Call clients from the CRM dashboard with a single click on contact pages. A virtual dialpad helps you navigate extensions.
Receive calls from your contacts without ever leaving Agile. View caller details and customer histories before, during and after calls.
Add notes manually in addition to automated call details to help you sort archived calls and keep track of past conversations.
Record all your important calls so that you don't miss out on needed information from your customers. Play them back whenever needed.
Check out real-time call logs of all your users' calls. Logs help you stay on track and keep everyone accountable.
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.
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.
Automate voicemails to your contacts using a list of pre-recorded messages suited to every occasion. It's that simple.
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.
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.
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'.
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.
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.
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!