call2CRM
If the number dialled isn’t in your CRM then it will get added, either using the name stored in your phone or as a generic ‘new contact’ and a task will be created for you to check the details.
We support Capsule, Highrise, Huspot, Nimble, Salesforce and Zoho CRM's with more in the pipeline.
Premium users also:
- Get the option to write notes about each call
- Be prompted whether you want to add the call details to your CRM (you might not want the boss know you had an hour long call with your wife!)
- Be prompted to save your choice so it’s not asked again, i.e. never add details of calls to your wife to the CRM
FREE 10 day trial of Premium features
There are no recurring payments, just a single upgrade giving you more control over what information is copied to your CRM quickly and easily.
Category : Business
Reviews (9)
Needs to be updated for Hubspot. Then I'll use it and update my review. If this works I'll be beyond excited.
Unfortunately could not use this app with Zoho as it screws up the call duration and Zoho will not allow you to edit the call then. Thus rendering the record useless.
Does exactly what it says. I often take calls out of the office and it's too easy to forget to take action but now I can make notes immediately after a call - both received and called - knowing they are recorded in one place in my CRM. THank you...
The perfect app to give your capsule crm more power. It works on all incoming calls and outgoing calls. The great thing about it is: it just sits in the background so after calls are made or received it asks you if you want to send to crm. It can also new contacts created if not recognized and you can also white-list personal calls so they are never added. The app has a smooth interface and really easy to use.
This app is great. I am currently using the free version. It works on incoming calls as well as outgoing calls. I like the thing that i can look back not only on the call history but also my email history at the same time. Overall outstanding...
Great app. Gives your capsule crm more power so all calls are Easily logged against your contacts. It's not invasive, just sits in the background so after calls are made or received it asks you if you want to send to crm. personal calls easily ignored perminantlty. ties in really well in crm too. Links against contact Well and new contacts created if not recognised. a must have for capsule users
This drops my call records straight into capsule and colleagues can see if I have already returned a call or when I/we last spoke to a contact. The best thing is you can look back over your call history at the same time as your email history as it is all in capsule together.. brilliant!
Using Capsule CRM I always forget to dial a number from the mobile all, instead I use the contacts list on my phone so its rare for me to add a note to capsule after a call. This app means I will never forget! It also works on incoming calls! The whitelist function means personal calls are never added.
I cannot even get it to log into Zoho. I just get a failure error every time.