Clear summaries
See at a glance what was discussed and agreed.
Capabilities
Less administration, more attention for the customer
After every call, the most important information is available in one familiar place.
Incoming and outgoing calls
The external number on the correct side of the call is used for matching.
Review when needed
If no or multiple relations are found, an employee selects the correct one.
Personal CRM access
Where required, employees securely connect their own CRM account.
A clear dashboard
See which calls were processed and which still require attention.
Stored where your team expects it
Call information is available on the customer record in the CRM.
No guesswork
Automation when possible, control when needed
- Clear email notifications when action is required
- Manual CRM search without losing the transcript
- Visibility per employee and safe reassignment
Ready for less manual work?
Let every call end up in the right place.
Tell us which telephony solution and CRM you use.