Upload calling lists via CSV or bulk copy-paste leads
Option A: Upload CSV File
Tick the agents and set a weight. Equal weights share the leads evenly, one each in turn.
Option B: Copy-Paste Leads
CRM Leads Registry
Assigned caller lists and lead status updates
0 selected
Transfer all leads:
#
Lead
Status
Agent
Notes
Action
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Pending Follow-ups & Reminders
Callback schedules and reminder notes logged by agents
Due Date & Time
Agent
Mobile
Customer Name
Phone Number
Call Outcome
Reminder Note
Original Call Time
No pending callbacks or follow-ups.
0
Open Cases
0
Overdue
0
Urgent
0
Resolved
Reported Calls Queue
CASE
CUSTOMER
REPORTER
CATEGORY
PRIORITY
STATUS
ASSIGNEE
DUE
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Projects
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All Inventory
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Bookings & Follow-up
ITEM
CLIENT
AGENT
AMOUNT
STAGE
VALIDITY
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Financial Projection
All values at list price (area × rate or fixed price, plus PLC). "Collected" is the amount actually recorded on bookings.
Where the inventory value sits
By project
NAME
TOTAL VALUE
OPEN (AVAILABLE)
HOT (INTERESTED)
BOOKED + AGREEMENT
REGISTERED
AT RISK
COLLECTED
SOLD %
By category
CATEGORY
UNITS
TOTAL VALUE
OPEN (AVAILABLE)
BOOKED + AGREEMENT
REGISTERED
SOLD %
Inventory Settings
Add Project / Tower / Phase
Add Unit / Plot
Bulk Import (CSV)
Search & Filter Call History
Search by numbers, names, agents, types, and date ranges
From:
To:
Call Log Registry
Historic and live calling log records
Call Time
Agent
Number
Name
Type
Duration
Status
Customer Status
Follow-up
Device
Sheet
Use filter criteria above to perform call search.
Company Profile
Configure your company identity and core business info.
Lead Connections
Connect Google Sheets or Facebook Lead Ads - new leads import automatically within minutes.
Name
Status
Source
Last Synced
Action
No lead sources connected yet.
Advanced: to point a source at an existing sheet instead, use the Advanced link in its row to paste a Spreadsheet ID and tab name manually.
Device Admin Security
Restrict client application settings. Callers will need to enter this passcode on their mobile devices to access preferences.
💬 Company-Wide WhatsApp Template
Standardize follow-up message templates used by telecallers.
ACTIVE SYNCHRONIZED
💡 How it works: Standardize the message templates your agents use to follow up with customers on WhatsApp. Edits will sync to devices on demand and auto-compile customer name and outcomes on one-click WhatsApp outbound tasks.
Supported variables: {name}, {number}, {status}. Variable names are case-sensitive.
AI Call Insights
Enable cloud-call summaries with your company OpenRouter key.
The key stays server-side. Leave this field blank to keep the current saved key.
This prompt is applied whenever AI Summary is generated for a cloud call. DigiCall still enforces structured JSON output for reports.
Reported Call Categories
Configure category priority and response/resolution SLA defaults.
CATEGORY
PRIORITY
RESPONSE SLA
RESOLUTION SLA
STATUS
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✅ Present Today
-
⏳ Pending Approval
-
❌ Rejected
Attendance Log
Photo
Agent
Date
Time
Distance
Status
Actions
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Work Locations (Geofence)
📍 Add every office and working site. Agents inside any location's radius are auto-approved; others go to the pending queue.
Add location
Employees
Name
Emp Code
Designation
Department
Mobile
Joining Date
Dashboard
Status
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Click a row to edit the employee's HR record.
Attendance Register
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PresentPendingLeaveHolidayWeekly offAbsentRejected½ = half day• = correctedP / PL / A / LOP = present, paid leave, absent, loss of pay
Leave Requests
Employee
Type
From
To
Days
Reason
Status
Decision
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Leave Types
Code
Name
Annual Quota
Paid
Active
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Add leave type
Leave Balances
Leave Type
Paid
Quota
Taken
Remaining
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Holiday Calendar
Date
Name
Optional
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Add holiday
Pending approvals
Name
Email
Backup mobile
Team leader
Submitted
Status
Action
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Invite links
Share the link or QR with new joiners. Anyone who opens it can submit their details; nobody can sign in until you approve them here.
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Invite QR
Salary Register
Employee
Code
Present
Paid Leave
LOP
Gross
Incentive
Deductions
LOP Amt
Payable
Calls
Note
Final
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Employee
Dashboard access
They sign in to the dashboard with their work email and their existing app password. Changing this signs them out everywhere.
Works on top of any role. Sees every lead in the Lead Data Bank and can upload, assign and reassign. An agent without dashboard access gets a login limited to the Lead Data Bank.
Merge duplicate
Moves this employee's calls, leads, Lead Data Bank leads, devices, cloud number, reported calls and inventory holds to the selected employee, then archives this one. Attendance, leave and salary stay on the archived profile.
Correct attendance
Edit Agent
Update credentials, target, manager mapping, cloud number and status.
Optional. Upload only if you want to replace the current photo.
Change your password
Signs you out everywhere else. This device stays signed in.
Playback stays inside the dashboard. Download remains optional for sharing or audit.
AI Summary
Not generated
Generate a summary after the recording loads.
Transfer Agent Ownership
Move cloud number, device, leads and follow-ups to another agent. Old history stays with the old agent. Effective time must be now or in the past.
1 Agents
New staff member not listed? Onboard the agent first from the card above, then run the transfer.
2 Effective From & Mode
Historical Lock (Recommended)
Old calls, reports and follow-ups stay with the old agent. Use current or past effective time so the ownership switch happens immediately and history remains locked.
Full Reassignment
Also moves assigned leads and open follow-ups/callbacks to the new agent. Ownership change still requires a current or past effective time.