No reaching out to the phone anymore. Make phone calls to your contacts directly from Agile CRM with just a click.
Receive and answer inbound calls from your contacts directly in Agile CRM with. Keep all important information related to your customers at your finger tips when you answer their calls.
Don't miss any important details of your phone calls with your customers. Record your phone calls or play them back to keep a note of your conversation.
Following a call, Agile automatically adds a brief note with call details to the contact's page under the 'Notes' tab.
View the full call history of a contact with notes and the duration of the call within the widget in the contact details page.
Add widget by clicking on 'Add/Manage' Widgets button in the contact detail page.
Find the widget in the Call Tab and click on +Add Widget to add the widget to the app.
Sign up or Login into Twilio account for authorizing Agile to use Twilio.
Choose a Twilio account (number) to used by Agile and authorize.
Check the Twilio Setup Guide for more detailed instructions.
Twilio is a cloud communications company which allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs.