Phone calls, recorded automatically

Cloud telephony,
connected to your CRM.

Your team talks to clients all day, but calls rarely make it into the CRM. Connect your cloud phone system and every call is logged on the right client automatically, with the agent, the duration, the outcome and the recording.

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Why connect your phones

No more unlogged calls
or forgotten call-backs.

Typing call notes after every conversation is the first habit to slip. Missed calls from clients go unanswered because nobody knows they happened.

With the integration, the phone system tells the CRM about each call as it ends. The CRM matches the number to the client, records it on their file and turns a missed call into a call-back task for the right person.

Inbound, outbound and missed calls logged automatically.
Unknown callers become new enquiries.
Missed calls create a call-back task.
Call reports per agent and team.

What you get

Everything about a call, on the client file.

Call log with direction, number, client, agent, outcome and recording

Automatic call log

Direction, agent, time, duration and outcome on every client record, with no typing.

Calls page with call counts, missed calls, talk time and calls by agent

Smart number matching

+971 50…, 00971 50… and 050… all match the same client, so calls land on the right record.

Task list with call-backs for missed calls, owners, priority and due times

Missed-call follow-up

A missed call from a client creates a high-priority call-back task for their owner.

Recordings

Play the provider's call recording from the client record.

Click-to-call

Call a client from their record: on a phone it opens the dialler, on a PC the phone system can ring the agent first.

Calls by agent: inbound, outbound, answered, missed and talk time

Call reports

Calls made, answered and missed, and talk time, per agent and per team.

Supported systems

Works with the phone system you already use.

Phone systems such as Aircall, 3CX and Yeastar connected to the CRM

Ready connections

Aircall, Yeastar P-Series and 3CX, plus a documented format any system can send.

Other providers

Most cloud phone systems offer webhooks or an API. We review yours and add a connection.

Phone system settings with provider, webhook address and missed-call rules

Secure by design

Each workspace has its own secret webhook address, which can be replaced at any time.

A few useful answers

Questions we hear.

Which phone systems are supported?

Aircall, Yeastar P-Series and 3CX have ready connections, and any system that can send a webhook can use the generic format. Tell us your provider and we will confirm.

Are calls recorded by the CRM?

Recordings stay with your phone provider, under its retention settings. The CRM keeps the link so authorised users can play them from the client record.

What does it cost?

The integration is part of the CRM setup. Your phone system subscription is paid to your provider as today.

Do callers need to be told calls are recorded?

Generally yes. Your phone system should play a recording notice; your business sets the recording policy and the CRM applies it.

Let’s move your business forward

See it working on your own process.

Book a short demo. Tell us your team size, channels and what you need to check.

Book a CRM demo

Cloud telephony,connected to your CRM.

No more unlogged callsor forgotten call-backs.