Use cases

For every team that sells by phone

Same app, same SIM cards. Here is how teams in different businesses use CallBix.

Real estate & property

Builders, brokers and channel partners

Leads from MagicBricks, 99acres, Housing.com, NoBroker and Facebook go cold if nobody calls in the first few minutes.

  • Portal and ad leads ring an agent's phone with a Call now button
  • Site visits checked in and out with the phone's location
  • Deals move through your own stages as agents save each call
  • An automatic WhatsApp thank-you after every call
Lead sources

Education & admissions

Colleges, coaching institutes and ed-tech counsellors

Thousands of enquiries each season, shared between counsellors on WhatsApp and spreadsheets.

  • Import an Excel sheet, or connect Facebook and Google Ads lead forms
  • Leads shared evenly between counsellors, with retries for unanswered calls
  • Daily targets for calls and talk time, with a live leaderboard
  • Follow-ups that remind the counsellor when they're due
Call lists & power dialer

Loans, insurance & financial services

DSAs, insurance agencies and lending teams

Managers need proof of what was said on each call, and customer data must stay private.

  • Recordings on the right customer, kept for your plan's retention period
  • AI summaries and sentiment on your own AI account
  • Roles so agents see only their own calls
  • An audit log of who played or downloaded a recording
Security

B2B manufacturers, traders & distributors

Teams selling on IndiaMART, TradeIndia and through dealers

Buyer enquiries sit in the IndiaMART app, and nobody knows who called back.

  • IndiaMART and TradeIndia enquiries reach a salesperson within minutes
  • Every call and quote follow-up in Zoho CRM, Salesforce, HubSpot or Pipedrive
  • A pipeline of open deals, weighted by stage
  • Missed calls from buyers chased automatically
Integrations

Field sales teams

Reps who visit shops, offices and sites

Calls and visits happen on the road, so the CRM never hears about them.

  • Calls logged in the background, even without signal; they sync later
  • Visit check-in and check-out, with time spent and how it went
  • Location taken only at check-in and check-out, never tracked in between
  • An end-of-day email for the manager with calls and tomorrow's follow-ups
Reports

Clinics & local services

Clinics, salons, repair and home services

Customers call once. If nobody picks up and nobody calls back, they book somewhere else.

  • JustDial and Sulekha enquiries straight to the front desk's phone
  • A missed-call alert, and a reminder if nobody calls back in time
  • An automatic “sorry we missed you” WhatsApp message
  • See how long callbacks take, and who's still waiting
Automations

Inside sales & telecalling

Teams that call all day from mobile phones

Cloud telephony needs new numbers and charges per minute. Customers trust the number they already know.

  • Calls on the team's own SIMs, with no per-minute charges
  • Power dialer: one lead at a time, with the script and details
  • Caller ID from your CRM while the phone rings
  • Phone health so you know which phone stopped logging
Call logging

For everyone on the team

Sales managers

See every call, recording and follow-up by person and team, set daily targets, and get alerts in Slack, Teams or Google Chat.

Agents & counsellors

Call from the phone they already use. Notes and outcomes take two taps, and the next lead is ready.

Owners & admins

Pick which SIMs and calls are logged, who can hear recordings, and which CRM fields are filled in.

Developers

Push leads to phones with the API, get every call as signed webhooks, and read the call log.

Developer docs

Try it with your own team.

14-day free trial. Install the app on a few phones and see the first calls in your CRM within the hour.