Call center
Know who is calling before you say hello.
When a call rings in on one of your numbers, the caller's record pops on every office page with their history and open items. Answer with a headset in the browser, or on your desk phones, and every call is logged against the customer.
Included from Professional; available as an add-on on Starter.
What it does
- Screen pop everywhere
- A ringing call appears on any admin page with the matched customer, last jobs and balance.
- Browser softphone
- Answer and place calls from the office computer with a headset once a Twilio API key pair and TwiML App are configured.
- Live queue and history
- See calls in progress and the last 24 hours with outcome, and open the call workspace to log notes or create a request.
- Missed-call recovery
- Missed and abandoned calls get their own list so the office can call back, and unbooked calls surface as opportunities.
- Recording and transcripts
- Optional per company, with a disclosure message and retention days you set. Recording consent law is yours to comply with; see Data handling.
See it with your own company name on it.
Create your company, pick a layout, and book your first job — the trial is free and needs no card. 14-day free trial.