CRM for loan and insurance telecalling teams, with every call on record
atomcrm.ai is a telecalling CRM for loan DSAs, NBFC sales teams and insurance agencies. It captures leads from ads, websites and partners, distributes them to callers by rules, records every call outcome and follow-up, restricts who sees customer data, and keeps a complete audit trail.
Where enquiries are lost today
High volume, thin margins
Every lead costs money and most need several calls. A lead without a next step is money spent twice.
Customer data needs control
Phone numbers and personal details should be visible only to the people handling the case.
Accountability for every call
Managers need to see who called, what was said and what happened next — across the whole team.
How atomcrm.ai works, step by step
- 1
Leads from ads, sites and partners
Lead forms, websites and partner systems post leads through webhooks or the REST API.
- 2
Distributed by rules
Round-robin, capacity or performance-based distribution with caps and fallbacks.
- 3
Called and dispositioned
Each call is recorded with a stage, a status such as "Switched off" and a dated follow-up.
- 4
Documents and stages
Upload documents to the lead and move it through your own stages to disbursal or policy issue.
- 5
Audited end to end
Every change, export and sign-in is logged with who and when.
Everything the team needs, in one CRM
Phone masking
Mask numbers to the last four digits for roles that should not see them.
Audit trail
Searchable history of changes, exports and sign-ins, with before and after values.
Roles and data scope
Own leads, team or everything — per role, with custom permissions.
Callback queue
Overdue and due-today follow-ups first, for every caller.
Documents on the lead
Upload and download files on each lead, scanned before download.
Team performance
Calls, connect rate, talk time, follow-up discipline and conversions per person.
Questions people ask
Can we control who sees customer phone numbers?
Yes. Numbers can be masked for roles without permission, and data scope limits which leads each role can open.
Is every action audited?
Yes. Changes, exports, deletions and sign-ins are recorded in the audit trail with before and after values.
Can partner systems send leads?
Yes, through signed webhooks or the REST API, each with its own source and routing.
Where is data stored?
In India.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.