Calling clients from the CRM
Call your clients and partners straight from the CRM and have the time and data of the call, or even a recording, automatically entered. The list view for Contacts, Companies and Leads contain a phone icon that lets you make call effortlessly. When you're on the road yourself, use the mobile app and access the CRM to make calls, plan follow-ups, finalise Deal details, and even send invoices.
Record conversations with clients. Audio files get appended to CRM records and can be brought up for quality improvement or training purposes.
To make a call from the CRM, all you have to do is click the receiver icon which shows up in multiple places in the CRM. The web messenger will launch and the connection will be made.