CRM BundalsApps
15 apps · one loginAll 15 apps, each doing one job
A calling team does the same few things all day: get a lead, call, note what happened, call again, collect the fee. Each of those is its own small app. Open a lead and you see all of them for that one person.
LeadsCallsFollow-upsCampaignsVisitsWhatsAppLead SourcesAutomationsFormsReportsTeamPaymentsCollectionsCustomersSettings
Getting leads in and calling them
Leads app
Every enquiry in one list.
- Each lead has a name, a phone number, what they asked about, where they came from, a stage and one owner.
- A phone number can be a lead only once. An import skips the repeats and tells you how many it skipped.
- New leads go to your callers in turn, unless you switch that off.
- Callers see only their own leads. The owner and managers see everyone’s.
LeadsDisha Career Academy · everyone’s leads
23 freshHarsh VaghelaRRB JE Mechanical · Website form · Pooja
Part paid
Anjali TrivediGATE Mechanical · Website form · Pooja
Interested
Rohit ChauhanRRB JE Mechanical · Excel list · Farhan
Fresh
Yash BhattGATE Mechanical · Incoming call · Riya
Call back later
Mitali ParmarSSC JE Civil · Website form · Pooja
Not picking up
Komal PrajapatiSSC JE Civil · Walk-in · Farhan
Fresh
One phone number is one lead, never twoCallers see only their own
Lead Sources app
Three honest ways in.
- Import an Excel or CSV file.
- Point your website form at a secret address that belongs to your company.
- Send leads from any tool that can post a webhook.
- Repeats are counted, not added twice.
Facebook, IndiaMART, 99acres, MagicBricks and JustDial are not connected. Download the leads there and import the file here.
Lead SourcesWhere this week’s leads came from
3 ways inExcel or CSV fileSeptember enquiries · 212 added, 9 repeats skipped
Imported
Website formPosts to your secret address · 41 leads, 3 repeats counted
Webhook from another toolIts own secret address · make a new secret any time
Facebook, IndiaMART, 99acres: download there, import here
Campaigns app
Calling lists, in order.
- Make a list from leads that match a stage, a source or what they asked about.
- Put callers on the list. Each caller gets their own leads first.
- See how many are called, connected and won.
- A lead marked Do not call is never put on a list.
This is a list your callers work through one by one. It is not bulk calling: every call is still one person tapping Call.
RRB JE September enquiriesCalling list · Stage: Fresh · RRB JE Mechanical
OnLeads140
Called86
Connected31
Won4
Rohit ChauhanNext to call · with Farhan
Fresh
Komal PrajapatiNext to call · with Farhan
Fresh
Callers on this list: Pooja, FarhanDo-not-call leads are left out
Calls app
Who called whom, for how long.
- Every call with its time, its length and what happened.
- Calls from the Android app are read from the phone’s call log and say so. Calls typed in on the portal say “Typed in”.
- A manager can give any call marks out of 5.
- The same list downloads to Excel.
CallsToday · all callers
64 callsHarsh Vaghela5:42 pm · Pooja Rana · 3 min 12 s
Connected
Read from phoneMitali Parmar5:20 pm · Pooja Rana · 0 s
No answer
Read from phoneYash Bhatt4:58 pm · Riya Desai · 1 min 40 s
Connected
Read from phoneRohit Chauhan4:31 pm · Farhan Shaikh · 2 min 05 s
Connected
Typed inA manager can give any call marks out of 5Downloads to Excel
Staying on every lead
Follow-ups app
Nothing missed today.
- Every open lead has a next follow-up with a date, a time and what it is about.
- Late ones sit on top in red.
- A call closes the follow-up it answers and asks for the next one.
- Nobody picked up? A follow-up is made for the next day by itself.
Today’s follow-upsPooja Rana
Late 2Mitali ParmarYesterday, 11:00 am · Asked for the batch timings
Late
Dhruv MakwanaYesterday, 4:00 pm · Wants to talk to his father first
Late
Komal PrajapatiToday, 2:00 pm · Demo class reminder
Due
Jignesh SolankiToday, 3:15 pm · No answer on 08/10
Due
Harsh VaghelaToday, 4:30 pm · Balance fee ₹13,500
Due
A call closes the follow-up it answersEach one says what it is about
Visits app
Demo classes, site visits, appointments.
- Book a visit from the lead’s page.
- A reminder follow-up is made 2 hours before.
- Mark it Came, Did not come or Cancelled.
- Did not come makes a follow-up for the next morning.
VisitsThis week
3 bookedHarsh VaghelaDemo class · Saturday, 11:00 am · reminder 2 hours before
Booked
Anjali TrivediCampus visit · Today, 4:00 pm
Came
Komal PrajapatiDemo class · Yesterday, 5:00 pm · follow-up made for this morning
Did not come
Did not come makes a follow-up for the next morning
WhatsApp app
Saved messages, opened in one tap.
- Write a message once with blanks for name, course, balance, company and caller.
- One tap opens the caller’s own WhatsApp with the text filled in. The caller presses send.
- The lead’s history shows the message was opened.
- Nothing to pay us for WhatsApp.
We do not send WhatsApp messages for you and there is no bulk sending. A shared team inbox on a business number is not ready yet.
HV
Harsh VaghelaSaved message · Balance reminder
Part paidNamaste Harsh, this is Pooja from Disha Career Academy. Your balance fee for RRB JE Mechanical is ₹13,500. Reply here once it is paid and we will send the receipt.
Name, course and balance filled in by themselvesOpens in the caller’s WhatsApp
Forms app
Ask the right things after a call.
- One short form per stage.
- It is asked when a call moves a lead into that stage.
- Mark an answer as needed and the call cannot be saved without it.
- The answers stay in the lead’s history.
Qualifying callForm asked when a lead moves to Interested
InterestedCourse neededRRB JE Mechanical
Qualification neededDiploma, Mechanical
Batch timeEvening
Fee quoted needed₹18,500
A needed answer left empty stops the saveOne form per stage
Automations app
Follow-ups that make themselves.
- Four plain rules, each with its own switch.
- Try again the next day when nobody picks up.
- First call a set number of minutes after a new lead, inside calling hours.
- A balance reminder some days after a part payment, and an optional give-up rule.
These are fixed rules that you switch on or off. Nothing here guesses or decides on its own.
AutomationsPlain rules, each with its own switch
3 onNot picked up, try againFollow-up for the next day at 10:15 am
First call for new leads30 minutes after the lead arrives, inside calling hours
Balance fee reminder3 days after a part payment
Give up after calls nobody picked upAfter 4 in a row the lead goes to Lost: Could not reach
The minutes, days and counts are yours to set
Fees and money owed
Payments app
Receipts and part payments.
- Enter the money you received and how it came: cash, UPI, bank.
- A part payment moves the lead to Part paid. The full fee moves it to Won.
- A payment cannot be more than the balance.
- Print a receipt from the same screen.
Pay links and payment gateways are not connected. You collect the money your usual way and enter it here.
Receipt · Disha Career Academy, SuratHarsh VaghelaRRB JE Mechanical · received by Pooja RanaPAID · UPI
₹5,000
Fee₹18,500
Balance₹13,500
Balance reminderIn 3 days
Collections app
Call for money that is owed.
- Add what is outstanding by hand or from an Excel or CSV file.
- After a collection call pick Promised, Part paid, Paid, No answer, Call later or Dispute.
- A promise needs a date. When the date passes it shows as a broken promise.
- A dispute needs a note.
CollectionsMoney that is owed
₹19,500 openDhruv MakwanaInstalment 2 · ₹6,000 · due 5 Oct
Promised 12 Oct
Jignesh SolankiInstalment 3 · ₹9,500 · promised 6 Oct
Broken promise
Mitali ParmarInstalment 2 · ₹4,000 left of ₹8,000
Part paid
A promise needs a date, today or laterA dispute needs a note
Customers app
Renewals, instalments, repeat orders.
- A won lead becomes a customer by itself.
- Give a customer due dates: an instalment, a renewal, a repeat order.
- A due date can repeat every few months.
- Marking one done makes the next one.
CustomersWon leads, with what is due next
19 this monthRohit ChauhanRRB JE Mechanical · Instalment · every 1 month
Due 15 Oct
Anjali TrivediGATE Mechanical · Renewal · every 12 months
Due 1 Nov
Yash BhattGATE Mechanical · Instalment · every 1 month
Done
Marking one done makes the next one
Running the team
Reports app
Know who is really calling.
- Leaderboard by calls, connected calls, talk time, won leads and fees.
- First call and last call of the day for each caller.
- How long new leads waited for their first call.
- Targets for calls, won leads and fees, and the leaderboard in Excel.
Leaderboard · this week512 calls
1
PR
Pooja Rana198 calls₹1,31,0002
FS
Farhan Shaikh173 calls₹92,5003
RD
Riya Desai141 calls₹61,000First call 9:42 am · last call 6:10 pmLate follow-ups: 14
Team app
Logins, and who sees what.
- Three roles: owner, manager, caller.
- Choose which apps each login opens.
- Switch a login off and that person is logged out at once. Their leads and open follow-ups move to you.
- Every change is written to a log that cannot be edited or deleted.
TeamDisha Career Academy
5 loginsKS
Kavita ShahOwner · every app
NJ
Nikhil JoshiManager · all apps except Settings
PR
Pooja RanaCaller · own leads only
FS
Farhan ShaikhCaller · own leads only
RD
Riya DesaiCaller · own leads only
New leads shared in turn: OnHide full phone number from callers: Off
Settings app
Your words, your hours.
- Your own stages, call outcomes, sources and lost reasons.
- Calling hours and a daily call limit per caller. Outside them the Call button is off.
- What to say at each stage, shown to the caller before the call.
- Start from a starter pack for your kind of business.
See the 7 starter packs.
SettingsOwner only
Stages
FreshNot picking upCall back laterInterestedPart paidWonLost
Call outcomes
ConnectedNo answerBusySwitched offCall laterWrong number
Calling hours9:00 am to 9:00 pm
Daily call limit150 per caller
Try again at10:15 am
Leads ask aboutCourse
Every account has all 15 apps