Sales & Call Centres · Web app
Call Centre CRM
Every lead, call, sale and shift on one screen.
A CRM for outbound call centres. Leads are shared out, every call gets an outcome, verified payments become invoice PDFs, and owners see sales and attendance live.
- Client
- Call centre (client project)
- Industry
- Sales & Call Centres
- Platform
- Web app — runs in any browser
- Year
- 2024
- Our role
- Design and development of the full system: data model, screens, invoicing, live monitor and reports
Full walkthrough · 2:58 · captions available
The challenge
An outbound call centre works from lists. Once a list is shared, answers scatter across Excel, WhatsApp groups and a register: who called this number last, which call-backs are due, which payments came in and whether the invoice went out, who is on break, and who is close to target. Two agents call the same customer, call-backs are forgotten and invoices are typed by hand.
What we built
One web app that follows a lead from the sheet it arrived in to the invoice it ended with: lead import with column mapping, bulk assignment with a full history, call outcomes with reminders, payments matched to leads, invoice PDFs on verification, a live break monitor, automatic attendance, a target leaderboard and reports — scoped to owner, team leader and agent.
What it does
A verified payment becomes an invoice
Verify the payment and the invoice PDF is ready, with GSTIN, the tax split, the amount in words and the package dates.
No call ends without a next step
Agents record the outcome and a remark, and set a call-back reminder that counts down on the lead.
One screen for the whole centre's sales
Today's sales, this month's sales, sales by team leader and a 30-day trend.
Agents ranked against their target
Achievement against monthly target with leads, conversion rate and invoices beside it.
A new lead sheet is working in minutes
Upload CSV or Excel, match the columns once, import — no duplicate numbers.
Leads shared out in bulk, with a trail
Assign to a team or an agent at once; every move is in the lead's history.
See who is on break, live
Agents start breaks from their screen and the Monitor updates without a refresh.
More screens
Click any screenshot to enlarge.
Dashboard — the day's and month's sales, by team leader, at a glance. Lead import — match the sheet's columns once, then import. Bulk assign — tick the leads, pick a team, proceed. Call outcome — every call ends with a result, a remark and a reminder. Break monitor — who is on break right now, updating live. Payments — verify a payment to create its invoice. Invoice PDF — created by the app the moment a payment is verified. Sales — agents ranked against target, with conversion and invoices. Reports — how each agent's calls ended, outcome by outcome.
Who it's for
- Owners of outbound call centres and tele-sales teams (up to 25 staff)
- Businesses that sell packages, plans or memberships by phone
- Operations managers and team leaders running a calling floor
What you can do with it
- Import a campaign list and share it out to teams
- Record call outcomes and call-back reminders
- Verify payments and send invoice PDFs
- Watch breaks live and track attendance
- Rank agents against monthly targets and review call outcomes
Questions about Call Centre CRM
Could AI have built this?
AI can draft the screens. It can't sit with the client, get every rule right, launch it and be there when something breaks.
More work
All work
Want software like Call Centre CRM?
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