One click to call
The dialler opens beside the record you are on, so the customer’s details stay in front of you.
- Call from the deal itself
- The attempt is logged as you make it, not afterwards
- Connected per workspace with your own DialTalk key
Cloud calling
A CRM that calls from the record and keeps the recording
Dial the customer from the deal with DialTalk. The attempt, the outcome, the talk time and the recording are all filed against them.
A CRM with calling places phone calls from the customer’s record and logs them automatically. Here that is DialTalk, a cloud dialler that opens beside the record, so nobody writes the call up from memory.
Every call on the record
The call becomes part of the customer’s history as it ends.
- Talk time recorded against the record
- An outcome from the dispositions that stage allows
- The recording stored and playable from the Attempts tab
- Every call kept on the customer, so the history reads in order
Know what your team did
Because calls are logged automatically, the numbers are there without anybody compiling them.
- Attempts and dispositions on the dashboard
- Lead response time and follow-up adherence in Reports
- Callback reminders for the next attempt
Questions
CRM with calling: common questions
How does calling from the CRM work?
Call a contact from the deal itself. The dialler opens beside the record, and when the call ends the attempt is logged with its disposition, talk time and recording.
Where are call recordings kept?
The audio is filed against the customer, and can be played back later from the Attempts tab on the record.
What do we need to connect it?
A DialTalk key. Each workspace connects its own, because the key identifies the account the calls are billed to.
See it with your own enquiries.
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