Automated Phone Dialer in Your CRM

One-click dialing, call recording, call logs, outreach analysis, reporting, and more…
CRM Telephony


Select multiple contacts and dial them one-by-one, either automatically or manually.
Take customer interaction to the next level with Agile CRM's industry-leading power dialer feature.

Automate, streamline and manage your telephone outreach.

Outbound Calls

Outbound Calls

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.

Inbound Calls

Inbound Calls

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.

missed-call-alerts

Missed Call Alerts

Stay on top of things by receiving an automated alert each time you miss a call.



call-tags

Call Tags

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.

call-muting

Call Muting

Use the mute feature any time you need to address something else during the call.

call-recording-playback

Call Recording & Playback

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.



call-logs

Call Logs

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.

call-wrap-up

Call Wrap-up

Wrap up time is available between each call. Use this window to take notes from the last call and prepare for the next.

call-reporting

Call Reporting

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.

Currently, the call campaign works from Agile using Twilio.





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]

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