What is Telecalling CRM?
UdyamS Telecalling CRM helps service firms, agencies, HR teams and professionals run daily operations from a single, easy-to-use system — covering lead & pipeline management, employee lifecycle, attendance & payroll, GST billing and management reports.
Most telecalling CRM operations struggle with leads slipping through the cracks, payroll errors and compliance stress and no visibility into team productivity. Our software removes that friction with role-based access, automated workflows, WhatsApp/SMS alerts and real-time reports.
Every implementation is configured to your process, not the other way round. Our team handles requirement study, data migration, training and post go-live support, and the system can be extended with custom modules, mobile apps and API integrations as you grow.
Explore Features
Key Capabilities & Deliverables
Everything you need from Telecalling CRM — engineered for performance, security and ease of use.
Lead & Pipeline Management
Capture leads from all sources and track them to closure.
Employee Lifecycle
Onboarding, documents, appraisals and exits in one place.
Attendance & Payroll
Biometric/mobile attendance with PF, ESIC and PT-ready payroll.
Task & Project Tracking
Tasks, timesheets, milestones and client billing.
Telecalling & Follow-Ups
Call logging, reminders and conversion reports.
Document Management
Secure storage, versioning and quick search of documents.
HR, Attendance & Payroll
Employee records, attendance, leave, salary processing and statutory reports.
Analytics & MIS Reports
Ready-made and custom reports exportable to Excel and PDF.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with telecalling CRM workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
