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        1. CRM Telephony

          Take customer interaction to the next level with Agile CRM's industry-leading telephony capabilities and third-party integrations.

          CRM Telephony


          Take customer interaction to the next level with Agile CRM's industry-leading telephony feature set

          Start with FREE account today!

          FREE for 10 Users. No credit card required.

          Make and Receive Calls

          Outbound Calls

          Outbound Calls

          Call customers or prospects from your Agile CRM dashboard with a single click. A virtual dial pad helps you navigate extensions.

          Inbound Calls

          Inbound Calls

          Receive calls from your contacts without ever leaving the system. View caller details and customer histories before, during and after calls.

          Call Notes and Archive

          Call Notes & Archives

          Add call notes, during the conversation of after, to help you keep track of past conversations and sort archived calls.

          Call Recording and Playback

          Call Recording & Playback

          Record important calls so that you don't miss out on needed information from your customers. Access them in a 360-degree contact view and play them back whenever you need.

          Call Logs

          Call Logs

          Check out real-time call logs of all your users' calls, helping you stay on track and keep your team accountable.

          Call Reporting

          Call Reporting

          Receive regular reports—via email—on your team’s calls to help manage staff performance and stay on top of tasks, demos and your overall sales pipeline.



          Call Automation

          Call Scripts

          Call Scripts

          Use CRM telephony to engage your contacts and increase conversions with pre-set call scripts, tailor-made for each audience.

          Voicemail Automation

          Voicemail Drops

          Automate voicemail delivery to your contacts using pre-recorded messages you create for any situation you expect to encounter.

          Automated Tasks

          Automated Tasks

          Automatically run follow-up email sends to your contacts after a call to let them know about scheduled demos, meetings, or voicemails that you left.

          Phone Forwarding

          Call Forwarding

          When your team is in the field or highly engaged, they can forward calls to mobile or landline phones.



          Even More Features

          CRM Telephony Enhanced Caller ID

          Enhanced Caller ID

          Get real-time information about the caller, right on your Agile CRM dashboard, before you take a call. Your agents will always have relevant context in front of them when starting a conversation.

          Personalized Greetings

          Personalized Greetings

          With relevant contact information flowing in before an incoming call, you can greet your contacts by name every time.

          Contact Call History

          Detailed Call Histories

          View detailed call histories for each of your contacts. Know whom a contact spoke with at your company, what they discussed and when they spoke.




          Related Links

          VoIP Integration

          VoIP

          Make and receive calls directly from Agile by integrating your VoIP account.
          [Read more]

          twilio-widget

          Twilio

          Call your contacts directly from Agile using your Twilio account.
          [Read more]

          agile-blog

          Agile CRM Blog

          Got VoIP? Agile CRM offers free telephony integration!
          [Read more]

          Start with FREE account today!

          FREE for 10 Users. No credit card required.

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