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Set-up Pro-active Sales Call Centres

Call center sales CRM to help your agents make better conversations, enhance prospect experience and sell more

Build a highly efficient in-house sales call centre

Faster reach out, high-quality conversations and higher sales at a fraction of the cost

Call center sales CRM lead capture and assignment

Capture & route your sales queries to the right call centre agents

Auto-Capture your leads, both online and offline, and route them instantly to your internal call centre agents. Distribute the leads in a round-robin manner by location, the products they are interested in, lead sources, the language they speak, agent performance, availability, and much more.

Ensure high productivity with agent Smart Views

Smart Views allow your sales call centre agents to prioritize their work and do what matters the most. They would know exactly which lead to call first, view all their tasks and follow-ups in a clean view, and make each connect faster and more relevant with easy access to past conversations and activities.

Call center sales CRM smart views for your call center reps
Call center sales CRM personalized pitch

Allow your agents to make the perfect pitch at the perfect time

Personalized sales pitch result in higher sales conversions. LeadSquared helps you personalize your sales pitch completely with access to the prospect’s details, interests, activity history and conversation history with behavioural tracking.

Enhance security + efficiency with number masking and click-to-call

Mask the phone numbers and contact details of all the prospects in your agents’ list. Allow them to initiate calls via a click-to-call button – this not only enhances the security of your database but makes your agents more productive as well.

Call Center sales CRM number masking
Call center sales CRM process automation

Optimize Your call centre workflows on the go

Design customized call centre processes with workflow builder – define the frequency & number of calls, emails, text messages to be made for a sale, and ensure that your team sticks to it. Automate repetitive tasks like lead stage change, follow-up emails/texts after a call, and more.

Use signals to initiate calls proactively

Instead of running your call centre processes reactively, build a proactive process. Capture live signals using lead behaviour tracking, integrations with your other systems, and more. Recommend actions to call centre agents automatically. For instance: If the product usage is low, the call centre agent is automatically informed of this, initiating action from him.

Call center sales CRM signals
Call center sales CRM multi channel campaigns

Build a multi-channel contact centre

You can reach your client’s prospects on the channel of their choice – email, text messages, WhatsApp, phone calls, based on their activities, queries, or just periodically. Also, it unifies all your customer interactions for your call centre agents to provide a seamless customer experience

Increase your revenue with cross-sell signals

Increase Customer Lifetime Value and Retention Rates of your customers by identifying and acting upon cross-sell and up-sell opportunities. For example, a home loan customer with an excellent credit repayment history who visits car loan page on your website can be offered a pre-approved vehicle loan.

Call center sales CRM upsell and cross sell
Call center sales CRM call audit

Track and record calls for audits

Every call is tracked, recorded, and available with the lead details for real-time or random quality checks. Identify high or low-quality calls, set benchmarks for agent training, and suggest corrective actions for non-performing agents.

Seamlessly integrate with your diallers

Integrate with all the major contact centre tools like Ameyo and more through our telephony integration. Our universal call centre connector integrates with any IVR or telephony system you might be using.

Call center sales CRM integration

Completely outcome-driven performance tracking

Customized performance reports to gauge the success of your call centre agent & campaigns.

Performance Reports

Call Center sales CRM performance reports

Performance Reports

Call center sales CRM benchmarking reports
Siddhartha Nihalani x

“Our call center efficiency per agent has increased by 60%”

Smart views help our agents intercept all the incoming requests quickly & call the patient in a few minutes, reducing the decision-making time. Automation handles all our lead management activities, from lead allocation to lead prioritization. Plus, our daily call center efficiency per agent has increased by 60%.

Siddhartha Nihalani
AVP – Engineering

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Combines the power of marketing Automation, Sales CRM
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Customer Portal CRM

Self-serve and referral portals for your prospects, customers & partners.

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