From data sheet to calling queue
Admins upload customer data, and it is assigned to telecallers. Each telecaller works through a calling queue, and every call ends with a clear outcome and a next action date.
Callbacks that do not get forgotten
- An overdue callback rings until someone acts on it.
- A call cannot be closed without setting the next action date.
- Reminders reach staff by push notification, and customers by WhatsApp.
- Only the assigned user and their supervisors are alerted.
Bring old leads back
Rechurn campaigns let you re-run calls on leads that went quiet, so earlier work is not wasted. Combined with the lock-in alerts on disbursed loans, your team always has someone worth calling.
Know your telecallers showed up
Attendance uses a face scan at check-in and a location check at check-out, so you can see who is on the floor.
Questions
What is a telecalling CRM?
A telecalling CRM is software that assigns calls to telecallers, tracks the outcome of each call and schedules the next callback. Tracking Radar is built for loan agencies and DSAs.
Does it remind telecallers about callbacks?
Yes. Overdue callbacks ring until someone acts on them, and reminders also arrive as push notifications.
Can we re-call old leads?
Yes. Rechurn campaigns bring old leads back into the calling queue.