Customers

The phone rings and you already know who it is

A number tells you nothing. Before you say hello, the screen shows their name, what stage they are at, what they bought, and the note you wrote after the last call.

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Included in the platform licence. Not a paid add-on.

What is a business caller ID app?

RMDialer is a business caller ID app with a built-in lead CRM. A business caller ID app matches incoming and outgoing numbers against your own customer records rather than a public directory, so the call screen shows the person’s name, lead status, notes, products and previous calls before the call is answered. In RMDialer the same screen updates the record: two taps set the outcome, move the lead stage and schedule the next follow-up without opening another app.

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Capabilities

What you get

Everything here is documented and shipping today, not on a roadmap.

Your records, not a directory

The name comes from your own customer data rather than a crowd-sourced database, so it is right, and it carries context a directory could never have.

The last note, at the right moment

What was agreed on the previous call appears as this one connects. It is the difference between "sorry, remind me?" and picking up where you left off.

Two taps to update

Outcome, stage, note and next follow-up date, set from the call screen. Logging that takes ten seconds gets done; logging that means opening a CRM does not.

Pipelines that match how you sell

Define your own lead statuses and custom fields, plus lead sources so you can tell which channel actually produced the deal.

Clients, payments and renewals

Beyond leads: what they bought, what they paid, and when the renewal is due, with reminders that fire on the date.

A lost-leads list worth revisiting

Lost leads are kept with their reason rather than deleted, which makes a quarterly win-back campaign a filter instead of an archaeology project.

How it works

Setting it up

  1. 1

    Import your customers

    CSV, Excel, Google Sheets or an existing CRM through the API.

  2. 2

    Define statuses and fields

    The stages your team actually uses, and the fields worth seeing on a call.

  3. 3

    Answer a call

    Name, status, notes and history appear as it connects.

  4. 4

    Log in two taps

    Outcome, stage and next follow-up, without leaving the screen.

Where it earns its keep

Common uses

  • Repeat-customer businesses

    Where knowing the last order changes the conversation.

  • Long sales cycles

    Property and insurance, where the previous call was weeks ago.

  • Shared team numbers

    Whoever answers has the same context the last person did.

  • Service and support

    The complaint history is on screen before the apology.

  • Field sales

    Context without opening a laptop in a car park.

  • Staff turnover

    The relationship stays with the business, not the handset.

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Reviews

What customers say about Caller id app for business

  • “A buyer who last spoke to me in March called and RMDialer showed the flat, the budget and my note before I answered. That caller ID with the lead CRM behind it has saved me from "sorry, who is this?" more times than I can count.”

    Deepak Nair

    Property consultant, Kochi

  • “Our renewals team lives on the RMDialer call screen: name, policy, premium and due date come up as the phone rings. The caller ID app alone is worth the plan for us.”

    Shalini Gupta

    Director, insurance brokerage, Delhi

  • “Repeat customers expect us to remember them. With RMDialer the lead CRM puts the last complaint and the AMC date on screen during the call, and any of my three technicians can answer with full context.”

    Arvind Kulkarni

    Owner, AC service company, Pune

  • “We track lead sources in RMDialer and finally learned that referrals convert at three times our paid leads. The CRM is simple enough that counsellors actually update it, two taps on the call screen.”

    Neha Agarwal

    Sales manager, edtech, Noida

  • “Staff changed twice this year and we lost nothing, because every customer, note and follow-up sits in the RMDialer CRM, not in someone’s personal phonebook.”

    Mohammed Irfan

    Travel agency owner, Lucknow

Frequently asked questions

Straight answers about Caller id app for business.

How is this different from Truecaller?

A public caller ID app tells you what strangers have labelled a number. This matches the number against your own customer records, so it shows your name for them, their lead stage, what they bought and your last note. One identifies unknown numbers; the other briefs you on known ones.

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Does it work on outgoing calls too?

Yes. Context appears on incoming and outgoing calls alike, which matters most when auto-dialling a list you did not personally build.

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Can I add my own fields?

Yes. Custom fields, your own lead statuses, lead sources and product or package records, so the call screen shows what your business actually sells on.

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What happens to the data if the phone is lost?

It is backed up to encrypted cloud storage with selective restore, so the customer list belongs to the business rather than to a handset.

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Is RMDialer a caller ID app or a CRM?

Both in one. RMDialer is a business caller ID app whose identification comes from its own built-in lead CRM: the name on the call screen is your lead record, and the same screen updates that record after the call. Neither half needs a second app.

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How do I get customer names to show when they call?

Import your customers once, from CSV, Excel, Google Sheets or an existing CRM through the API, and RMDialer matches every incoming and outgoing call against those records. No per-contact saving into the phonebook is needed.

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Does the caller ID work for numbers not in my records?

An unknown number rings as an unknown number, and one tap turns it into a lead with a source and status while the call is still on. The point is briefing you on known customers, not labelling strangers.

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Can my whole team share the same customer records?

Yes. Everyone signs into the same RMDialer account with their own login and role, so whichever team member answers sees the same name, status and notes, and updates flow back to everyone.

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Does it show payment and renewal details on the call screen?

Client records carry products, payments and renewal dates alongside lead fields, so a renewals call opens with the amount and due date already visible, and reminders fire on the date without anyone maintaining a separate sheet.

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Can I track where each lead came from?

Yes. Lead sources are a first-class field, so three months in you can compare how leads from Facebook, IndiaMART, referrals or walk-ins actually converted, per source, instead of guessing which channel earns its budget.

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What does the RMDialer lead CRM cost?

The caller ID and lead CRM are part of the single RMDialer plan at ₹1,908 per user per year (₹159 a month), together with the auto dialer, team reports, desktop Web CRM and auto WhatsApp after calls. There is no separate CRM licence.

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Can I use it on a desktop as well as the phone?

Yes. The Web CRM included in the plan opens the same leads, clients and follow-ups in a desktop browser, in two-way sync with the app, so an office person can update records while the field team calls.

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How do follow-up reminders work?

When you log a call you set the next follow-up date in the same two taps. RMDialer surfaces the day’s due follow-ups as a list you can auto-dial straight through, which is how leads stop falling into the gap between intention and calendar.

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Can I import leads from Excel or Google Sheets?

Yes, both, plus CSV and the API for a live connection to whatever system generates your leads. Columns map to fields, including your custom ones, at import.

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Does RMDialer work as a mobile CRM without the auto dialer?

Entirely. Plenty of customers use RMDialer as a mobile CRM for calling first, with caller ID, lead statuses and follow-ups, and only later turn on auto-dial sessions when a campaign list shows up. The features are one app, used in whatever order the work demands.

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