CRM for small call centres that work from their own phones
Not every call centre is a floor with headsets and a dialler. Some are a handful of people calling a client’s list from mobile phones. CRM Bundals is for that team: the list in order, proof that each call was made, and a count of what converted.
What the pack sets up
For small teams that call lists for a client. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Call centre at sign-up. What a lead is about is called a Process. The stages are Fresh, Not picking up, Call back later and Interested. The pack renames the two ends: a won lead is Converted and a lost lead is Not interested. The reasons are Not interested, Wrong number, Already a customer, Do not call and Could not reach. Excel list and Client list lead the sources, and Meeting is the one visit kind.
A caller’s day
What changes for the caller working the list.
The client’s list, in order.
- Import the list as an Excel or CSV file. Repeats are skipped and counted.
- Make a calling list by stage, source or process and put callers on it. Each caller gets their own leads first.
- See how many are called, connected and won.
- This is not bulk calling: every call is one person tapping Call.
Shown with the demo coaching academy.
Proof of every call.
- When the call ends, the Android app reads the phone’s call log.
- Start time, talk time and direction come from the phone. The caller cannot change them.
- No talk time on the phone means the call cannot be saved as Connected.
Shown with the demo coaching academy.
An outcome on every call.
- The fresh-lead script: greet, say the company name and why you are calling, and ask if this is a good time.
- After the call the caller picks what happened and the stage.
- The call saves only with a next follow-up, or Converted, or Not interested with a reason.
Shown with the demo coaching academy.
The owner’s view
What changes for the person who answers to the client.
The count, caller by caller.
- Calls, connected calls, talk time and won leads for each caller.
- First call and last call of the day.
- The leaderboard and the calls list download to Excel.
Shown with the demo coaching academy.
Hours and limits you set.
- Calling hours and a daily call limit per caller. Outside them the Call button is off.
- A lead marked Do not call cannot be called from the app or put on a calling list.
- Your own stages, call outcomes, sources and lost reasons.
Shown with the demo coaching academy.
Said plainly
- Puts a list in front of each caller, one lead at a time.
- Reads each call’s time and length from the caller’s Android phone.
- Refuses Connected when the phone shows no talk time.
- Stops calls outside your calling hours and past the daily limit.
- Counts calls, connected calls and won leads for each caller.
- No auto-dialler and no bulk calling. One person, one tap, one call.
- No cloud number. Calls go out from each caller’s own SIM.
- No call recording. We are not in the call.
- No separate login for your client. The roles are owner, manager and caller.
- It cannot read the call log on an iPhone. The caller app is for Android.
Asked by this trade
We need a dialler that calls numbers one after another. Is this it?
No. CRM Bundals does not place calls. A calling list shows the next lead and the caller taps Call. If you need an auto-dialler or a cloud number, this is the wrong product.
How do I show the client that calls were made?
Each call from the Android app carries its start time and talk time, read from the phone’s call log. The calls list and the leaderboard download to Excel.
Can one team work on two processes?
Each lead carries its process, and a calling list can be made for one process with its own callers. All of it sits inside your one company account.
A person says do not call again. What do we do?
Do not call is a lost reason in the pack. There is also a Do not call mark on the lead: a marked lead cannot be called from the app or put on a calling list.
Are calls recorded for quality checks?
No. Nothing is recorded. A manager can give any call marks out of 5 on the Calls screen.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.