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Product

Telecalling CRM

Purpose-built CRM for high-volume outbound calling teams — power dialer with predictive mode, auto-recording, disposition-driven workflows, agent scoring, real-time QA monitoring, and integrations with every major Indian voice carrier.

Start your project Book a 30-min call
200%
increase in agent talk time
35%
reduction in wrap time
0
TRAI complaints (customer avg)
3-4x
ROI on the platform investment

Overview

Ketpy Telecalling CRM is engineered from the ground up for high-volume outbound calling teams — B2C sales, EMI and loan collections, appointment setting, market research, customer success outreach, insurance renewals, telemedicine follow-ups, and inbound support hybrid setups. It handles the specific realities of a busy calling floor: 100+ agents on shift, 500+ dispositions per agent per day, three-second gaps between calls that matter, live coaching for new hires, and QA sample audits for compliance. Features a click-to-call and power dialer with three modes — progressive (dial-when-ready), predictive (dial-multiple-in-advance-based-on-agent-availability-forecast), and preview (agent sees lead first, then dials) — configurable per campaign. Automatic call recording with cloud storage, searchable transcripts (Hindi + English + regional languages via optional STT), disposition-driven next-call auto-load so agents never guess what to do next, real-time agent leaderboards visible on wall-mounted screens with gamification (badges, streaks, hourly winner), live call barge-in / whisper / listen for QA and coaching without disrupting the call, IVR feedback capture with disposition tagging, and native integration with every major Indian voice carrier: Exotel, Knowlarity, MyOperator, Tata Tele Business Services, Ozonetel, Servetel, Kaleyra.

Telecalling CRM

Managers get a floor dashboard with talk time, wrap time, connect rate, conversion rate, and abandonment rate by agent, campaign, hour, and shift. Recordings are tagged with disposition, sentiment (positive/neutral/negative via AI), and outcome for random-sample QA. Call quality scorecards let QA leads score agents on rubrics like greeting, need identification, objection handling, closing, and compliance — with the score linked back to the agent record for coaching and appraisal. Agents get a keyboard-first UI (no mouse required, so wrap-time drops), auto-populate the next best lead based on time-zone, priority, last-touch recency, and campaign SLA, and get inline scripts, dynamic rebuttals, and objection handlers that update based on the lead's previous disposition. The system enforces compliance controls: DND registry check before dial, opening consent script mandatory pre-recording, automatic wrap-up after N seconds to prevent abuse, and full audit trail for TRAI complaints. Predictive dialer includes campaign pacing so you never over-dial (which kills contact rate) or under-dial (which wastes agent-hours). Multi-campaign, multi-tenant support for BPO service providers running campaigns for multiple clients.

What we deliver

Key Features

Concrete capabilities you get when you engage Ketpy for Telecalling CRM.

Power dialer with progressive / predictive / preview modes per campaign
Predictive dialer with campaign pacing to maximise connect rate without abuse
Automatic call recording with cloud storage and searchable transcripts (Hindi + English)
Disposition-driven next-call auto-load — zero mouse clicks between calls
Real-time agent leaderboards with gamification (badges, streaks, hourly winners)
Manager barge-in / whisper / listen without disrupting the call
IVR feedback capture with disposition tagging
Keyboard-first agent UI (Alt+D dispose, Alt+N next, Alt+C callback)
Time-zone / priority / last-touch-aware call queueing
Inline scripts, rebuttals, and dynamic objection handlers per disposition
AI sentiment analysis on every recorded call (positive / neutral / negative)
Call quality scorecards with customisable rubrics for QA teams
DND registry check before dial for TRAI compliance
Mandatory opening consent script with pre-recording
Auto-wrap after N seconds to prevent agent-side abuse
Callback scheduling with reminder push to the agent (or auto-route to any available)
Multi-campaign, multi-tenant for BPO service providers
Voice carriers: Exotel, Knowlarity, MyOperator, Tata Tele, Ozonetel, Servetel, Kaleyra
CRM integrations with Ketpy Sales CRM, Zoho CRM, Salesforce, HubSpot
Real-time WebRTC calling (browser-based) for remote agents
Who it's for

Built for these teams

The kinds of businesses and use-cases Telecalling CRM is engineered to serve.

Loan & EMI collections

Aging-bucket-prioritised calling with disposition workflows, promise-to-pay tracking, and RBI-compliant scripting.

Insurance renewals

IRDAI-compliant renewal outreach with policy details pre-populated and consent-verified enrolment.

Appointment setting

B2B and B2C appointment booking with calendar integration and no-show follow-ups.

D2C telesales

Cart-abandonment recovery, post-purchase upsell, and subscription renewal calling.

Healthcare outreach

Post-visit follow-up, medication reminders, second-opinion booking, and program enrolment.

Market research & surveys

Structured questionnaires with branching logic, automated data capture, and export to SPSS/R.

Business outcomes

What you gain

Measurable business benefits our customers report after adopting Telecalling CRM.

Increase agent talk time 200% via predictive dialing (from 15 min/hour to 45 min/hour)
Cut wrap time 35% with keyboard shortcuts and auto-load next lead
Improve QA coverage from 5% sample to 100% via AI sentiment scoring
Zero TRAI complaints via DND check + consent script + audit trail
Reduce agent attrition 20% with gamification and clear per-agent metrics
Ramp new agents 40% faster with inline scripts and live-listen from managers
Why teams pick us

Why Ketpy

What you get when you partner with us on Telecalling CRM.

Industry Experts

Certified senior engineers with 10+ years building Product systems for regulated and high-growth businesses.

End-to-End Delivery

From discovery and design through implementation, deployment, and steady-state operations — one accountable team.

Agile Cadence

Two-week sprints with working demos, transparent burn-downs, and outcomes you can measure each fortnight.

Global Delivery

Distributed senior teams in India, UK, US, and UAE — your delivery window matches your business hours.

Security First

ISO 27001 certified processes, SOC 2 ready, GDPR and HIPAA-aware controls baked in from day one.

Flexible Engagement

Fixed-bid, time-and-material, dedicated squad, or staff augmentation — we match the model to your reality.

Rollout Process

How we roll out Telecalling CRM for you

01

Product Demo

A guided live walkthrough of the product tailored to your team — every module you care about, mapped to your actual use-cases, with unlimited Q&A. You see exactly what you're getting before any commitment. Discovery meets demonstration in a single session.

02

Changes if any & Branding

Your logo, your colours, your domain, your terminology. We configure client-specific workflows, custom fields, integrations with the tools you already use, and any scope-included tweaks to match how your team actually works. Every product is white-labelable end-to-end.

03

Testing & Fixes if any

Your team runs UAT (User Acceptance Testing) on a fully-configured staging environment with real test-data. We triage every observation by priority, fix, retest, and demo the resolution — nothing goes live until you sign off in writing.

04

Deployment

Go-live on your chosen infrastructure — Ketpy-managed cloud (AWS Mumbai default), your own cloud, or on-premise. Data migration cutover on a low-traffic window, DNS + SSL setup, user training sessions, and launch communications ready. Rollback plan documented for the worst case.

05

Maintenance & Support

Twelve months of continuous updates included — feature additions, security patches, WordPress / OS / dependency compatibility, quarterly product upgrades, and an annual roadmap review. Email + WhatsApp support with SLA response times so you're never left waiting.

Technology Stack

What we work with

Tools and platforms we use day-to-day for Telecalling CRM. We are tool-agnostic — we pick what fits your stack.

Laravel Vue.js React Native PostgreSQL Redis RabbitMQ WebRTC SIP Asterisk Exotel Knowlarity MyOperator Tata Tele API Ozonetel AWS S3 AWS Transcribe ElasticSearch Docker Nginx
Industries

Where we apply this

BFSI (Loans & Insurance)
Healthcare Outreach
D2C & E-Commerce
Real Estate
EdTech
BPO & Contact Centres
Market Research
FAQ

Common Questions

How is predictive dialing different from just clicking a button repeatedly?

Predictive dialer dials multiple numbers in advance based on your team's average handle time and agent-availability forecast — so the moment an agent finishes one call, another connected call is waiting. This lifts talk time from ~15 min/hour (manual dial) to ~45 min/hour (predictive) — a 3× productivity gain. Pacing is auto-tuned to keep abandonment under 3% (TRAI limit is 5%).

Which voice carrier is included? Do we need to bring our own?

You bring your own. We integrate natively with Exotel, Knowlarity, MyOperator, Tata Tele Business Services, Ozonetel, Servetel, Kaleyra. You get the CRM + dialer + recording + QA from us; you pay the carrier separately per minute (usually ₹0.25-0.60/min depending on volume). Combined total is typically cheaper than legacy setups by 30-40%.

We are a BPO running campaigns for multiple clients. Does it support that?

Yes. Multi-tenant with client-scoped data — Client A's agents only see Client A's leads, campaigns, recordings, and dashboards. Client-specific white-label branding, invoicing, and reporting. Master owner sees rollups across all clients.

How is QA done? Can I score my agents systematically?

Absolutely. Create QA scorecards with weighted rubric items (Greeting 10 points, Need identification 20 points, Objection handling 30 points, Closing 20 points, Compliance 20 points). QA managers randomly sample or filter calls by disposition/sentiment, score against the rubric, and the score attaches to the agent record. Bad scores trigger coaching workflows.

Are call recordings and DND checks legally required?

Yes and yes. TRAI mandates DND (Do Not Disturb) list respect for unsolicited commercial calls, and consent-based recording for both sides. Our platform enforces both by default — DND check before every dial, opening consent script mandatory before recording starts, full audit trail retained for the TRAI-mandated retention period.

Ready to start your Telecalling CRM engagement?

Tell us what you are building and we will get back inside one business day with a written brief and a recommended next step.

Trusted By Industry Leaders & Rated 5-Star

Google Business
Google Business
★★★★★
GoodFirms
GoodFirms
★★★★★
Clutch
Clutch
★★★★★
Trustpilot
Trustpilot
★★★★★
Justdial
★★★★★
ScamAdviser
★★★★★
Sulekha
★★★★★
UrbanPro
★★★★★
GetApp
★★★★★
Capterra
★★★★★
AWS Partner
AWS Partner
Google Partner
Google Partner
Microsoft Partner
Microsoft Partner
Apple Developer
Apple Developer
Meta Partner
Meta Partner
Salesforce Partner
ISO 27001 Certified
ISO 9001:2015
MSME Registered
GeM Portal
Startup India
GST Registered
Digital India
Make in India
Google Business
Google Business
★★★★★
GoodFirms
GoodFirms
★★★★★
Clutch
Clutch
★★★★★
Trustpilot
Trustpilot
★★★★★
Justdial
★★★★★
ScamAdviser
★★★★★
Sulekha
★★★★★
UrbanPro
★★★★★
GetApp
★★★★★
Capterra
★★★★★
AWS Partner
AWS Partner
Google Partner
Google Partner
Microsoft Partner
Microsoft Partner
Apple Developer
Apple Developer
Meta Partner
Meta Partner
Salesforce Partner
ISO 27001 Certified
ISO 9001:2015
MSME Registered
GeM Portal
Startup India
GST Registered
Digital India
Make in India
Google Business
Google Business
★★★★★
GoodFirms
GoodFirms
★★★★★
Clutch
Clutch
★★★★★
Trustpilot
Trustpilot
★★★★★
Justdial
★★★★★
ScamAdviser
★★★★★
Sulekha
★★★★★
UrbanPro
★★★★★
GetApp
★★★★★
Capterra
★★★★★
AWS Partner
AWS Partner
Google Partner
Google Partner
Microsoft Partner
Microsoft Partner
Apple Developer
Apple Developer
Meta Partner
Meta Partner
Salesforce Partner
ISO 27001 Certified
ISO 9001:2015
MSME Registered
GeM Portal
Startup India
GST Registered
Digital India
Make in India

Ketpy AI Agent

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