"… We overcame the daunting task of manually sorting data and keeping follow-up contact with our customers."
Bastin Joseph
CEO, Fortune Travels
For telecalling and outbound sales teams
Give every caller a list, and see what each call led to.
Getlead is a telecalling CRM: software that organises the phone calls a sales team makes to people who have asked about its product. You pick who to call, Getlead hands the names to your callers, they dial from Getlead, and each call is saved with its result and the next call-back. A manager sees who called whom and what came of it.
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Built in Calicut, Kerala, since 2018. Used by more than 1,600 businesses in India, including Cosmos Sports, Moto Hawk, Corpride and Freshpikk. The Android app has more than 5,000 installs on Google Play and is rated 4.1 out of 5 by 32 reviewers.
At a glance
What is a telecalling CRM?
A telecalling CRM is software that keeps a team's phone calls in one place (CRM stands for customer relationship management): who to call, who is calling them, what happened on each call, and when to call back. In Getlead, callers dial from a calling list, each call is saved with its result, and a daily call report shows incoming and outgoing calls, answered and missed calls, and how many calls each caller made. It is included in every plan from $9 per user per month.
- Calling lists: built from your enquiries, using any filter
- Dialling: from the computer, through Getlead's own dialler or your office phone system, or with one tap on the Android and iOS apps
- Call results: saved with the customer's details, with a recording when your phone line records calls
- Call-backs: a task with an owner and a due time
- Reports: calls by caller, incoming and outgoing, answered and missed
A calling day
How a calling day works in Getlead
1
Build the list
The manager filters the enquiries to call, for example everyone who asked last month but never booked, and adds them to a calling list.
2
Start calling
Each caller opens their list and presses Start. Getlead phones the names one by one.
3
Log the result
After each call, the caller picks the result: connected, no answer, or call-back booked.
4
Book the call-back
A call-back becomes a task for a named person at a set time.
5
Check the report
At the end of the day, the manager opens the Call Report to see calls made, answered and missed, by caller.
What you get
Three things your callers get
Calling lists
A list that is ready when they log in
The manager builds the list once, by choosing which enquiries to include: for example, by where they came from, how far along they are, or the date they arrived. There are two ways to share it. Give names to particular callers, or put them in one shared list where each caller takes the next name as they finish a call.
- Lists built from the enquiries you choose
- Names given to each caller, or one shared list callers take from
- Progress on each list: total, pending, in progress and completed
NameTypeStatusStats
Diwali RetargetingLead CampaignActive74 / 120
Winback — Lost CustomersLead CampaignCompleted133 / 187
Meta Ads — JuneData PoolCompleted241 / 388
Call results
The customer's history, before they dial
Each call is saved as a task with its result. The next caller who opens the enquiry sees earlier calls, notes and call-backs, so they do not ask the customer the same questions twice.
- The result of each call, saved on the enquiry
- Recordings attached when your phone line records calls
- Call-backs set as tasks with an owner and a due time
Assigned toStatusCall status
Neha RCompletedConnected
Rahul SOpen—
Priya MOpen—
Reporting
A short daily report for the manager
The call report shows the day's calls: incoming and outgoing, answered and missed, recent calls, and a ranking of callers by calls made. The task list counts late call-backs, so a missed one is visible the same day. A second report shows how many enquiries turned into sales.
- Calls by caller, ranked
- Late call-backs counted on the task list
- Enquiries turned into sales, by period
CallerIncomingOutgoingAnswered
Neha R186471 / 82
Rahul S125860 / 70
Priya M94749 / 56
Who it fits
Who is this for?
Sales teams that phone enquiries every day: admissions teams at colleges and study-abroad consultancies, loan and insurance sellers, car dealerships and clinics. If your team has a few hundred names to phone this week and keeps them in a spreadsheet, this is the part Getlead replaces.
It is probably not for you if you sell only online and never phone your customers.
Getting started
What you need to start
- A list of people to call. Upload a spreadsheet, or connect a source such as Facebook ads, IndiaMART or your website form.
- A way to call: Getlead's dialler, your office phone system, or the Android and iOS apps.
- A short setup: upload the first list and invite your callers. The help centre has step-by-step guides with screenshots, and support answers on +91 7012 266 208.
Customers
What customers say
"… The software is user-friendly and the team is readily available for support."
Aswin Pradeep
CEO, The Exodus
FAQ
Telecalling, answered plainly
How do callers make calls from Getlead?
From a computer, through Getlead's own dialler (GL Dialer) or your office phone system (often called an IVR). From a phone, with one tap in the Android and iOS apps. Getlead also connects to the Voxbay phone service. On a desk, the caller presses Start on their call list and Getlead dials the names one by one.
Can Getlead handle incoming calls as well as outgoing ones?
Yes. The call report shows incoming and outgoing calls side by side, along with answered and missed calls, so a manager sees both sides of the phone work.
How do I share a calling list among my callers?
Two ways. Give names to particular callers, or put the list in one shared list where each caller takes the next name when they finish a call. Either way, each call is counted against that list.
Can callers save the result of a call?
Yes. After each call the caller picks the result, such as connected, no answer or call-back booked, and adds a note. A recording is attached when your phone line records the call.
What happens when a call-back is missed?
The call-back is a task with an owner and a due time. Once the time passes, it moves into the late count on the task list, where the caller and the manager can both see it.
Can callers work from a phone?
Yes. The Android and iOS apps are included in every plan. A caller can open an enquiry, call with one tap, save the result and set the next call-back from the phone.
How much does Getlead cost for a calling team?
Getlead CRM costs $9 per user per month billed yearly, or $12 per user per month billed monthly. Both include every feature, calling lists and reports among them. The 7-day trial needs no credit card.
Try it
Try it on one calling shift
Start the trial, import one list of enquiries, and give it to one caller for a day. Check the call report that evening. If it does not suit your team, cancel before the 7 days end and pay nothing. Nobody will chase you.
No credit card·All 11 features included·Cancel anytime