Call Tracker for CRM 2.3.166

Call Tracker Multi CRM is a mobile application designed to integrate information regarding incoming and outgoing calls into CRM (Customer Relationship Management) systems. This tool is particularly beneficial for professionals who engage in frequent calling as part of their business operations, providing a centralized repository for call data within the CRM.

The application streamlines the traditionally manual process of logging call details into the CRM. Users can efficiently track call duration and frequency per contact, annotate call logs, and establish rules for automatic tracking of specific contacts. Additionally, it allows for pre-saving edits to any information before finalizing the call log in the CRM.

Following each call, users are prompted to decide whether to save the call information to the CRM. Furthermore, there is the option to review and selectively save call logs at a later time within the application.

Notably, the app functions without an internet connection, and any updates or activities will synchronize automatically once connectivity is restored.

Supported CRM Systems:

• Act! Essentials
• Act! Premium
• Amo
• Apptivo
• Bitrix24
• Creatio
• Capsule
• Close
• Copper
• Freshsales
• Highrise
• HubSpot
• Infusionsoft
• Insightly
• Megaplan
• MS Dynamics
• Nimble
• OnePage
• Oro
• Pipedrive
• PipelineDeals
• Salesforce
• Solve
• Sugar Suite
• Vtiger
• Workbooks
• Zoho
• Zendesk Sell

Please note: SMS tracking is not currently available.

How it Works:

The process of utilizing Call Tracker is straightforward:

1. Create an account with your chosen CRM and establish a connection within the application by entering your credentials, ensuring that your login status is set to “Online.”
2. Activate a free trial subscription or purchase a subscription through the app’s configuration menu.
3. Engage in either making or receiving a call on your smartphone.
4. Post-call, you can opt to save the details into your CRM, with the app automatically documenting pertinent information such as caller identity, date, and duration.

The application also enables users to:

• Create rules indicating whether certain contacts' calls should always be saved or never saved;
• Add notes or voice recordings associated with saved calls;
• Select a destination for storing voice notes.

FAQ:

Frequently Asked Questions

Features:

• Tracks both incoming and outgoing calls for CRM integration;
• Adds comments or voice notes directly into the CRM;
• Facilitates the creation of planned activities with reminders in the CRM;
• Establishes call storage rules (e.g., always save, never save, always ask);
• Adds unidentified phone numbers along with relevant details (first name, last name, company information) into both phone contacts and CRM.

*This application does not function as spyware; it only tracks calls with user permission.

Pricing:

• $3.99* – 1-month subscription;
• $10.99* – 3-month subscription;
• $19.99* – 6-month subscription;
• $34.99* – 1-year subscription.

*Taxes may apply in certain jurisdictions.

A complimentary 7-day trial period is available.

Contact Information:

Email: [email protected]

The support team is ready to assist with questions or feedback related to the application or CRM use.

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