TeleERP

TeleERP is the mobile app for the TeleERP CRM & ERP platform, built for businesses that run on lead generation, telecalling and follow-ups. Your sales team can capture, call, follow up and close leads from their phone, while managers track the whole team in real time.

Note: TeleERP is a business app. Accounts are created by your company's TeleERP admin. To get started for your business, visit teleerp.com.

★ ALL YOUR LEADS IN ONE PLACE
• See every lead assigned to you, with stage, category and contact details
• Filter by pipeline stage or category, and search instantly
• Leads from your website, Google Ads, Meta Ads and other connected sources show up automatically
• Add new leads on the go, or straight from your phonebook
• Lead details with notes, deal value, lead score and a complete activity timeline

★ CALL FASTER WITH POWER DIALER
• Call new leads back to back without searching for numbers
• Update the lead's stage after every call and move on to the next one
• Call from your own SIM, or through CallerDesk cloud calling where your company uses it

★ AUTOMATIC CALL LOGGING
• With your permission, TeleERP reads your phone's call log and records calls with your leads (incoming, outgoing and missed) on each lead's timeline
• Only calls with your leads' numbers are uploaded. Your personal calls never leave your phone
• Call recordings saved by your phone can be attached to the right call, so your team can listen back anytime

★ NEVER MISS A FOLLOW-UP
• Today, Upcoming, Overdue and Done follow-ups, clearly separated
• Schedule a follow-up from any lead in seconds
• Reminders and notifications so every promised call-back happens

★ WHATSAPP WITH LEADS
• Chat with leads on WhatsApp from inside TeleERP
• One team inbox with every lead conversation
• Open a WhatsApp chat, call, email or SMS with one tap

★ FOR MANAGERS
• Team dashboard with total leads, won deals, calls today and missed calls
• Agent leaderboard with calls and conversion rates
• Analytics to see what is working

★ ALSO INCLUDED
• Product and service catalog to share with leads
• Real-time updates across the team
• Secure sign-in with fingerprint or Face ID

WHY WE ASK FOR PERMISSIONS
• Call logs: to record your calls with leads in the CRM (only calls with leads are uploaded)
• Phone: to place calls to leads directly from the app
• Music and audio: to attach the call recordings your phone saves to the right call
• Contacts (optional): to add leads from your phonebook
• Notifications (optional): to alert you about new WhatsApp messages, follow-ups and assigned leads

TeleERP helps growing Indian businesses in real estate, education, insurance, solar, services and more turn every lead into a sale.

Questions or support: visit teleerp.com