Calling

Calling turns the phone number on a customer, a contact or a lead into a button. Press it and your own phone rings first; answer, and you are connected — so calls work the same on a laptop and in a van, using the phone number your workspace already sends text messages from. While you talk, a bar at the bottom of the screen shows who you are on to and how long for; when you hang up it asks what came of it, and the call lands on the customer's history with the outcome, your note and a follow-up if you want one. Calls you miss come back as a call-back list nobody has to keep in their head, and recording stays off until a workspace deliberately turns it on.

What you get

• Click a phone number on a customer or contact to call it — your phone rings first, so it works the same at a desk and on the road
• A bar at the bottom of every screen while you are on a call: who, and how long
• Wrap-up in one screen: pick what came of it, write a line, and set the follow-up before you forget
• Every call on the customer's history with who called whom, when, how long and the outcome
• Calls you miss become a call-back list with a due time, an owner, and one button to ring back
• Messages taken when nobody picks up, kept with the call and the customer they belong to
• Inbound calls sent to the person who owns the customer, to one named person, or round the team in turn
• Recording off until you switch it on, with a spoken notice, rules per area, and a delete button on every recording
• Talk time, answered calls and outcomes per person, per day and per customer

Who tends to switch this on

• Sales teams who live on the phone and lose half of it to notes nobody writes
• Owners who want to know how many calls went out this week and what came back
• Anyone whose customers ring a main number and end up with whoever is nearest the phone