Configurable CRM Studio — Embedded in your Dialer

Build Your Custom CRM — Inside the Dialer

Enable business teams to design data models, automate workflows and integrate systems — all without leaving the communications platform. The result: faster processes, clearer context, and measurable outcomes.

Trusted by leading enterprise teams

Why Choose Our
Customized CRM Studio?

Empower teams to design their own CRM processes directly inside the communications platform — unifying conversation context, business data and automation.

Fully Configurable

Design entities, fields, and pipelines your business needs — no developer required. Drag-and-drop forms, custom views, and role-based access control make configuration fast and secure.

Enterprise Grade Security

Bank-level encryption, field-level controls, audit trails and SSO integration ensure your customer data remains protected and compliant with corporate policies.

Extensible Integrations

Embed the CRM directly in the dialer, connect external CRMs, ERPs and analytics tools via open APIs and webhooks to create a single source of truth for customer interactions.

AI & Automation

Automate lead scoring, conversation summarization, smart routing and next-best-action recommendations using integrated ML capabilities and prebuilt automation templates.

Cloud Scale & Reliability

Scale from small sales teams to enterprise deployments with multi-region redundancy, dynamic scaling and SLA-backed uptime to support mission-critical operations.

Unified Support & Ops

Integrated ticketing, contextual call history, and analytics let support agents resolve issues faster while preserving a complete customer timeline inside your CRM.

Enterprise Outcomes

Implement CRM that reduces time-to-value, increases agent productivity and unlocks cross-functional visibility.

72%Faster Onboarding

99.95%Platform Availability

30%Process Efficiency Gain

24/7Enterprise Support

Core Modules — Customized CRM

Enterprise CRM Capabilities

Everything you need to model customers, orchestrate interactions, and measure results — built natively within the dialer environment.

Smooth Automation

Design intelligent, no-code workflows that reflect your actual business logic — from lead assignment to multi-touch engagement — without disrupting existing operations.

Visual Workflow Builder

Conditional Task Triggers

Smart Lead Routing

Automated Notifications & Follow-ups

Multi-step Workflow Sequencing

Approval & Escalation Paths

Business-Aligned Automation

Translate your organization’s unique processes into automated, repeatable actions. Every trigger, rule, and condition adapts to how your teams already work.

Drag-and-Drop Automation Studio

Cross-Department Workflow Sync

Adaptive Rule Engine

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Rapid Deployment

Deploy a bespoke CRM studio and go-live in days, not months.

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Compliance Ready

Audit logs, encryption, and fine-grained permissions out of the box.

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Global Availability

Regional hosting and low-latency access across geographies.

Choose Your Deployment

CRM Deployment Options

Choose between a managed cloud studio for speed and scale, or an on-premise solution for maximum control.

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Managed Cloud CRM Studio

Rapid, fully managed

Start building immediately with secure, managed infrastructure, automatic updates, and a library of prebuilt templates for common workflows.

✔️Rapid setup — cloud-hosted CRM studio
✔️Automatic updates and zero-downtime upgrades
✔️Multi-tenant secure isolation
✔️Scale elastically with usage
✔️Managed backups & DR
✔️Marketplace of prebuilt templates

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On-Prem / Private Cloud

Full control and residency

Deploy on your infrastructure to meet strict compliance and policy requirements, while keeping full control over data and integrations.

✔️Full control of data residency
✔️Custom feature development and private extensions
✔️Integrate with internal LDAP/AD and network policies
✔️No shared tenancy — dedicated resources available
✔️Custom SLAs and on-prem support contracts
✔️Deep customization of UI and data model

Quick Comparison

Feature	Managed Cloud	On-Prem / Private
Setup Time	Hours–Days	2–6 weeks
Initial Cost	Low	High
Maintenance	Managed	Self-managed
Scalability	Elastic	Hardware bound
Security	High (Managed)	Very High (Controlled)
Customization	Extensible	Unlimited

Ready to Design Your CRM?

Launch a CRM that reflects your business model — with integrated calling context, automation, and enterprise controls.