Convert more leads with a smarter calling workflow.
Give your company admin and telecallers one professional workspace to manage leads, calls, follow-ups, attendance, reports and daily performance.
Priya updated a leadInterested · 2 min ago
Ravi completed follow-upCallback · 6 min ago
New batch assigned250 contacts · 12 min ago
Conversion Progress82%
+8.4%Everything your calling team needs to work with focus
A professional CRM designed around your daily calling workflow.
Give managers visibility and give telecallers a simple action-focused queue—without exposing unnecessary WordPress screens.
Import & Allocate Leads
Upload CSV or Excel customer data, organize batches and assign contacts to the right team member.
Focused Calling Queue
Show up to 50 active contacts at a time so telecallers can call, update and continue without clutter.
Live Performance View
Track active time, call outcomes, follow-ups, conversions and day-wise employee reports.
Role-Based Security
Separate Super Admin, Company Admin and Telecaller access with protected company data and sessions.
The right controls for managers. The right actions for callers.
Each role sees a dedicated experience, helping your team work faster while protecting company information.
Company Admin Portal
Control your CRM operation from one dashboard—from employee accounts and lead distribution to reports and company verification.
- Team account managementCreate, suspend, reset or transfer telecaller data.
- Bulk lead operationsImport, assign, reassign, filter and export customer records.
- Workforce visibilityReview attendance, live activity and employee performance.
- Reports & documentsDownload reports and upload business verification documents.
Telecaller Portal
A clean, mobile-ready workspace that keeps every caller focused on assigned contacts, customer responses and next follow-ups.
- 50-contact active queueCompleted records move out and the next assigned customer loads automatically.
- Call result updatesSave outcomes, notes, interest status and callback dates.
- Attendance & activityRecord work sessions and maintain transparent active-time reporting.
- Secure personal accessEach employee sees only the records assigned to their account.
From raw customer data to measurable team results.
Upload
Add customer data by CSV, Excel or manual entry.
Assign
Distribute batches or selected leads to telecallers.
Call & Update
Record every result, note and scheduled follow-up.
Review
Measure activity, outcomes and conversion progress.
One CRM plan for your complete calling team.
Launch a structured company and telecaller workflow without paying separately for each basic CRM function.
ClickNexa setup assistance includedSupport for portal access, team setup and workspace operations.
Complete CRM access for a growing calling team.
25 users includedCompany Admin and Telecaller access
- Company Admin Portal
- Telecaller Calling Portal
- Lead import, allocation and reports
- Attendance, follow-ups and team activity
- ClickNexa WhatsApp assistance
Questions before you get started?
Speak with ClickNexa support for plan activation, account setup and onboarding assistance.
Book a Demo on WhatsAppHow many users are included in the monthly plan?+
The ₹4,999 monthly package includes access for up to 25 users across the Company Admin and Telecaller portals.
Can Company Admins upload and assign customer data?+
Yes. Company Admins can import CSV or Excel files, organize batches, assign leads, transfer data and export reports.
What does each telecaller see?+
Telecallers see their own secure workspace and assigned customer queue, including call results, notes and follow-up actions.
Does the CRM work on mobile phones?+
Yes. The public home page and CRM portal layouts are responsive for supported modern desktop and mobile browsers.