Call customers or prospects from your Agile CRM dashboard with a single click. A virtual dial pad helps you navigate extensions.
Receive calls from your contacts without ever leaving the system. View caller details and customer histories before, during and after calls.
Add call notes, during the conversation of after, to help you keep track of past conversations and sort archived calls.
Check out real-time call logs of all your users' calls, helping you stay on track and keep your team accountable.
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.
Use CRM telephony to engage your contacts and increase conversions with pre-set call scripts, tailor-made for each audience.
Automate voicemail delivery to your contacts using pre-recorded messages you create for any situation you expect to encounter.
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.
When your team is in the field or highly engaged, they can forward calls to mobile or landline phones.
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.
With relevant contact information flowing in before an incoming call, you can greet your contacts by name every time.
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.
Make and receive calls directly from Agile by integrating your VoIP account.
Call your contacts directly from Agile using your Twilio account.
Got VoIP? Agile CRM offers free telephony integration!