Affordable CRM for Every Business

Track every marketing and telesales call with real-time insights to enhance team performance and track lead progress seamlessly from a single dashboard.

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Optimize your Telesales Operations by Monitoring Calls in Real-Time.

Monitor all incoming, outgoing, missed, rejected, unanswered, unique, and connected calls across your team in real-time through a user-friendly central dashboard.

Assign leads, automate reports, and optimize follow-ups for better lead nurturing and higher conversion rates

Integrate APIs with PlanB CRM for real-time call management and detailed analytics, streamlining your telecalling operations. Enhance lead nurturing and conversion rates by syncing lead and customer data while automating follow-ups for maximum efficiency

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Why Businesses Trust PlanB CRM?

Maximize Telecalling Productivity

Increase telecalling efficiency by identifying opportunities for improvement based on real-time call data, without making assumptions.

Minimizing Non-Productive Time

Minimize non-productive time by identifying efficiency gaps through daily visualization of attempted, missed, rejected, or disconnected calls.

Automate Performance Reporting

Gain real-time insights into team member performance while saving time by avoiding manual report generation.

Efficiency Through Automation

Enhance efficiency by automating tasks like managing leads, updating contacts, and reporting through third-party integrations.

Exciting & Useful Features

PlanB lets you access team-wide call logs, derive valuable performance insights, and make intelligent business decisions with several useful features.

Manage Employee
Detailed Team Reports
Daily Status Updates
Leads Management
Leads Reporting

Manage Employee

Manage your telecalling team

Detailed Team Reports

Extract detailed calling reports by employee to know the no. of incoming, outgoing, rejected calls

Daily Status Updates

Get an automatic team calling report in your inbox

Leads Management

Easily manage the lead including the calling data

Leads Reporting

See the number of contacted leads — last contacted date, not connected, etc.

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Frequently Asked Questions

What is PlanB CRM and how can it help my business?

PlanB CRM is a powerful telecalling and lead management tool designed to optimize your sales and marketing efforts by providing real-time call insights, automating tasks, and managing leads effectively.

How does PlanB CRM track and monitor calls?

PlanB CRM provides real-time call monitoring, allowing you to track incoming, outgoing, missed, and rejected calls through a centralized dashboard, ensuring optimized telecalling operations.

Can I integrate PlanB CRM with other software?

Yes! PlanB CRM integrates seamlessly with platforms like Zoho, LeadSquared, and JustDial, as well as API, Webhook, Zapier, and Make.com for customized workflows.

How can PlanB CRM improve my team’s performance?

PlanB CRM offers detailed call analytics, employee performance reports, and automatic follow-up reminders, ensuring higher efficiency and better lead conversion rates.

Does PlanB CRM support call recording?

Yes, PlanB CRM syncs all call recordings from employees' devices to a centralized cloud, allowing managers to review and monitor each conversation.

What lead management features does PlanB CRM offer?

PlanB CRM automates lead assignment, tracks follow-ups, and integrates with various lead sources like Facebook, Instagram, and IndiaMart to streamline lead nurturing.

Can I capture leads from Facebook and Instagram with PlanB CRM?

Absolutely! PlanB CRM fetches leads from Facebook and Instagram forms and automatically assigns them to your team for easy follow-up and conversion.

How does PlanB CRM automate reporting?

PlanB CRM automates daily reports on call activities and lead status, delivering key insights to your inbox, saving time, and improving decision-making.

Does PlanB CRM offer real-time API integration?

Yes, PlanB CRM offers REST API and Webhook integrations, allowing you to sync real-time call logs and reports with your system for seamless operations.

Is there a demo available for PlanB CRM?

Yes, you can schedule a free demo to explore how PlanB CRM can fit your business needs and improve your telecalling and lead management processes.