CRM Telephony

Take customer interaction to the next level with Agile CRM's industry-leading telephony capabilities and third-party integrations.
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 customers or prospects from your Agile CRM dashboard with a single click. A virtual dial pad helps you navigate extensions.

Inbound Calls

Inbound Calls

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

Call Notes and Archive

Call Notes & Archives

Add call notes, during the conversation of after, to help you keep track of past conversations and sort archived calls.

Call Recording and Playback

Call Recording & Playback

Record important calls so that you don't miss out on needed information from your customers. Access them in a 360-degree contact view and play them back whenever you need.

Call Logs

Call Logs

Check out real-time call logs of all your users' calls, helping you stay on track and keep your team accountable.

Call Reporting

Call Reporting

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.



Call Automation

Call Scripts

Call Scripts

Use CRM telephony to engage your contacts and increase conversions with pre-set call scripts, tailor-made for each audience.

Voicemail Automation

Voicemail Drops

Automate voicemail delivery to your contacts using pre-recorded messages you create for any situation you expect to encounter.

Automated Tasks

Automated Tasks

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.

Phone Forwarding

Call Forwarding

When your team is in the field or highly engaged, they can forward calls to mobile or landline phones.



Even More Features

CRM Telephony Enhanced Caller ID

Enhanced Caller ID

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.

Personalized Greetings

Personalized Greetings

With relevant contact information flowing in before an incoming call, you can greet your contacts by name every time.

Contact Call History

Detailed Call Histories

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.




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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