You call or receive a call
Your telephony or transcription solution securely sends the transcript to Calls2CRM.
How it works
From transcript to the right CRM relation
Calls2CRM works in the background. Employees can keep calling the way they are used to.
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.
From receipt to CRM
What happens with a new transcript?
Calls2CRM automatically determines where a call belongs. Only when a choice is needed do we ask an employee to step in.
New transcript
The call transcript arrives
Calls2CRM receives the transcript and call data from the telephony solution.
Real-time CRM lookup
Searching by the right phone number
For an inbound call we look up the caller. For an outbound call we look up the number dialled.
1One relation
Automatically posted
The summary, key points and transcript are posted directly to the matching organisation or contact.
Saved in the CRM2+Multiple relations
Employee selects the right one
The transcript and matching relations are stored in Calls2CRM. An email asks the employee to select the correct relation in the portal.
Stored and email sent0No relation
Search manually
The transcript is stored safely. The employee receives an email and can search for the right relation from the portal.
Stored and email sentReady for less manual work?
Let every call end up in the right place.
Tell us which telephony solution and CRM you use.