Bring your phone calls
into your workspace.

You do not change your number. You connect the cloud PBX you already use through a wizard and test the connection before saving it. The line is tried out before the first call that depends on it.

While the phone rings you see who is calling. If the number matches your customer record, their name and company show in the notification and one click opens the card. You see the last call and the outstanding balance while you are still talking.

If the caller matches no record, a new lead record can be opened. When the call ends, the number is not left ownerless. Following up after the call runs from the record.

You click the number on the customer card. The PBX rings your extension first and dials the other side once you pick up; you never touch the keypad. The call is written to that customer on its own.

Incoming, outgoing and internal calls all line up in one list. Each row says who called, how long it took and how it ended. Who was called when is not left to memory.

When you open a customer, you see the calls made with them. Before you pick up the phone, what was last discussed is right in front of you. You carry on from where the conversation left off.

Once you hang up, you mark what happened: resolved, to be called back, unreachable, wrong number or not interested. If you like, you write your note underneath. Which call needs following up is clear in the list.

You narrow the list to incoming, outgoing, missed, today or after hours. Type a number or a name and the list shows only those calls. At the end of the day nobody to call back is skipped.

Here you set who uses the phone and on which extension. Whichever extension the call landed on, it is written to that person. The owner of the call is clear in the record.

A call that matches no extension still gets an owner. You name one teammate as the default agent, and every unmatched call is written under them. The record keeps a name, so the callback has an owner.

You can choose not to accept calls that come in outside working hours. Calls made while you are closed still show in the list and have their own filter. First thing in the morning you return the after-hours calls.

You pick a default country. Numbers written in different ways are brought to the same shape, so the caller matches the right customer. A number written differently still meets the same customer.

Connecting the PBX, changing settings, seeing calls and placing calls are separate permissions. Not everyone on the team has to see the history. Call records are open only to the people you allow.