Calls & phone lines

Click to call, call logs and SIM calling.

• Calls and phone lines overviewWhat the CRM does with phone calls, what you need to connect for click-to-call and automatic call logs, and where to find every call.
• Connect a phone lineConnect SIM calling, TeleCMI or your own phone system, tell the CRM who is who, and choose what happens with calls from unknown numbers.
• Make and take callsCall a customer with one click, use the call card during a call, and find every call logged on the customer's record.