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Telephony & CTI

The phone rings, the customer record opens.

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comms.phone

What you gain

On the phone, every second counts. The Telephony module connects your phone system to the tool: when a call comes in, the customer's record pops up with their latest interactions. Calls are logged, and can be recorded and transcribed so nothing slips through.

  1. 01 A personal welcome You know who's calling before you pick up.
  2. 02 A complete history Every call lands on the customer's record.
  3. 03 Calls from your screen Click to call, no dialling.
  4. 04 Automatic call notes Recording and transcription available.

Features

Telephony & CTI

01
Screen pop on incoming calls

Who's calling, and why.

On every incoming call, the number is looked up in your contacts. The record opens on the colleague's screen with their open projects and latest interactions. An unknown number offers to create a new lead.

What it enables

  • Instant lookup by number
  • Record opens automatically
  • Quick creation for unknown numbers
  • Relevant colleagues notified
02
Call from the tool

One click on the number is all it takes.

Outgoing calls start from any record, through your phone system or right in the browser. The person you call still sees your usual number.

What it enables

  • Click to call
  • In-browser calls (headset)
  • Company number displayed
  • Several numbers per team member
03
Call history

Every call counts.

Incoming, outgoing and missed calls are logged with their duration and linked to the customer. Missed calls create a call-back task.

What it enables

  • Full log per customer and per team member
  • Missed calls turned into tasks
  • Call notes
  • Call statistics
04
Recording and transcription

The call notes write themselves.

Calls can be recorded, in line with your duty to inform callers, then transcribed automatically. The text can be read and searched from the record.

What it enables

  • Recording enabled per line
  • Automatic transcription
  • Search within transcripts
  • Configurable retention periods
05
Routing and availability

The right person, at the right time.

Decide who receives calls based on opening hours, teams or the calling customer. Sales reps get their own customers, even through the main number.

What it enables

  • Routing by team and opening hours
  • Customers directed to their sales rep
  • Forwarding when someone is away
  • Team availability board

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

An existing phone system, forwarded personal numbers, routing by team or by opening hours: we connect your telephony as it is, and agree with you what should be recorded, transcribed or notified.

Integrations available

Compatible with the tools you already use.

Phone systems & carriers
  • 3CX
  • Telnyx
  • Ringover
  • Aircall
  • Twilio
  • Vonage
Transcription
  • Speechmatics
  • OpenAI
  • Mistral
Messaging
  • SMS
  • WhatsApp Business

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.contactsCustomers & contactsEverything you know about your customers, in one place. crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. comms.chatInternal & real-time messagingYour team talks, right where the work is.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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