Business Operating System

CallPlus CRM Platform

Unify lead management, sales pipelines, GST billing, AMC contract tracking, and click-to-call telephony into a single high-performance platform.

Native Click-to-Call GST PDF Invoicing Role-Based RBAC 99.9% Uptime
CallPlus CRM Platform Dashboard & Dialer Visual
+300%
Agent Productivity
<100ms
Screen-Pop Latency
100%
GST & TRAI Compliance
99.9%
SLA Availability
BUSINESS VALUE & IMPACT

What CallPlus CRM Platform Solves

Eliminate fragmented sales data, manual GST invoicing errors, lost follow-up calls, and disconnect between telephony lines and customer records.

Centralized Lead Pipeline

Automatically capture leads from phone calls, web forms, and campaigns. Assign leads dynamically to sales reps with zero manual entry delays.

1-Click GST Invoicing & AMC

Generate CGST/SGST/IGST PDF invoices, proforma quotations, and automated AMC contract renewal notifications directly from customer accounts.

Native Click-to-Call Telephony

Click any customer phone number to initiate outbound SIP or GSM dialer calls instantly. Automatic call recording link and disposition logging.

END-TO-END WORKFLOW

CallPlus CRM Platform Architecture Diagram

High-reliability data and call processing pipeline connecting communication channels to enterprise analytics.

CallPlus CRM Platform System Flow Diagram
01. Customer Channel
02. SIP / GSM Gateway
03. Routing & Screen Pop
04. Agent Workspace
05. CRM & GST Ledger
06. Executive Reports
FEATURE MATRIX BREAKDOWN

Categorized CRM Capabilities

Everything sales executives, billing accountants, and contact center supervisors need in one workspace.

Core CRM & Operations

Sales & Accounts
  • Lead Pipeline Tracking: Multi-stage drag-and-drop lead status board with deal value calculation.
  • Quotation & GST PDF Invoicing: Auto-calculate CGST, SGST, IGST with customized PDF export and print formats.
  • AMC & Renewal Contracts: Automated annual maintenance contract alerts and recurring renewal invoice generation.
  • Role-Based Access Control (RBAC): Granular permissions for Super Admin, Sales Manager, Accountant, and Agent.

Outbound Calling & Pacing

Telephony Integration
  • Click-to-Call Dialer: 1-click dialing directly from customer profiles with Asterisk/SIP server synchronization.
  • Automated Lead Distribution: Smart round-robin and skill-based lead assignment to active logged-in sales reps.
  • Call Disposition & Notes: Mandatory disposition tagging (Interested, Callback, Follow-up, Sold) after every call.
  • Dual Audio Call Recording: High-definition stereo call recording attached directly to lead timeline records.

Inbound Routing & Screen Pop

Customer Experience
  • Instant Screen Pop (<100ms): Incoming caller identification opens complete customer history before agent answers.
  • Complete Interaction Timeline: Single chronological feed of past calls, emails, quotes, and payment receipts.
  • Customer 360 Card: Instant visibility into pending outstanding bills, active service contracts, and open tickets.
  • VIP / Priority Routing: Route high-value account calls directly to dedicated account managers.

Analytics & Executive Reporting

Business Intelligence
  • Sales Funnel Analytics: Real-time conversion percentages across lead stages and campaign sources.
  • Daily Agent Scorecard: Monitor total talk time, calls made, leads closed, and revenue generated per rep.
  • Revenue & Aging Reports: Track total accounts receivable, overdue invoices, and monthly revenue collection.
  • Automated Email Reports: Scheduled daily/weekly PDF performance summaries sent directly to management.
TARGET INDUSTRIES

Built for High-Growth Customer Operations

Banking & NBFC
Loan Recovery
BPO Call Centers
Telecom & ISP
Insurance Tech
E-Commerce
SECURITY & COMPLIANCE

Enterprise Security Architecture

Role-Based Access (RBAC)

Strict multi-tier permission matrix enforcing isolated view and edit access for Super Admin, Manager, Sales, Accounts & Agent roles.

AES-256 Data Encryption

Dual-channel call audio recording & database customer records encrypted at rest (AES-256) and in transit over SSL/TLS 1.3.

TRAI & DNC Compliance

Automated National Do Not Call (DNC) registry scrubbing & TRAI compliance audit trails logged for all outbound campaigns.

DECISION-MAKER FAQs

Frequently Asked Questions

Yes! CallPlus CRM features native REST API and Asterisk/SIP integration for 1-click click-to-call dialing, live call popup screen pops, and dual-channel call recording synchronization with both SIP and GSM dialers.

Absolutely. It generates complete CGST, SGST, IGST PDF invoices, proforma quotations, payment receipts, debit/credit notes, and client ledger accounts ready for tax filing.

Yes. CallPlus CRM includes a complete Role-Based Access Control (RBAC) system allowing Super Admins to define custom access levels for Sales Managers, Field Agents, Accountants, and Support Reps.

CallPlus CRM automatically tracks annual maintenance contract start/expiry dates, sending email/SMS alerts to account managers 30 days prior to expiration and generating renewal invoice drafts automatically.
Ready to Transform Your CRM?

Scale Your Sales & Contact Center Operations Today

Speak with our telecommunication and CRM engineering specialists to customize a tailored deployment for your enterprise.

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