Help
Questions, answered
How the product works, what the words mean, and where to read the documents or reach the company behind it.
Getting started
How DialCRM.AI works
From an empty workspace to an enquiry somebody is answering.
- 1
Connect your sources
Justdial, IndiaMART, Facebook Lead Ads, your own website forms and inbound webhooks feed straight in. Every enquiry lands as a lead carrying the fields the provider sent, with nothing retyped.
- 2
Shape the pipeline
Statuses, stages, dispositions, sources and attempt types are yours to name, and you can add questions of your own — a policy type, a date of birth, a destination — to the lead and deal forms. The defaults work on day one.
- 3
Assign the work
Leads go to an owner, or are accepted from a pool. A reporting hierarchy and group membership decide who sees whose desk, and the server enforces it.
- 4
Call and message from the record
DialTalk dials the customer from the lead or deal itself; WhatsApp, email and SMS go from the same page under your own number and address. Each attempt is logged as it happens, with its outcome and its recording.
- 5
Quote with GST worked out
Raise a quotation against the deal from an item master carrying HSN and SAC codes. Tax is calculated line by line and the document downloads as a PDF with your branding on it.
- 6
Close it, and know who did
Convert, win or drop. Every change is on the record with a name and a time against it, and a deletion can be read back — and undone — from Delete History.
Questions
Frequently asked questions
DialCRM.AI is a sales platform that puts lead management, cloud calling, messaging, GST quoting and automation in one workspace. Enquiries are captured from Justdial, IndiaMART and Facebook Lead Ads, worked on a pipeline you configure, called through DialTalk with recordings kept on the record, quoted with automatic GST, and driven programmatically through the Agentic API.
Call a contact from the lead or deal itself. The dialler opens beside the record, and when the call ends the attempt is logged with its disposition, the talk time is recorded, and the audio is filed against the customer so it can be played back later from the Attempts tab.
From an item master carrying HSN/SAC codes, categories, sub-categories, brands and units of measure. Pick the items, and tax is calculated for you; the quotation prints and downloads as a PDF with your logo, bank details and signature on it.
Add a lead or a deal, book a follow-up, mark one won or dropped, log and read attempts, read a timeline, and create or change quotations and catalogue items. It authenticates with workspace API keys you mint yourself, and the documentation with request and response examples is inside the app under Hub ▸ Integrations ▸ Agentic API.
Profile — your details, password and sign-in security, connected Google account and notification preferences. Help — about us, how your data is handled, the terms, and how to reach us. Import History — every file brought in, with rows read, imported, failed and pending, the reason each row failed, and each set downloadable. Delete History — what a deletion took, who did it and when, restorable from the same page. Administrators also see the workspace Overview, Plan & Billing and the Admin Panel.
Yes, for the parts that are theirs: Profile, Help, Import History and the Agentic API documentation. The workspace Overview, Plan & Billing and the Admin Panel need an administrator, and the server enforces that rather than only hiding the links.
No. Statuses, stages, dispositions, sources, attempt types and roles are all configurable per workspace. The seeded defaults are a starting point, not a straitjacket — rename or replace them and the app follows.
Justdial and IndiaMART connections, Facebook Lead Ads, and inbound webhooks for anything else — your website form, a landing page, another system. You can also create leads by hand or import them from a spreadsheet.
Only if you let them. Every list runs under a Self, Team or Admin view: Self is their own records plus anything unassigned, Team adds everyone reporting to them, Admin is the whole workspace. Permissions are enforced on the server, not just hidden in the interface.
It converts in place — the deal carries the contact, account, amount and history across, and the original lead is marked converted rather than duplicated. Both records stay linked.
Every record keeps a timeline: what changed, from what to what, who did it and when — including assignments, transfers, status moves, conversions and drops. Renaming a stage later does not rewrite what the history says happened.
Yes, and there are Android and iOS apps as well as the web. The lists, record pages and dashboard are built for a phone — tables become cards and the navigation moves to a bottom bar — and a follow-up falling due raises a reminder on the device even when the app is closed.
Yes. A member works Home, Deals and the Directory, and keeps their Profile, Help, the Agentic API documentation and Import History. Finance, the admin hub, billing and workspace settings are an administrator's, and the server enforces that rather than only hiding the buttons.
In plain words
What the terms mean
- platform
- 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.
- pipeline
- 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.
- sources
- 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.
- dialtalk
- 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.
- finance
- 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.
- api
- 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.
- team
- 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.
- more
- 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.
About
Who makes DialCRM.AI?
DialCRM.AI is published by Dial ERP. It is sold directly and through resellers, who run it on their own connected domains with their own plans and prices — so what a visitor is quoted depends on whose site they are on.
- Product
- DialCRM.AI
- Category
- CRM and sales operations platform
- Published by
- Dial ERP
Read more about the company, how your data is handled and how to get in touch at Dial ERP.
Still stuck
Where to go next
Try it on your own data
The free plan opens a real workspace. Import a spreadsheet of leads and see the pipeline with your own enquiries in it.
Create a workspaceThe documents
How your data is handled, and the terms the service is offered under.
Get the app
The same workspace on a phone — your pipeline, the dialler and the follow-ups due today.
Talk to the company
DialCRM.AI is published by Dial ERP. Contact details, and everything else about the company, are on its own site.
Dial ERPNothing here answered it?
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