CRM Telephony

Take customer interaction to the next level with Agile CRM's industry-leading telephony capabilities and third-party integrations.

Take customer interaction to the next level with Agile CRM's industry-leading telephony feature set

Make and Receive Calls

Outbound Calls

Place calls from you Agile CRM dashboard with a single click. You can use the Auto Dialer to make a single call, or line up a set of subsequent calls to a list of contacts and move through it rapidly.

Inbound Calls

Receive calls from your contacts without ever leaving your CRM. Maintain insight into caller details with quick views of customer information before, during or after a call.

Call Notes & Archives

Add call notes, during the conversation of after, to help you keep track of past conversations and sort archived calls.

Call Logs

Keep track of your communications and those of your staff with real time call logs. Reference them when necessary to keep everyone on track and accountable.

Call Reporting

Receive regular email reports around the call activity of your staff to help manage performance, identify areas for improvement, and ensure everyone is staying on task.

Call Recording & Playback

Record important calls so that you can focus on the conversation rather than taking notes. Then play them back whenever you need to reference what was discussed.

Call Automation

Call Scripts

Use CRM telephony to engage your contacts and increase conversions with pre-set call scripts, tailor-made for each audience.

Voicemail Drops

Automate voicemail delivery to your contacts using pre-recorded messages you create for any situation you expect to encounter.

Automated Tasks

Automatically run follow-up email sends to your contacts after a call to let them know about scheduled demos, meetings, or voicemails that you left.

Call Forwarding

When your team is in the field or highly engaged, they can forward calls to mobile or landline phones.

Even More Features

Enhanced Caller ID

Get real-time information about the caller, right on your Agile CRM dashboard, before you take a call. Your agents will always have relevant context in front of them when starting a conversation.

Personalized Greetings

With relevant contact information flowing in before an incoming call, you can greet your contacts by name every time.

Detailed Call Histories

View detailed call histories for each of your contacts. Know whom a contact spoke with at your company, what they discussed and when they spoke.