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BoloPro Features

Everything your team needs to call, follow up, summarize and stay accountable.

Features are organised around Visibility, Context, Action, Identity and Compliance.

How BoloPro Works

One workflow. Four layers of value.

Your team works from Google Sheets while BoloPro adds calling, WhatsApp, AI summaries, reminders, recordings and management visibility.

📊

Visibility

See what your team is doing.

  • Call tracking
  • Stale lead reports
  • Follow-up visibility
  • Team productivity
🧠

Context

Start every conversation informed.

  • Customer history
  • Preferences
  • Escalations
  • Previous commitments
✅

Action

Make sure the next step happens.

  • AI summaries
  • WhatsApp drafts
  • Reminders
  • Follow-up ownership
Identity

One company number. Infinite team flexibility.

Your customer-facing identity should not change when your team grows, shrinks, rotates or restructures.

Talk To UsSee It On Your Workflow

+91 22 XXXX XXXX

Use one identity across calls, WhatsApp and follow-ups.

  • 🏷️ Stronger brand recall
  • 🔄 Scale users up or down
  • 🔒 Customer ownership stays with the company
  • 🚪 Reduce employee-exit risk

Customer Summary

Last interactionAsked for revised proposal.
PreferencePrefers WhatsApp confirmation after calls.
EscalationPricing concern raised twice.
Current reasonFollow-up due today for final confirmation.
Context Before Every Call

Your caller should never sound uninformed.

Before the call begins, the browser calling screen shows summarized customer history, preferences, escalations, open commitments and likely reason for the current interaction.

Action

Turn call notes into customer-ready WhatsApp summaries.

The caller writes notes after the call. SheetFlow summarizes them into a clean WhatsApp message that can be sent from the company number for both business and customer records.

WhatsApp Summary Draft

Hi Rajesh,

Thank you for speaking with us today. As discussed, we will share the revised proposal and follow up on Friday after 5 PM.

Regards,
BoloPro Team

Compliance & Risk Protection

Protect your business from ambiguity.

Recordings, timestamps, notes, summaries and reminders create a reliable audit trail.

🎙️

Call Recording

Review calls for coaching, disputes and quality checks.

🛡️

Audit Trail

Track who called, when, what was said and what was promised.

📈

Dashboard Reports

Monitor performance, stale records and follow-up discipline.

No CRM Required

Work from the spreadsheet your team already uses.

No heavy implementation, adoption battle or expensive CRM rollout just to track calls and follow-ups.

Instead ofExpensive CRM licenses
You getCalling and follow-ups from Google Sheets
Instead ofManual compliance pressure
You getAutomatic call activity capture

Want to see how these features work in your workflow?

Talk to us and we’ll map BoloPro to your actual calling and follow-up process.

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