You call or receive a call
Your telephony or transcription solution securely sends the transcript to Calls2CRM.
Telephony and CRM, intelligently connected
From phone call to CRM. Automatically linked to the right contact.
Calls2CRM receives a call transcript, finds the matching relation by phone number and posts the summary, key points and transcript in your CRM.
- No manual copy and paste
- Incoming and outgoing calls
- Clear review when matching needs attention
C2
Call transcript
Real-time CRM matchSummary and key points postedHow it works
Three simple steps
The right relation is found
Calls2CRM searches the CRM by the caller or called phone number in real time.
The call information is posted
The summary, key points and transcript are added to the matching CRM relation.
CRM integrations
Works with CRM systems your team already knows
Privacy and retention
Your organisation stays in control
Choose the retention period for transcripts. Calls2CRM searches relations in the CRM in real time instead of copying a complete contact database.
Ready for less manual work?
Let every call end up in the right place.
Tell us which telephony solution and CRM you use.