Frequently asked questions
Calls2CRM, clearly explained
Practical answers without unnecessary technical language.
Does Calls2CRM record calls?
No. Calls2CRM receives a transcript from an existing telephony or transcription solution and processes it for the CRM.
What if a phone number is not recognised?
The transcript is retained. An employee can search for the correct relation in the portal and post the call to the CRM afterwards.
Does it work for outgoing calls?
Yes. Outgoing calls are matched on the called number; incoming calls are matched on the caller’s number.
Do employees need to change how they work?
Usually not. Only when a CRM requires personal consent does each employee connect their own CRM account once.
How long are transcripts retained?
Each organisation chooses the number of days. Older transcripts are automatically and permanently deleted from Calls2CRM.