A Unified CRM and Call Center Platform, Powered by AI
Improve customer service and get better business outcomes with instant access to comprehensive customer information. Increase efficiency with reduced call handling times, increased personalized interaction, & faster response times.
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Completely custom CRM call center workspace
Empower your system administrators to create tailored workflows and set specific access permissions for call center staff, including agents, shift managers, and executive leadership. You choose the settings. No coding needed.
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Agent virtual-desk
Customize workflows and set access permissions for call center agents based on their roles, IP addresses, and area codes. Give your agents access to the dialer and existing contacts, and create automations that add new numbers directly into the system. All the work can be done in one place.
Shift manager workspace
Keep operations running smoothly and monitor performance targets with access to attendance logs, call logs, and call detail records (CDR). Easily coordinate with other departments to ensure that systems are functioning properly.
Executive dashboards
Drive operational excellence and business growth with robust reporting, customizable workflows, agent monitoring tools, and seamless integrations. Identify inconsistencies, spot trends, and gain valuable business insights with customizable dashboards.
Get essential CRM call center features
Get the best of both worlds with call center CRM software. View all customer correspondence and updates in one place, streamline workflows, and integrate your favorite tools to get 100% buy-in from your team.
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Outbound Calls
Increase productivity of sales and marketing teams with seamless outbound calling.
Call detail records
Save time and reduce errors with the ability to add call detail records to customer accounts automatically with call center CRM software.
Automatic call distribution
Route calls to the right agents instantly, based on your guidelines, for improved customer service and streamlined call management.
Call queuing
Manage high call volumes efficiently, prioritize important calls, and maintain customer satisfaction with seamless integration for streamlined operations.
Interactive voice response
Provide automated, personalized responses, and route calls based on customer input, all seamlessly integrated for efficient customer management.
Call routing
Automate your call routing based on account manager, area code, time-zone, you name it!
Auto dialer
Connect inbound contact center agents to live callers from a list without manual dialing. Effortlessly reach more leads in less time, with automatic call logging and seamless CRM integration for streamlined follow-ups.
Call recording
Capture and store customer interactions for quality assurance, compliance, and training purposes.
Inbound Calls
Track interactions and access customer data in real-time for personalized service.
AI powered Ticketing
Automatically categorize and prioritize tickets, suggest solutions, and streamline ticket resolution. Provide exceptional customer service and efficiency with a seamless AI integration.
Instant Scheduling
Book appointments or meetings directly in the system. Schedule for yourself or others, based on availability. Too busy? Delegate it to AI.
Omnichannel integration
Seamlessly integrate all communication channels—email, phone, chat, and social media—providing a unified view of customer interactions for personalized, consistent engagement across all touchpoints.
Get a 360-degree customer view with call center CRM software
Boost your customer satisfaction and loyalty.
Align your team with every customer interaction, whether they are calls, emails, or chats, captured and consolidated into one comprehensive customer profile. Get more personalized interaction, more efficient issue resolution, and superior error prevention.
Activity log
Log and save all customer, vendor, and lead activities directly to their account in our CRM. The activity log is team-accessible, providing a 360-degree customer view, and can be customized for relevance.
Reporting and analyticsGet real-time insights into your call center performance, both operations and business. Make data-driven decisions for improved operational efficiency and enhanced service.
IntegrationsSeamlessly connect with other business tools, especially the ones your team already enjoys working with. Get better buy-in from your team and boost overall efficiency and productivity with data-centralization.
Custom filtersCustomize and save views in your system to quickly find and segment data for better reporting. With unlimited views, effortlessly tailor your data to suit your needs and enhance productivity.
Call Center CRM Pipeline Management
Gather, track, and nurture leads effortlessly in one centralized platform. Automate follow-ups and ensure all your data works together harmoniously.
Empowering your business to grow efficiently.
Workflow automationsStreamlines processes, reduces manual tasks, and ensures consistency in customer interactions, leading to improved efficiency and higher customer satisfaction in the call center.
Pipeline customization
Customize pipelines for unique workflows, ensuring that your sales process aligns with your business needs. Stay flexible and adapt your system to suit your requirements.
Business units
Create different teams with custom role permissions, unique pipelines, workflows, automations, dashboards, and reports. Tailor the system to each team's specific requirements for optimal efficiency and performance.
Custom deal templates
Create custom templates for lead capture on landing pages and campaigns for seamless tracking and integration in the system for streamlined follow-up.
Seamlessly integrate your Google or Microsoft email accounts, and manage emails from directly within the CRM. Stay organized and improve productivity with streamlined communication workflows.
Daily tasks
See daily task reminders, easily accessible from the toolbar, to keep you on track no matter where you are in the system. Never miss a deadline.
Our CRM offers a custom integration with Google or Microsoft Calendar, allowing you to sync events, appointments, and tasks effortlessly. Manage your schedule efficiently from the CRM, with a familiar interface.
Frequently Asked Questions
