CRM · Calls

The call lands on
the lead, not a log.

Place a call from the record and it is attached to it. An inbound call finds the lead it belongs to. The recording and the transcript live on the same record, so the next person to pick it up has the conversation, not a summary of it.

Telephony bolted on is telephony you reconcile. A separate dialler means a call log you match against leads by phone number, badly.

Outbound

From the record.

Click to callPlaced from the lead, which is what makes the attachment automatic rather than a manual log entry.
Your numbersThe connected numbers as records, so who called from which line is answerable.
Companion initiateFor the flows where the call starts elsewhere and still has to land on the right record.
Inbound

Routed and recorded.

Inbound connectA provider webhook resolves the caller to the lead, so an incoming call opens the right record.
Call inboxThe calls needing attention, with stats — a queue rather than a chronological dump.
Recent callsAnd calls for one lead, which are different questions and both get asked.
Afterwards

Recording, transcript, retry.

Recording on the recordAttached to the call event, which is attached to the lead.
Automatic transcriptSo a call is searchable text rather than an audio file nobody plays.
Retry when it failsTranscription fails sometimes. There is an explicit retry, per call and in bulk, rather than a silent gap.
Nearby

Related capabilities.

Lead journey · WhatsApp · CRM reporting

Every conversation, on the record it belongs to.

Searchable, replayable, and attached without anybody logging it.

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