A CRM built for BPO and call centre teams
Run every client process, campaign and agent from one system built for how your floor actually works. Managers see live productivity, QA has its scorecards, and clients get the reports they ask for.
Everything your operation needs in one CRM
Processes and campaigns
Separate workspaces, data and rules for each client process, with lead allocation to the right team.
Agent workspace
One screen for customer details, scripts, call dispositions and callbacks, so agents never switch tabs.
Dialer and telephony integration
Connect your existing dialer or cloud telephony so calls, recordings and outcomes are logged automatically.
Quality and audits
Call audit forms, scorecards and feedback for every agent, tracked over time.
Live productivity dashboards
Logins, talk time, calls, conversions and targets by agent, team and shift, in real time.
Client reporting
Daily and weekly reports for each client generated automatically, in the format they want.
Made for you if
- Processes run on spreadsheets and shared drives
- You cannot see agent productivity until the day is over
- Building client reports takes hours every week
From spreadsheets to one live operations system
- Step 1
Discover
We sit with your team, map how leads, clients and work move through your business today, and list what slows you down.
- Step 2
Design
You see the screens, fields, stages and reports before any code is written, and we refine them with you.
- Step 3
Build and migrate
We build the CRM in stages, connect your website, ads, WhatsApp and phone systems, and move your existing data across.
- Step 4
Launch and support
Your team is trained, the CRM goes live, and we keep improving it as your business grows.
Questions, answered
Can it work with our existing dialer?
Usually yes. Most dialers and cloud telephony providers offer an API, and we connect the CRM to it so calls and outcomes are logged automatically.
Can it handle many clients and processes?
Yes. Each process can have its own fields, dispositions, users and reports, and data stays separated between clients.
How many agents can use it?
It is built to grow with you, from a small team to large floors across multiple shifts and locations.
Who owns the CRM and the data?
You do. The system and every record stay in your name, so you keep everything if we ever part ways.
