One-click dialing, call recording, call logs, outreach analysis, reporting, and more…
Place calls from you Agile CRM dashboard with a single click. You can use the Auto Dialer to make a single call, or line up a set of subsequent calls to a list of contacts and move through it rapidly.
Receive calls from your contacts without ever leaving your CRM. Maintain insight into caller details with quick views of customer information before, during or after a call.
Stay on top of things by receiving an automated alert each time you miss a call.
Add call tags to contacts you speak with in order to better identify them in the future. When you check your call history, you’ll be able to easily recall who you spoke to.
Use the mute feature any time you need to address something else during the call.
Record important calls so that you can focus on the conversation rather than taking notes. Then play them back whenever you need to reference what was discussed.
Keep track of your communications and those of your staff with real time call logs. Reference them when necessary to keep everyone on track and accountable.
Wrap up time is available between each call. Use this window to take notes from the last call and prepare for the next.
Receive regular email reports around the call activity of your staff to help manage performance, identify areas for improvement, and ensure everyone is staying on task.
Make and receive calls directly from Agile by integrating your VoIP account.
Call your contacts directly from Agile using your Twilio account.
Got VoIP? Agile CRM offers free telephony integration!