Questions, with straight answers
Including the things CRM Bundals does not do. If an answer here is no, it is no in the product too.
Calling
Does it record calls?
No. Android does not let any app record a call, and CRM Bundals does not record. You still get every call, its time, its length and its outcome, read from the caller’s phone and not typed in.
Do we need new numbers or a dialer?
No. Your callers keep calling from their own SIMs, through the phone’s own dialer. The app starts the call and reads the call log afterwards.
Is there an auto-dialler or bulk calling?
No. Every call is one caller tapping Call on one lead. Calling lists put leads in order, they do not dial them.
How does the app know a call happened?
The Android app reads the phone’s call log, with the caller’s permission, when the caller comes back to the app. Start time, talk time and direction come from the phone. The caller cannot type or change them.
Can it see my callers’ personal calls?
No. The phone app keeps the numbers of the caller’s own leads. Calls with any other number are matched and dropped on the phone and never sent to us or to you.
Does it work on an iPhone?
The caller app is made for Android. An iPhone does not let any app read its call log, so calls cannot be read from an iPhone.
What happens when nobody picks up?
A follow-up is made for the next day at the time you set, and a fresh lead moves to Not picking up. The follow-up keeps what the call was about. You can also switch on a rule that gives up after a number of tries in a row.
Can I stop calls at odd hours?
Yes. Calling hours start as 9 am to 9 pm and you can change them. There is also a daily call limit per caller. Outside the hours, or past the limit, the Call button is off in the caller app.
Can a caller mark a call as connected when it was not?
Not from the phone app. If the phone shows no talk time, Connected is refused. If it shows talk time, No answer is refused. Calls typed in on the portal are allowed and are marked “Typed in”.
Leads
Where can leads come from?
An Excel or CSV file, your website form, any tool that can send a webhook, or typed in by hand.
Do leads from Facebook, IndiaMART or property portals come in on their own?
Not yet. For Facebook, IndiaMART, 99acres, MagicBricks and JustDial, download the leads there and import the file. Numbers you already have are skipped.
What if the same number is imported twice?
A phone number can be a lead only once. The import skips repeats and tells you how many it skipped.
Who gets a new lead?
New leads go to your callers in turn. You can switch this off and give leads out yourself.
Can we mark a number as do not call?
Yes. A lead marked Do not call cannot be called from the app and cannot be put on a calling list.
Can a lead be left with no follow-up?
No. A call is saved only with a next follow-up, or Won, or Lost with a reason.
What does WhatsApp cost?
Nothing from us. A saved message opens in the caller’s own WhatsApp with the text filled in, and the caller presses send.
Does it send WhatsApp messages by itself?
No. It opens the chat with the message ready. The lead’s history says the message was opened, because that is all we can know.
Is there bulk WhatsApp or a shared team inbox?
No bulk sending. A shared inbox on your own business number is not ready yet.
Team and safety
What happens when a caller quits?
Switch off the login. They are logged out at once, on the portal and on the phone app, and their leads and open follow-ups move to you.
What can a caller see?
Only their own leads, on every screen. You can also hide full phone numbers from callers.
Can a caller download our lead list?
No. Download and Excel import are for the owner and managers.
Can someone quietly change what happened?
Changes are written to a log that cannot be edited or deleted.
Can another company see our data?
No. Each company’s data is kept in its own separate database.
Does it use AI?
No. Automations are plain rules that you switch on or off. Nothing guesses or decides for you.
Fees and payments
Can it take payments?
It does not collect money for you. You enter the money you received by cash, UPI or bank, and print a receipt. A part payment moves the lead to Part paid and makes a balance reminder.
Are pay links or a payment gateway connected?
No. Pay links are not connected.
What does CRM Bundals cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page.
Getting started
How long does setting up take?
Pick a starter pack for your kind of business at sign-up, add your callers and import your leads. Stages, sources, lost reasons, visit kinds and call scripts come with the pack.
Our business is not in the 7 starter packs. Can we still use it?
Yes. Start from the closest pack and rename the stages, sources and reasons in Settings. See the starter packs.
Which languages does the caller app speak?
English, Hindi and Gujarati.
When can we start?
Accounts open very soon. The portal is built and is being put on its server in India.