Telephony CRM Solution

One-Click Calling. Call Scripts and Voicemail Automation. Recording, Logs, Reports.
CRM Telephony


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

Make and Receive Calls

Outbound Calls

Outbound Calls

Call clients from the CRM dashboard with a single click on contact pages. A virtual dialpad helps you navigate extensions.

Inbound Calls

Inbound Calls

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

Call Notes and Archive

Call Notes & Archive

Add notes manually in addition to automated call details to help you sort archived calls and keep track of past conversations.

Call Recording and Playback

Call Recording & Playback

Record all your important calls so that you don't miss out on needed information from your customers. Play them back whenever needed.

Call Logs

Call Logs

Check out real-time call logs of all your users' calls. Logs help you stay on track and keep everyone accountable.

Call Reporting

Call Reporting

Receive regular email reports on your users' calls to help manage agent performance and stay on top of tasks, demos and your overall sales pipeline.



Automation with Calls

Call Scripts

Call Scripts

Engage your contacts and increase conversions with pre-set call scripts tailor-made for each audience. Once you set the script text, it pops up automatically on contact pages in the CRM.

Voicemail Automation

Voicemail Automation

Automate voicemails to your contacts using a list of pre-recorded messages suited to every occasion. It's that simple.

Automated Tasks

Automated Tasks

Automatically run follow-up email campaigns after calls to let your contacts know about scheduled demos, meetings, or voicemails that you left, with our Call Event triggers.

Phone Forwarding

Phone Forwarding

When your team is in the field or highly engaged, forward calls to mobile phones or other phones. Leverage a mobile workforce to offer 24/7 customer support and never miss a deal.



More Features

Enhanced Caller ID

Enhanced Caller ID

Get real-time information about the caller, right in your Agile CRM dashboard, even before you take a call. Your agents will never be 'call blind'.

Personalized Greetings

Personalized Greetings

Greet your contacts every time in a personalized way that makes the interaction appealing and informative. Know their name and other pertinent details before even answering a call.

Contact Call History

Contact Call History

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




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]

agile-crm

All-in-One CRM

Built with love for growing businesses
GET STARTED

  Talk to a Specialist

We are eager to help!

Schedule a chat with our friendly reps.


Sales Tech Support