Modules

One login for sales, people and money.

The CRM comes with every plan. Switch on the modules your company needs; they share the same employees, customers and permissions, so nothing is typed twice.

Included in every plan

The telecalling CRM

Everything a calling floor needs, before you add anything.

See all CRM features
  • Lead batches and auto-distribution
  • Auto-dialer and SIM calling app
  • Call recording and outcomes
  • WhatsApp, SMS and email
  • Pipeline, follow-ups and lead scoring
  • Agent, source and call reports
Add-on modules

Grow into the whole company.

HRMS

People, attendance and payroll

Most sales floors run attendance on one app, incentives in Excel and payroll in another tool, then spend the first week of every month reconciling them.

  • Employees: employee records with codes, departments, designations and reporting managers
  • Attendance: built every night from each agent's dialer session time
  • Leave: your own leave types, e.g. casual, sick, earned
  • Expenses: expense claims by category, with receipt uploads
Explore HRMS
Sales & Billing

Quotes, orders and GST invoices

When a telecaller closes a deal, someone usually types the customer into billing software, builds a quote in Word and keys the invoice into Tally.

  • Customers & products: customers created from won leads, with GSTIN and billing address
  • Quotation → order → invoice: quotations converted into sales orders in one click
  • GST done right: cGST + SGST for intra-state supply, IGST for inter-state
  • Numbering: locked, gap-free document numbering
Explore Sales & Billing
Recruitment

Hire telecallers faster

Telecalling teams hire all year round.

  • Job openings: openings with department, location and headcount
  • Candidates: one candidate database across all openings
  • Pipeline: move applications through your stages
  • Interviews: schedule interviews with one or more interviewers
Explore Recruitment
AI Suite

Every call, read for you

A manager can listen to maybe twenty calls a day.

  • Transcripts: recorded calls transcribed automatically
  • Summary & key points: a short summary of each call
  • Sentiment: how the customer felt about the offer, not how upbeat the agent sounded
  • Next step & outcome: a suggested next step for the agent
Explore AI Suite
Why one suite

The bridges are the point.

Separate tools need someone to copy data between them every month. In DialSathi the data simply flows.

Deals become incentives

Leads marked won feed the incentive engine, and the amount lands on the agent's payslip that month.

Calls mark attendance

Each night, the day's dialer sessions become the attendance record. No separate punch-in.

Offers become employees

An accepted offer converts into an employee record, so HR doesn't key the new hire in again.

Won leads become customers

A won lead turns into a quotation, order and GST invoice without re-entering the customer.
FAQ

Questions about modules.

Do I have to buy the modules?

No. The CRM and the Android app come with every plan. HRMS, Sales & Billing, Recruitment and the AI Suite are optional add-ons you can switch on when you need them.

Can I add a module later?

Yes. A module can be switched on for your workspace at any time. It uses the employees, customers and permissions already in your CRM, so there is nothing to migrate.

How are modules priced?

Each module is priced for your company size and works with any plan. Book a demo and we'll send a quote.

Who can see HR and billing data?

Access is role-based. HR and accounts roles run their own areas without CRM admin rights, and managers never see colleagues' salaries.

Get started

Pick the modules that fit your team.

We'll show you the CRM and any module you're curious about, with a sample of your own data, in 30 minutes.

Book a free demo See pricing