Identification and access
How people get into a workspace, and how they move between the ones they belong to.
- Email and phone OTP sign-in
- Google single sign-on
- Team invitations and join requests
- A workspace switcher for people in more than one
Features
One workspace for the whole enquiry
Capture, call, message, quote and account for every lead in one place — and automate any of it through an API that speaks the same language as the screens.
What it is
What is DialCRM.AI?
DialCRM.AI is a CRM and sales operations platform that puts lead management, cloud calling, WhatsApp, email and SMS messaging, GST quotations and a programmable API in one workspace. It is built for sales teams whose enquiries arrive from several places at once — so the enquiry, the call about it, the quote that followed and the deal it became are all the same record.
The CRM engine
Where the work happens: the pipeline, the calling, the messaging, and the sources that feed it.
- Leads and Deals on one configurable pipeline
- DialTalk calling, logged against the record
- Facebook Lead Ads, IndiaMART and Justdial capture
- WhatsApp, email and SMS from the deal
- The Agentic API, with keys you mint yourself
Finance, admin and utilities
The things around the pipeline: what you sell, who may do what, and what was changed when.
- An item master with HSN/SAC tax codes
- GST quotations that print as a PDF
- Profile, security and notification preferences
- Import and delete history, row by row
DialCRM.AI at a glance
- What it is
- A CRM and sales operations platform
- Who it is for
- Sales teams whose enquiries arrive from several places at once
- Core capabilities
- Lead and deal management, cloud calling, WhatsApp, email and SMS, GST quotations, a programmable API
- Lead sources
- Justdial, IndiaMART, Facebook Lead Ads, website forms, webhooks, spreadsheets
- Platforms
- Web, Android and iOS
- About the AI in the name
- DialCRM.AI has no artificial intelligence in it — no model, no lead scoring, no generated text. The name refers to the Agentic API, which lets an AI agent you build work the pipeline through the same endpoints a person uses.
- Published by
- Dial ERP
CRM and pipeline
From first enquiry to closed deal, without the spreadsheet.
The CRM is where leads and deals are worked: one configurable pipeline carrying stages, statuses, dispositions, attempts, contacts and company accounts. The awkward questions — who was on this, who closed it, where did it come from — are answered by the record itself rather than by asking around.
- Lead
- Interaction
- Call
- Follow-up
- Deal
- Conversion
An executive dashboard
Conversion and loss rates, amounts, source and employee comparison, stage funnels and disposition mix — every figure over the same filter.
Leads and deals, one pipeline
Two modules over one record. A lead converts to a deal without being retyped, and its history follows it across.
Stages, statuses and dispositions
Named by you. What a stage is called, which status it sits under and which outcomes an attempt may record are all yours to configure.
Every attempt, on the record
Who tried, when, by which method and what came of it — with callback reminders for the next one, and a timeline that reads in order.
Contacts and company accounts
A proper directory behind the pipeline. Link a contact to several businesses, and see every case a company has ever raised.
Find it, then export exactly that
Filter by case ID, source, owner, disposition, amount or next-attempt date — and export the rows you filtered, not the whole list.
Lead sources
Enquiries arrive on their own.
Lead capture brings enquiries in on their own from Facebook Lead Ads, IndiaMART, Justdial, your own website forms and inbound webhooks. Every delivery is logged with the exact fields the provider sent, so nothing goes missing quietly and a mapping that looks wrong can be compared against what actually arrived.
- Facebook Lead AdsForms delivered as they are submitted
- IndiaMARTBuyer enquiries, with the fields they sent
- JustdialEnquiries captured on arrival
- Website forms and webhooksYour own forms, posting straight in
- SpreadsheetsImported with a preview and per-row errors
- DialCRM.AIOn your pipeline, assigned to your team
WhatsApp, email and SMS
Sent under your own number and address, from templates that fill themselves in from the record. Delivery and replies land back on the deal.
Calls, tracked and recorded
Dialled from the record, timed, given an outcome, and filed with the audio against the customer.
Webhooks and the API
Inbound deliveries are logged with the exact fields received, and the Agentic API works the same pipeline programmatically.
DialTalk
Call from the record, and the record knows.
DialTalk is DialCRM.AI’s cloud calling: one click dials the customer from the lead or deal itself, and the attempt, its disposition, the talk time and the recording are all filed against the record. The dialler opens beside the record, so nobody has to write the call up afterwards from memory.
- One click to call from the lead or deal itself
- The attempt is logged as you make it, not afterwards
- Talk time recorded against the record
- An outcome from the dispositions that stage allows
- The recording stored and playable from the Attempts tab
- Every call kept on the customer, so the history reads in order
Finance
GST quotations, straight off the deal.
GST quotations are raised straight off a deal, from an item master carrying HSN and SAC codes, categories, sub-categories, brands and units of measure. Tax is calculated for you line by line, and the quotation downloads as a PDF with your logo, bank details and signature on it.
- Products and services
- Item master
- GST calculated
- Branded quote
- An item master with categories, sub-categories, brands and units
- HSN and SAC codes against each item
- GST worked out for you, line by line
- Your logo, bank details and signature on the document
- Downloaded as a PDF, ready to send
Agentic API
An API your own agent can drive.
The Agentic API is DialCRM.AI’s programmable interface: it adds leads and deals, books follow-ups, logs and reads attempts, marks a deal won or dropped, reads a record and its timeline back, and creates or changes quotations and catalogue items. It authenticates with workspace API keys you mint and revoke yourself, and inbound webhooks deliver events the other way.
- Add a lead or a deal
- Book a follow-up, or log the attempt you just made
- Mark one won or dropped, with the disposition that stage allows
- Read a record, its attempts and its timeline back
- Create and change quotations and catalogue items
- Workspace API keys you mint and revoke yourself
The Agentic API documentation lives under Hub ▸ Integrations ▸ Agentic API — endpoints, authentication, minting a key, worked request and response examples.
Create a deal
POST /api/agent/crm/cases
Authorization: Bearer dcrm_live_…
{
"caseType": "Deal",
"contactName": "Ravi Kumar",
"contactPhone": "9876543210",
"source": "Website",
"expectedAmount": 50000
}Team and access
Who may do what, enforced where it counts.
Team management covers the Hub — members, groups and a reporting hierarchy — together with invitations, join requests, storage, plan and billing. Role-based access control decides who may do what, over a fixed set of permissions enforced on the server rather than by hiding buttons.
The Hub
Members, groups and a reporting hierarchy, so a rep sees their desk and a manager sees the team.
Invitations and join requests
Invite somebody by email, or approve the people asking to join. Pending approvals wait in one place.
Roles and permissions
Custom roles over a fixed set of permissions, enforced on the server. Hiding a button is a courtesy; the endpoint is the control.
Plan, storage and billing
Seats in use, storage used, the current plan and its invoices — all in the workspace, changeable at any time.
Host / Admin
Full access to the workspace
- Everything a team member can do
- The Admin Panel: members, roles, groups and workspace settings
- CRM Settings: stages, statuses, dispositions, sources and custom fields
- Finance: the item master and quotations
- Plan, billing and invoices
- Deleting records, and restoring them from Delete History
Team member
The work, and their own account
- Home, Deals and the Directory
- Calling, messaging and logging attempts
- Their own Profile, security and notification preferences
- Help, and the Agentic API documentation
- Import History for the files they brought in
The iOS app leaves out a named list of screens: the subscription and its invoices, the workspace overview that reports on them, self-serve sign-up, Google sign-in, and the quoting side of Finance. Everything else — including the Admin Panel — is there, and the web and Android apps carry all of it.
More
Your account, and what was changed when.
The More section holds your own account and the record of what changed: Profile, Help, Import History and Delete History. Administrators also reach the workspace Overview, Plan & Billing and the Admin Panel from the same place.
Profile
- Your details
- Password and sign-in security
- Connected Google account
- Notification preferences
Help
- About us
- How your data is handled
- The terms you agreed to
- How to contact us
Import History
- Every file, with who uploaded it and when
- Rows read, imported, failed and pending
- The reason each row failed
- Each set downloadable as one file
Delete History
- What a deletion took, record by record
- Who deleted it and when
- How the records were chosen
- Restored from the same page
Who it is for
Who uses DialCRM.AI?
Described by what these teams do rather than by their industry: there are no industry-specific modules here, and the honest answer to “will it fit my business” is that the pipeline and the form are yours to shape.
Teams whose leads arrive from everywhere
If enquiries come from Justdial, IndiaMART and Facebook at once and get worked out of three different inboxes, this puts them on one pipeline with an owner against each.
Sales floors that run on the phone
Calling is part of the record rather than a separate app: the attempt, its outcome, the talk time and the recording all land on the customer as the call ends.
Businesses that quote with GST
An item master with HSN and SAC codes behind every quotation, tax calculated for you, and a branded PDF at the end of it.
Teams replacing a spreadsheet
Import contacts, accounts, leads and masters from the sheet you already keep, with a preview, per-row errors and a permanent import history.
Anyone building on top of it
The Agentic API and webhooks expose the same pipeline programmatically, with workspace keys you mint yourself, so an assistant or an internal tool can work it alongside your team.
Businesses the standard form does not fit
Add your own fields to the lead and deal forms — a dropdown, a date, a number — so an insurance broker can record the cover type and the insured’s date of birth, and a travel agency the destination, without either carrying the other’s columns.
See it with your own enquiries.
Create a workspace, connect a source, and watch the pipeline fill with real leads rather than a demo’s.
Get started free