Loan and finance telecalling lives on follow-ups: documents, eligibility, callbacks. Sukam Tele CRM records every call, keeps the full conversation history with the lead and makes sure no document reminder is missed.
Ad leads, referrals, portals and Excel lists in one place with one owner each.
Each lead carries a next-step date such as documents pending or login done.
Every call is recorded and stored with the lead, searchable by telecaller and date.
Roles, number masking and export restrictions limit who can see what.
See how many leads reach each stage, by telecaller and by source.
History and recordings stay with the company when a telecaller leaves.
Interested, documents pending, login, sanctioned, disbursed: set your own stages.
Calls from the telecaller own number, so customers recognise and return calls.
Run through a fresh data set quickly, with status saved after every call.
Send the document checklist right after the call.
Calls, talk-time and conversions per telecaller in your inbox.
API, Zapier and Pabbly for your existing lead sources.
Leads flow in on their own from IndiaMART, TradeIndia, JustDial, Facebook, Instagram, your website and WhatsApp. Sukam Tele CRM also connects with Google Workspace, Zapier, Pabbly, Tally, Sukam Apps CRM and Sukam Cloud IVR – 25+ integrations in all.
Our team comes to your office in Punjab, Chandigarh and Haryana to set up and train your telecallers. Online training everywhere else in India.
You get a named person on WhatsApp and phone. No call-center queue, no IVR wait.
Sukam Apps has run from Jalandhar for 15+ years. We will still be here next year.
30 days after setup we check who is using what and fix gaps – at no charge.
Yearly plans start at βΉ15,600 for 2 users (βΉ18,000 for 3, βΉ25,000 for 5), implementation and training included; extra users βΉ5,000 per year. GST extra. See all plans.
Yes. Calls are recorded automatically on supported Android phones and stored with the lead; access is role-based.
Yes, you can define statuses that match your loan process.
Yes. Plans start at βΉ15,600 per year for 2 users, with setup and training included.
Roles and permissions, number masking, IP restriction and export controls. Data is hosted on Tier 4 data centers.
Yes, 7 days with full features.
15-minute free consultation. No commitment.
Related: Real estate telecalling app Β· Insurance agents app Β· Call recording app Β· Telecaller app for Android Β· Telecalling CRM Β· Auto dialer app Β· SIM-based CRM