Working the CRM
Every call you place lands here. This is how you turn a connected call into a closed deal.
The board
Every lead you have called sits in one of four columns:
- To call — on a list, not yet dialled.
- Called — a campaign reached this lead, outcome recorded, no clear signal either way yet.
- Interested — the call outcome indicated genuine interest. These move here automatically.
- Won — you have marked this a closed deal. This is the only column you move a card into by hand.
Opening a card
Click any card to see:
- The full call transcript, if the call connected
- Call duration and outcome tag
- An AI generated summary and sentiment, if you have the AI insights add on enabled
- Every note and follow up you have logged against this lead
Notes and follow ups
Add a note any time from the card. Set a follow up date and Svarloop reminds you when it is due — no separate reminders app needed. Follow ups show up in a dedicated view so you can see everything due this week at a glance.
Marking a deal won or lost
Drag a card to Won when you close the deal, or use the status dropdown to mark it Lost with a reason. Lost deals stay in your history rather than disappearing, so you can review patterns later, for example which objection comes up most often.
Running a campaign again against the same list
A "Called" lead with no clear outcome, for example a no answer, is fair game to call again respecting the attempt limit compliance check described in Run your first campaign. Select the list again and launch — leads already marked Interested or Won will not be re-dialled.
Analytics
The Analytics tab rolls up your connect rate, interested rate, and best time to call by hour of day, across every campaign you have run. Useful for tuning which hours actually convert for your particular categories and areas.
Questions about the CRM specifically? Email svarloop@s8n.in.