Fits into the systems you already run.
Your assistant pulls details from your CRM before a call, books into your diary during it, and writes the outcome back afterwards. Connect it yourself, or let us.
Before, during and after the call.
Before the call
Pulls their details from your CRM, so it knows who it’s talking to.
During the call
Checks your diary and books a time while they’re still on the line.
After the call
Writes the summary, outcome and notes back to their record, logs a ticket in your helpdesk and sends a text.
ContactYour CRM
Jordan Ellis
- Source
- Website form
- Outcome
- Callback booked
Call summary
Asked about adding a battery to their solar panels and wants a price before the survey. Callback booked for Thursday at 10:00.
Systems we’ve connected for customers
Our team has connected each of these for a customer.
Zoho CRMNew enquiries in, outcomes and notes back
Zoho DeskSupport tickets
Zoho BookingsCallbacks in your team’s diaries
HubSpotContacts, notes and call outcomes
SalesforceLeads, notes and outcomes
GoHighLevelLeads, notes and appointments
Google SheetsNew enquiries in, call outcomes back
Google CalendarCallbacks booked into your calendar
Cal.comAppointments booked straight in
And many more. Let us know how you’re set up and we’ll help you get integrated.
Using something else?
Connect it through webhooks and our API.
Webhooks
Send call details to any system that takes a webhook, before, during or after the call. During the call, your assistant can use what it sends back.
API
Start calls from your own app and keep the contacts they’re placed against up to date.