Turnaround
1-2 days
Requirements
• Subscription: An active subscription to the CRM platform.
Process
1. Get a Number: Choose a new business phone number or port your existing one.2. Make Calls: Make and receive calls directly from your computer or mobile app through the CRM.3. Track Everything: All calls are automatically logged and recorded on the customer’s contact record for future reference.
FAQ
How can I get a professional business phone number?
Our integrated phone system provides you with a professional business line that you can use on any device. It separates your personal and business calls and includes advanced features like call recording and IVR menus that make your small business sound like a large corporation.
Can I record business calls for training purposes?
Yes, all incoming and outgoing calls made through the system can be automatically recorded and stored on the customer’s profile, which is perfect for quality control, staff training, and keeping a record of important conversations.
Make, receive, and record calls directly within the CRM, with full tracking and reporting on all communications. Includes:
✅ Business phone number included.
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➕ Optional add-on: Call recording and logging.
➕ Optional add-on: IVR (Press 1 for Sales…) and call routing.
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