CRM-Powered Services

Outsourced teams built to perform inside your CRM.

SortexBPO delivers structured support, sales, lead qualification, back-office, automation, and reporting teams built around SortexCRM visibility, quality control, and measurable output.

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Home Services
Live CRM Operations
Solution Suite Support • Sales • Back Office
KPI Tracked
Customer support outsourcing team working inside CRM
Support Desk Inbound customer operations
Outbound sales team managing CRM leads
Growth Team Outbound sales campaigns
Back office CRM management and data processing
Admin Ops Back-office workflow control
24/7 Workflow Tracking
CRM Integrated Teams
KPI Performance Control
Core Solutions

Three service pillars for scalable operations.

Each pillar is designed to plug into your existing business process while giving you CRM visibility, trained people, reporting, and accountability from day one.

Customer support outsourcing team working inside CRM
Support

Customer Support Operations

Dedicated inbound teams trained inside SortexCRM to manage calls, tickets, chat, customer requests, and internal escalation flows.

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Outbound sales team managing CRM leads
Sales

Outbound Sales & Appointment Setting

Performance-focused agents for lead nurturing, follow-up campaigns, pipeline movement, appointment setting, and revenue growth.

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Back office CRM management and data processing
Back Office

Back Office & CRM Management

Structured data processing, CRM updates, documentation, order handling, admin workflows, and operational task management.

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Structured Outsourcing Solutions

Built for transparency, speed, and measurable growth.

Your team is not just outsourced. It is trained, tracked, managed, and optimized inside a CRM-powered operating system.

Inbound Customer Support

Voice, chat, and ticket-based support managed directly inside SortexCRM with quality monitoring, escalation paths, and daily performance visibility.

  • Call, ticket, and chat handling
  • QA scorecards and coaching feedback
  • Real-time customer request tracking

Outbound Sales Campaigns

Structured outbound campaigns for cold outreach, follow-ups, reactivation, appointment setting, and pipeline acceleration.

  • Campaign scripts and call dispositions
  • Lead follow-up and appointment setting
  • Pipeline movement tracked in CRM

Lead Qualification & Pipeline Management

Agent-led screening and CRM pipeline updates that help your sales team focus on the highest-intent opportunities.

  • Qualification questions and lead scoring
  • CRM stage updates and notes
  • Warm handoff to sales teams

CRM Setup & Automation

SortexCRM deployment, process mapping, automation, dashboards, and reporting flows designed around your operation.

  • Workflow automation and routing
  • Custom dashboards and KPI views
  • Campaign and user role setup

Back Office Processing

Reliable admin support for documentation, data entry, CRM hygiene, order handling, and repetitive operational workflows.

  • Data entry and document review
  • Order processing and admin tasks
  • CRM cleanup and record maintenance

Performance Reporting & Analytics

Dashboards and KPI monitoring that help you understand performance, agent output, campaign quality, and next actions.

  • Daily, weekly, and monthly reports
  • Call, conversion, and quality metrics
  • Management insights and optimization
Deployment Process

From business goal to live CRM-powered team.

We build your outsourcing operation step by step, from workflow discovery and CRM setup to team training, launch control, and ongoing optimization.

01

Discover

We understand your business process, customer journey, KPIs, scripts, tools, and reporting needs.

02

Build

We configure CRM workflows, dashboards, dispositions, tasks, roles, and quality control checklists.

03

Train

Agents are trained on your campaign, CRM process, tone, compliance rules, and performance targets.

04

Scale

We monitor performance, refine workflows, coach agents, and expand capacity when your volume grows.

What We Track

Every service is measured, managed, and improved.

SortexBPO focuses on the numbers that matter to operators: speed, quality, conversion, workload, resolution, attendance, and campaign output.

Call & Interaction Volume Daily productivity and workload visibility
Live
Quality & Resolution QA scores, ticket closure, and customer outcomes
QA
Conversion & Campaign Output Appointments, qualified leads, and pipeline progress
KPI
SortexCRM Visibility

A clean operating layer for every outsourced function.

Your support, sales, and admin teams work inside one structured environment with clear ownership, activity trails, reporting, and performance dashboards.

Operations Dashboard
Inbound Support Queue Tickets, calls, chats, and escalations
Outbound Campaign Flow Follow-ups, appointments, and dispositions
Back Office Workload Data, documents, orders, and admin tasks
Quality Monitoring Scorecards, coaching, and performance review
Best Fit

Built for teams that need speed without losing control.

SortexBPO is ideal for businesses that want outsourced capacity without the usual visibility gap.

E-commerce

Customer inquiries, order updates, returns, live chat, and support ticket workflows.

SaaS & Startups

Inbound support, onboarding follow-ups, pipeline management, and growth operations.

Finance & Lead Gen

Lead qualification, appointment setting, CRM hygiene, and follow-up campaigns.

Operations Teams

Admin processing, reporting, data management, and repetitive workflow support.

Ready to build your CRM-powered team?

Let’s design a structured outsourcing solution aligned with your goals, workflows, service quality standards, and growth targets.

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SB SortexBPO

CRM-powered outsourced teams for support, sales, back-office operations, and scalable business performance.

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