Who is Consuelo for?
Consuelo is designed for:- Insurance Agents who need to manage client relationships and make outbound calls efficiently
- Sales Teams that require a unified platform for contacts, calling, and pipeline management
- Small to Medium Businesses looking for an affordable, customizable CRM solution
Key Features
Integrated Dialer
Make and receive calls directly within the CRM. The dialer supports:- Click-to-call from any contact record
- Cold and warm call transfers
- Hold and mute controls
- DTMF tone entry
- Local presence for better answer rates
Contact Management
- Import contacts from CSV
- Automatic phone number normalization
- Do Not Call (DNC) list management
- Contact queuing for parallel dialing
AI Coaching
- Real-time call analysis
- Post-call transcription and summary
- Objection handling suggestions
Getting Started
- Sign up at crm.consuelohq.com
- Import your contacts via CSV
- Configure your caller ID settings
- Start making calls
Consuelo requires Twilio for telephony. You’ll need to configure your Twilio
credentials in Settings.