Where do call recordings live?

In your own Google Drive. You connect a corporate account once via OAuth, and recordings upload to a “Synvix Call Recordings” folder. Managers stream audio inline from the lead — files never sit on our servers.

How do quotes reach the customer?

Build the proposal from your product catalog — quantities, discount, GST — then dispatch it to the customer’s WhatsApp or email in one tap. The send is logged on the deal timeline and the quote flips from draft to sent.

Can I import my current Excel or CSV leads?

Yes. Data Transfer takes drag-and-drop CSV/Excel for leads, contacts, organizations, and products, with column mapping. Most floors import and start calling the same day.

How does signup work?

Pick a plan and seats on the payments page, pay with Razorpay, then create your admin name and password. Every new workspace starts with a 10-day free trial — sign in with your workspace slug and add users up to your seat count.

What does one seat include?

One seat is one telecaller login. Managers and admins count as seats too. You can add or remove seats mid-term; billing adjusts on the next cycle. GST is charged extra on invoices.

What can managers see in real time?

The live floor: who’s on a call, who’s available, who’s idle, and who’s offline — plus calls today, talk time, and overdue follow-ups per rep. Idle reps with stale leads can be reassigned in one click.

How does access control work?

Role-based permissions down to the action — view leads, edit all leads, create quotes, and more. Reps see their queue; managers see the floor; admins see everything.

Does it work when reps are offline?

Synvix CRM ships as a progressive web app. Field reps can open pipelines, contacts, and activity history without connectivity; changes sync when they’re back online.

For the team that calls all morning

SynvixCRM — they answer a number they already know.

SynvixCRM is a telecalling CRM. Your reps dial the next due lead from their own SIM, so the customer hears a person, not a cloud line. You see who is talking, who has gone quiet, and which follow-up is about to slip.

Start free trial Try the due queue

Sample floor2 on call in this sample

/leads/floor

Priya Nair
On call · LogiTech Labs · 04:12
Arjun Mehta
Available · 12 calls today
Sana Qureshi
On call · Vortex Media · 01:48
Rahul Verma
Idle 9m · 2 overdue follow-ups
Reassign
Ishita Rao
Available · 9 calls today
Dev Patel
Offline · back 2:00 PM

Priya logged “Connected · commercial” on LogiTech Labs

Priya logged “Connected · commercial” on LogiTech LabsQuote Q-1042 sent on WhatsApp to Vortex Media · ₹1,55,000Recording synced to Google Drive · 4m 32sArjun moved PayFlow to Quote SentFollow-up due: Global Logistics · reassigned to SanaIshita closed Acme Cloud Expansion · ₹1,45,000Priya logged “Connected · commercial” on LogiTech LabsQuote Q-1042 sent on WhatsApp to Vortex Media · ₹1,55,000Recording synced to Google Drive · 4m 32sArjun moved PayFlow to Quote SentFollow-up due: Global Logistics · reassigned to SanaIshita closed Acme Cloud Expansion · ₹1,45,000

Built for

5–500 seat telecalling floors
Android SIM dialing
Google Drive recordings
WhatsApp quote dispatch
Live manager floor board

The hard part is not the dialer.

It is the morning itself: who to call, whether they will pick up, and whether you can trust what happened after.

A number they recognise

A strange line gets ignored. Your rep calls from the SIM already saved on that phone, so the customer hears someone they know.

A morning without the huddle

You should not have to ask who is free. The floor shows who is on a call, who has gone quiet, and whose follow-up is late.

A recording you can stand behind

The file goes to your Google Drive, on the lead it belongs to. If you ever leave, the calls leave with you.

The first call

Give them the lead that cannot wait.

Follow-up date and deal value decide who is next, so a rep never has to guess. One tap calls from their own phone. What happened stays on the lead, not in a notebook.

The last thing they said, and what you asked the rep to do next
What happened stays on the lead, so the next caller is not starting blind
A follow-up that slipped can move to someone who is free

Try a morning. Call the next lead, then log what they said.

synvixcrm.com/leads/today

4 left in due queue

01
Nikhil Bansal · LogiTech Labs
Confirm renewal terms
₹92,000
02
Meera Krishnan · PayFlow
Demo follow-up call
₹2,80,000
03
Farhan Ali · Vortex Media
Close annual seats
₹3,20,000
04
Tanvi Shah · Acme Cloud
Onboarding kickoff
₹1,45,000

After they hang up

The next person should not have to start the story again.

The call, the recording, and the quote stay on the same lead. Whoever opens it next already knows what was promised.

1
Call from the due queue
Rep taps Call next. Synvix CRM dials via the Android app on the rep’s SIM — the customer sees a familiar number, not a cloud line.
Own SIM · Pre-call brief
2
Outcome lands on the timeline
Duration, disposition, and recording attach to the lead. Commercial vs personal is one tap on the rep’s phone.
SIM log · Drive sync
3
Quote goes out on WhatsApp
Line items from your catalog, tax and discount math done, dispatched to the customer’s WhatsApp before the call cools.
Catalog math · WhatsApp
4
Manager watches it close
Stage moves, floor presence, and overdue reassignment update live. The board is the morning standup.
Live floor · Role access

The day, from the first call to the quote.

Four screens from the daily loop. Sample data you can click.

Every call on record. Every recording in your Drive.

Reps mark calls commercial or personal on their own SIM. Synvix CRM logs duration and disposition to the lead timeline and uploads the audio to a “Synvix Call Recordings” folder in your Google Drive. Managers stream it inline — no downloads, no lost context.

Disposition + duration on the timeline
OAuth to your own Drive folder
Paste transcript → summary + next action

synvixcrm.com/leads/calllogs

Call logs & SIM recordings

commercial only CSV

LogiTech Labs
Priya Nair · Connected · commercial
4m 32s
4m 32sDrive
PayFlow
Arjun Mehta · Callback requested
1m 05s
1m 05sDrive
Vortex Media
Sana Qureshi · Connected · commercial
6m 18s
6m 18s…Syncing

Quotes out before the call cools.

Catalog line items, quantity, discount, and GST computed live. One tap sends the proposal to the customer’s WhatsApp, marks the quote sent, and logs it to the deal. Try the math — it’s the real builder.

Product catalog with SKU lookup
Discount + tax math, always correct
WhatsApp, email, or copy — all logged

synvixcrm.com/quotes/new

Commercial price proposal

Draft · Q-1043

Enterprise seat · annual
SYN-ENT · ₹25,000
5
₹1,25,000
Integration setup
SYN-INT · ₹30,000
1
₹30,000
Dialer add-on · per seat
SYN-DIAL · ₹6,000
5
₹30,000

Discount10%

Subtotal ₹1,85,000

Discount 10% −₹18,500

GST 18% ₹29,970

Total ₹1,96,470

The floor board is the morning standup.

Who’s on a call, who’s free, who’s been idle with overdue follow-ups. Presence heartbeats keep it honest, and one click moves a stale lead to a free rep. No “any updates?” messages.

Live / available / idle / offline presence
Overdue counts per rep, sortable
One-click idle reassignment

synvixcrm.com/leads/floor

Team floor · live

Reassign idle (1)

On call

Priya Nair · 04:12
Sana Qureshi · 01:48

Available

Arjun Mehta
Ishita Rao
Karan Bedi

Idle

Rahul Verma · 9m

Offline

Dev Patel

Presence heartbeat every 45s · no refresh needed

Your fields. Your process. No developer.

Add deal segment, SLA dates, budget flags — whatever your floor tracks — as custom fields on leads, contacts, organizations, or products. Drag to reorder, mark required, and it’s live for every rep instantly.

7 field types including select + boolean
Core fields locked, customs draggable
Applies to imports and the lead drawer

synvixcrm.com/settings/lead-form

Lead form layout

Saved · live for all reps

Company name
text
core
Phone
phone
core
Deal segment
select · 6 options
custom
SLA expiry
date
custom
Budget approved
boolean
custom

text · textarea · number · date · select · radio · boolean — no migrations, no deploys

Find a screen by who uses it.

Rep, closer, manager, admin. The names match the app.

Rep desk

What a telecaller opens

Follow-ups
Ranked due queue. Dial next on the rep’s own SIM.
Leads directory
Full book, lead drawer, and the call timeline.
Call logs & audio
Duration, disposition, playback from your Drive.
Offline app
PWA keeps the field book when the signal drops.

What turns a call into money

Quotes & proposals
Catalog lines, discount, GST, then WhatsApp or email.
Product catalog
SKUs the quote builder prices from.
WhatsApp & SMS
Templates for quotes and follow-ups, logged on the lead.

Manager floor

What a floor lead watches

Live dashboard
Calls, follow-ups, and conversion, refreshed live.
Reports
Pipeline mix, sources, and conversion charts.
Customers
Won accounts, kept apart from the open lead book.
Team
Who is on the floor and which book they own.
Leaderboard
Talk time, connects, and today’s conversions.
Team floor
Live, available, idle, offline. One-click reassignment.
Allocation
Unassigned inbound lands on the next rep in the pool.
Transfer
Move one rep’s open book. Call logs stay with the caller.

Workspace

What an admin sets once

Lead form
Custom fields on new leads. No deploy.
Users & permissions
Roles decide who sees the book, the floor, and settings.
Lock & unlock
Lock a user, or unlock after three failed passwords.
Integrations
Facebook Lead Ads, WhatsApp, and this workspace’s Google Drive.
CSV import
Map columns and bring the current sheet in.
Tags
Shared labels across the workspace.
Plan & seats
Seat count, expiry, renew or upgrade.

What a floor of 8 reps gets back.

Drag the sliders to your floor. The multiple is one closed deal against a year of seats. The rupee figure is an estimate, and the assumptions sit on the card.

Telecallers on the floor8 reps

Calls per rep per day40 calls

Average deal size₹1,20,000

For this floor

8 reps

One extra deal covers a year of seats

2.1×

5,628 hours of logging come back in a year.

Estimate · extra closed revenue

+₹75,60,000/yr

From +63 extra deals at ₹1,20,000 average, if the queue lifts connects.

Extra closed deals: +63/yr
Seat cost (current rate): ₹57,504/yr

Assumes 4 min/call of manual logging removed · +15% connects from ordered dialing · ~0.1% of calls convert to extra closed deals · 22 working days/mo · seat rate ₹599/mo from live pricing.

A sheet, a general CRM, or this.

Check the row that matters before you pay.

Capability	General CRM	Sheets
Due-queue power dialing	Add-on	—
SIM call logging from rep phones	—	—
Recordings auto-synced to your Google Drive	—	—
WhatsApp quote dispatch with live pricing	Add-on	—
Live floor presence + idle reassignment	Enterprise tier	—
Custom fields without a developer	Complex setup	Unstructured
Offline app for field reps (PWA)	—	Partial
Facebook Lead Ads ingest	Add-on	—
Role-based permissions per action	Enterprise tier	Shared file
Rep exits? Transfer the whole book		Copy-paste
CSV import with column mapping

Pricing

Pay per seat. Save on longer terms.

Same product for every plan — you choose seats and commitment length. Longer term, lower per-seat rate. Every workspace starts with a 10-day free trial.

How many seats?

1 seat = 1 telecaller login

Quarterly

3-month commitment · 10-day trial

Full product access. Shortest commitment, highest per-seat rate.

₹699/ seat / month

5 seats / month₹3,495

Billed every 3 months₹10,485

Due-queue dialing
SIM call logs + Drive recordings
WhatsApp quotes
Live floor board

Most floors pick this

Half-yearly

save 14%

6-month commitment · 10-day trial

Best value for most calling floors — full product, mid-term savings.

₹599₹699/ seat / month

5 seats / month₹2,995

Billed every 6 months₹17,970

Everything in Quarterly
Lower per-seat rate
Seat changes mid-term

Yearly

save 29%

12-month commitment · 10-day trial

Lowest per-seat rate for floors ready to commit annually.

₹499₹699/ seat / month

5 seats / month₹2,495

Billed every 12 months₹29,940

Everything in Half-yearly
Best per-seat rate
12-month price lock

GST extra · Add or remove seats mid-term · Cancel at term end — keep your data

Straight answers before you pay.

SIMs, recordings, seats, imports, and access — the questions floor owners ask before switching. More after you sign in.

No. Reps call from their own SIM through the Synvix CRM Android app. Customers see the rep’s real number, and the app logs duration, disposition, and recording back to the lead automatically.

Ten days, with your own leads

Tomorrow they open a queue, not a guess.

Import the sheet, connect Drive, and run the floor for 10 days. If it does not beat the spreadsheet, take your data with you.

Already have a workspace? Sign in