Leads land on your boards, your callers work them from their phones, and every call and its result is on the record for the people running the team. One CRM, with your company’s name on it.
Web app and phone appAdmins, Managers and CallersYour company’s name on it
Chapter one · The Admin
Someone at the company sets the workspace up once: the team, the boards the work moves across, the doors leads come in through. After that, the dashboard is how they see it all.
The Admin opens the dashboard and sees where every lead is: how many came in this month, from which source, how far through the board they got, and how many were won and lost.
Invite people by email and give each one a role: Admin, Manager or Caller. The seat meter shows what is in use, and removing someone hands all of their work to one colleague in one step.
A board for each process: admissions, webinar follow-up, corporate deals. Name the stages, colour them, and decide which ones count as a success and which as lost.
Import a spreadsheet, nothing saved until the last step. Or give your website forms, ads and Pabbly a capture link, and every enquiry lands on the right board by itself, with duplicates caught.
Your logo and your name on the sidebar, the sign-in page and the phone app, and your colours through it. Your team works in your company’s CRM.
Chapter two · The Manager
The Manager runs the floor: hands out the calling, keeps the scripts, and reads what every caller did without asking anyone.
Work done today against the follow-ups due, who is chasing what and how late it is, and today’s calls: how many connected, how many went unanswered, and where those leads went next.
Every list of leads, where it is on the board and who is carrying it. Give a list to one caller, or deal its leads out round robin across the team.
Calls made and how many connected, day by day. What came of every call. Leads that came in and what they turned into. For any week, month or range, with each caller’s own numbers beside the team’s.
Each call, note, stage move and edit is written down as it happens, with who did it and when. Nobody types a daily report: the record is the report.
Calling scripts, objection answers and checklists, kept beside the board they belong to. Mark one as must-read and every caller is asked to confirm it.
Chapter three · The Caller
This is the part that has to be fast, because it happens hundreds of times a day. One caller’s morning, from an empty phone to the next lead on top.
01 · Before
A caller signs in on their phone. Nothing to chase yet, and nothing to set up: the app is waiting for work.
The Manager gives Vikram 24 enquiries from the website. They are on his board, newest first, and nobody else’s leads are in the way.
He opens the top lead: who they are, what they asked for and where they came from. Call, WhatsApp or email is one tap away.
When he hangs up, the app asks how it went: Connected, No answer, Busy or Call back, which stage the lead moves to and, when the stage needs one, the day to call back. That date becomes his task.
The lead moves to its new stage, the count drops by one, and the next person is waiting. The Manager sees the call, the result and the stage move without anyone typing a report.
The same loop on a laptop, for callers at a desk. Number keys pick the result.
When a lead says yes
A lead that is ready to buy becomes a deal on a deal board: its value, its customers, the next step, and the payments against it. Each stage shows how many deals are in it and what they are worth.
Count and value on every stage. Won and lost come from the stage, so the numbers stay honest.
Around the loop
The things a sales team reaches for between calls, in the same workspace.
Overdue, today, upcoming. Every follow-up a call creates is a task with a person and a date, and the late ones say how late.
One record per person with up to three phone numbers and emails, their company, every lead and deal they are on, and the whole history. Duplicates are caught on the way in.
Connect Gmail or any work mailbox, share it with the team, and send from templates. Each email is logged on the record it was about.
Connect Google Calendar and the week’s meetings sit beside the follow-ups due, on the dashboard and the phone.
Ask what to work on today, where the leads are, or have it draft an email or a task. It answers only from the records the person asking is allowed to see, and changes nothing until they confirm.
Capture links for website forms and ads, webhooks that tell your other tools when a lead moves, and an API for leads and deals.
Roles
One role per person, chosen by an Admin. Each sees what their job needs and nothing they could break.
| What | Admin | Manager | Caller |
|---|---|---|---|
| Sees | Everything in the workspace | Every record, or the boards an Admin gives them | The leads and deals given to them |
| Calls, logs results, moves stages, sets follow-ups | Yes | Yes | Yes, on their own leads |
| Hands out leads | Yes, one by one or round robin | Yes, one by one or round robin | Passes on their own lead |
| Imports spreadsheets, builds lead lists | Yes | Yes | No |
| Reports | The whole team, every caller | The whole team, every caller | Their own |
| SOPs and scripts | Writes them | Writes them | Reads and confirms |
| Boards, stages, automations, integrations | Yes | No | No |
| Members, seats, branding, billing | Yes | No | No |
Plans
Priced per workspace, not per person, GST included. Start with 14 days free on Growth; pay monthly, or yearly for two months free.
₹999 a month
or ₹9,990 a year
₹2,499 a month
or ₹24,990 a year
₹5,999 a month
or ₹59,990 a year
Custom
For larger teams, priced with you
Prices include GST and are for one workspace. Every new workspace starts with 14 days of Growth, the web app and the phone app included, and no card is asked for. To pay, an Admin chooses a plan on the workspace’s Billing page and pays by card or UPI through Razorpay; the plan renews every month or year until it is cancelled there, and a cancelled plan runs to the end of what was paid. If no plan is chosen, the workspace turns read-only: nothing is deleted, and everyone can still sign in, read and export.
Questions
Companies and their teams. ObjectiveDone CRM is not for personal use.
Starting a workspace asks for your company’s name and either a work email at your company’s own domain or your company’s GSTIN. A Gmail or Outlook address needs the GSTIN.
Everything in Growth, for your whole team: the web app, the phone app and up to ten people. No card is asked for to start.
An Admin chooses a plan from the workspace’s Billing page. If nobody does, the workspace turns read-only: nothing is deleted, nobody is locked out, and everyone can still sign in, read and export. Choosing a plan opens it again.
An Admin chooses a plan on the workspace’s Billing page on the website and pays by card or UPI through Razorpay, monthly or yearly. It renews by itself at the end of each month or year.
Cancel any time from the same page. Nothing more is charged, and the workspace keeps the plan until the end of the period already paid for. Nothing is sold inside the phone app.
Yes, for the whole team, on its way to Google Play and the App Store. It signs in to the same workspace as the web app. There is nothing to buy in it and no sign-up in it: the company’s Admin sets the workspace up on the web and invites the team.
An Admin sees everything. A Manager sees every record, or only the boards an Admin gives them. A Caller sees the leads and deals given to them.
An Admin can switch the workspace from Private to Team, and then every caller can see the whole book. The rule is kept by the database, not just the screens, so it holds everywhere.
Import a spreadsheet (CSV or Excel) and map its columns, with nothing saved until the last step. For new enquiries, give your website forms, ads or Pabbly a capture link and each one lands on the right board on its own.
In India, in Mumbai. Each company’s workspace is its own: nobody outside it can read its records, and that is enforced in the database. The privacy policy has the details.
No. Connect is the business card and contact app for one person; the CRM is a separate product for a company’s sales team, and a Connect plan does not include it.
For companies
Fourteen days, your whole team, the web app and the phone app. Bring a spreadsheet of leads and make the first calls today.
ObjectiveDone CRM is sold to companies and their teams, not for personal use.