Sales call tracking
Sales call tracking software with the lead history beside it
A call count cannot tell you what should happen next. WTS CRM keeps calling beside the lead record, so a salesperson can review the context, make contact and record the next step without rebuilding the history from a phone log.
What a phone log leaves out
The last promise is missing
A phone number and timestamp do not explain what the prospect asked for or what you agreed to send.
Attempts look like progress
Repeated unanswered calls can inflate an activity count while an opportunity stays stuck.
The callback has no reminder
A prospect asks to speak next week, but the commitment never reaches the sales queue.
Calling with a record of what happened
Lead context before the call
Read the notes and timeline before reaching out, rather than starting the conversation from scratch.
Exotel click-to-call
With Exotel connected, the Call action rings the salesperson first and then connects the lead through the configured business number.
Call details on the timeline
The connected calling integration records call results and duration. Optional recording links appear with the call history when recording is enabled.
A dated next action
Add the conversation outcome and schedule a follow-up so the call leads to useful work.
A useful sales calling routine
Read the history
Check why the lead enquired, who last contacted them and what has already been promised.
Call with one purpose
Aim to clarify the requirement, answer a question or agree a decision step.
Record the business outcome
Add a short note about the conversation; a connected call by itself does not mean the lead is qualified.
Book the next step
Set a callback or follow-up date, or close the lead with an accurate reason.
Phone calling and connected calling are different
A phone dial link can open a dialler, but it does not automatically give the CRM a duration, recording or confirmed connection result. Those details require the Exotel integration to be configured and the provider to return the call result.
An owner or admin connects Exotel in Settings. Each caller saves their own phone number so the service knows which phone to ring first. Confirm the business caller ID and make a test call before relying on the integration.
Measure useful contact, not only attempts
Review attempts, conversations and agreed next steps separately. If an enquiry needs a quotation, sending the quotation is the meaningful progress; another call attempt is only activity.
Use the sales call log guide for a practical note format, and the telecalling script to prepare the conversation.
What better call records give the team
- Open the lead history before starting a call.
- Connect Exotel to place calls from the CRM through your business number.
- Keep connected-call details and optional recording links on the timeline.
- Pair every useful conversation with a note and a follow-up.
Check the complete calling setup
Choose a workspace plan for your team on the pricing page. Exotel is a separate provider connection and bills its account and call usage directly. Test a call and its returned result before moving your team onto the workflow.
Team
₹2,499 / month
- 5 seats
- Owner, admin and member roles
- Lead, task and follow-up assignment
- Team activity dashboard
- Unlimited clients and leads
- Projects, quotations, invoices and payments
The trial unlocks every feature for 3 days and asks for no card. Choose a plan only when it ends.
Frequently asked questions
Does WTS CRM record every phone call automatically?
No. Call results and duration described here depend on the connected Exotel calling workflow. Calls made independently from a phone are not automatically captured by a dial link.
Are call recordings available?
The Exotel integration supports optional recordings when enabled in calling settings. Recording links are attached to the lead timeline when the provider supplies them.
Are Exotel charges included in the CRM subscription?
No. Exotel bills its account and call usage directly. Review those charges when planning your calling setup.