team and what you need from a telecalling CRM.