Telephony
Every call recorded and on the customer record.
What did that customer tell you on the phone? No need to remember anymore. Connect your IP telephony provider and every call is saved on the contact record with its recording. Call from the CRM and know who's calling before you pick up.
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What you tell us
What's said on the phone is lost when you hang up.
“We want to record calls,” “we don't know who's calling,” “each salesperson calls from their own mobile.” It's what you tell us in our meetings, and this is how telephony built into Clientify solves it.
Record
Every call, recorded on the contact record.
What we hear“We want to record calls, and right now what's said on the phone isn't saved anywhere.”
You call from the record with your IP telephony provider and the call is saved in the contact's history, with its duration and recording.
- Recording
You listen to it from the record, depending on your provider.
- History
Date, duration and who called.
- Next step
Note and task when you hang up.
Call with Elena VidalOutgoing · from the record · today 12:0406:12
- RecordingSaved on the record
- OutcomeWants the proposal on Friday
- Next stepTask created for Jorge
Every call, on its record
- Recording
- depending on your provider
- History
- on the record
Recognize
You know who's calling before you pick up.
What we hear“When a call comes in we don't know who it is or what we talked about last time.”
When the call comes in you see the contact's record: their company, their open deal and the last conversation. You answer knowing what it's about.
- Their record
Company, deal and owner.
- Context
The last call and its notes.
- Without asking
You don't make them repeat what they already told you.
You know who's calling
Their record opens and you see what you talked about last time.
Log
Your team's call history, no spreadsheets.
What we hear“The call history reaches us late and we don't know which calls went unreturned.”
Every call your team makes lands in the CRM: outgoing, incoming and missed. Missed calls turn into a task so you can call back.
- Missed
Every missed call, with its task.
- By person
Who calls and for how long, no manual logging.
- WhatsApp too
WhatsApp calls, transcribed through an external IP telephony provider.
Every call in its place
- Record
- on the contact
- Missed
- with a task
Who calls and for how long
Calls by person, no logging spreadsheets.
Connect
With your IP telephony provider.
What we hear"We don't have integrated IP telephony and every sales rep calls from their own mobile."
Clientify connects with IP telephony providers such as Netelip, Zadarma, Nubelfon, Toky, Ringover or Ubunet. Pick yours and your team calls from the CRM.
- Six providers
Netelip, Zadarma, Nubelfon, Toky, Ringover and Ubunet.
- Your number
Keeping it depends on your provider.
- Your rate
Each company pays its provider for the calls.
Your rate, your line
- Providers
- six
- Cost
- your provider's rate
Also included
Make every call move the sale.
What happens after you hang up stays in the CRM too.
What was discussed is written on the contact record.
The next call, scheduled before you hang up.
Every deal shows the calls that moved it forward.
Calls by person, duration and outcome.
What it costs
The integration is included in your plan.
Calls, at your IP telephony provider's rate.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →Connecting your IP telephony provider to Clientify is included in your plan.
You pay your IP telephony provider for calls and the line, at their rate.
What you pay to call
Integration: included
- IntegrationIn your plan
- CallsYour provider
- UsersUnlimited
From € / $39 a month per seat billed annually, or € / $65 month to month.
Providers
Connect your IP telephony provider.
And every call is saved on the contact record.
Getting started
Your calls in the CRM, this week.
Provider, connection and first call.
- 1Choose your provider
One of the integrated IP telephony providers.
- 2Connect it
With your provider account details.
- 3Call from the contact record
And every call is saved in the history.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
"I thought Clientify didn't support calls"
It does: you connect your IP telephony provider and call from the contact record.
"How much do calls cost me?"
You pay your IP telephony provider for calls at their rate. The Clientify integration is included in your plan.
"I want to keep the number I already have"
It depends on your IP telephony provider: many let you port your number. We'll check it with you.
"Are all calls recorded?"
Your IP telephony provider does the recording and it's saved on the contact record. We check that yours has it enabled.
"What about WhatsApp calls?"
They're transcribed if you use an integrated external IP telephony provider. We'll look at it based on your setup.
"I already have a phone system"
If your phone system belongs to one of the integrated providers, it connects directly. If not, we'll go over the options in the meeting.
FAQ
What people usually ask us before getting started.
Which providers does it work with?
With Netelip, Zadarma, Nubelfon, Toky, Ringover and Ubunet.
Where is the recording stored?
In the contact record's history, next to the call.
Does Clientify give me a phone line?
No. The line and the calls belong to your IP telephony provider; Clientify integrates them into the CRM.
Can I try it for free?
Yes. Try Clientify for free and connect your telephony provider.
Start today
Don't let any call get lost when you hang up.
Try Clientify for free and connect your telephony provider.
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