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 ⭐️ Taalk CRM Basics

This article is best for: 🟧 Users New to Taalk Platform

Taalk CRM Overview

Taalk CRM is an integrated customer relationship management system designed to centralize lead management, streamline communication workflows, and enhance customer engagement through AI-powered automation.

Built as part of the Taalk platform, the CRM enables businesses to monitor, manage, and optimize their customer interactions across multiple channels—voice, SMS, email, and more—within a unified interface.

🔍  Key Features

1. Lead Management

  • View and manage all inbound and outbound leads

  • Filter by campaign, status, or engagement type

  • Track lead lifecycle from first contact to conversion

2. Communication History

  • Complete interaction history for each lead

  • Access call recordings, transcripts, and message threads

  • Real-time session updates and contact activity

3. Custom Fields & Tags

  • Add custom data fields to support advanced filtering and segmentation

  • Use tags to label leads by campaign, qualification status, or behavior

4. AI Agent Integration

  • Seamless link to Taalk AI Agents for automated outreach

  • Assign specific agents to leads or campaigns based on workflow logic

5. Search & Filtering

  • Powerful search by name, phone number, campaign, or tag

  • Advanced filters to locate specific lead types or outcomes

📯Contact Upload 

  •  CSV Upload: You can easily upload contact lists via CSV files. This straightforward method allows you to add a large number of contacts quickly and efficiently. Read more at: Uploading Contacts via a CSV File
  • API Upload: Use our API to post contact data directly into your campaign. This method ensures that contacts adhere to the campaign rules and are processed according to your specified parameters. Read more at: Upload Contacts via Taalk API
  • Salesforce Integration: For seamless synchronization, integrate Taalk with Salesforce. This method allows you to manage contacts between Salesforce and Taalk, ensuring that your CRM data is consistently updated and aligned with your campaign requirements. 
  • Read more at: Sync with Salesforce

📊 Reporting & Analytics

  • Visual dashboards to monitor campaign performance at the CRM level

  • Export data for further analysis or integration into external tools

  • Track engagement KPIs such as response rate, conversion rate, and contact success

🔐 Security & Compliance

  • Role-based access controls for team management

  • GDPR and TCPA compliance tools built-in

  • Activity logging for audit and data governance