Guides, playbooks and templates

Practical material for setting up VM CRM and running a high-performing calling team.

Getting started

The six steps an admin takes to go from an empty account to agents making calls — usually one afternoon.

Clean files import in minutes. These ten checks catch the problems that usually cause failed rows and duplicate leads.

How each strategy works, when to use it, and the mistakes that make agents feel distribution is unfair.

A practical call-back schedule for new enquiries, and how to set it up so no follow-up is forgotten.

What the DPDP Act and TRAI’s DND rules mean for a calling team, in plain language, and the CRM settings that help.

The security controls built into VM CRM, from access rules and sessions to hosting, backups and audit logs.

Templates

A ready-to-fill spreadsheet with the columns VM CRM maps automatically.

Opening, qualification, objection handling and close — adapt it to your product.

A 30-minute walkthrough with your own lead file — import, distribute, call and report.