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  • CRM Telephony

    Take customer interaction to the next level with Agile CRM's industry-leading telephony capabilities and third-party integrations.

    CRM Telephony


    Take customer interaction to the next level with Agile CRM's industry-leading telephony feature set

    Start with FREE account today!

    FREE for 10 Users. No credit card required.

    Make and Receive Calls

    Outbound Calls

    Outbound Calls

    Call customers or prospects from your Agile CRM dashboard with a single click. A virtual dial pad helps you navigate extensions.

    Inbound Calls

    Inbound Calls

    Receive calls from your contacts without ever leaving the system. View caller details and customer histories before, during and after calls.

    Call Notes and Archive

    Call Notes & Archives

    Add call notes, during the conversation of after, to help you keep track of past conversations and sort archived calls.

    Call Recording and Playback

    Call Recording & Playback

    Record important calls so that you don't miss out on needed information from your customers. Access them in a 360-degree contact view and play them back whenever you need.

    Call Logs

    Call Logs

    Check out real-time call logs of all your users' calls, helping you stay on track and keep your team accountable.

    Call Reporting

    Call Reporting

    Receive regular reports—via email—on your team’s calls to help manage staff performance and stay on top of tasks, demos and your overall sales pipeline.



    Call Automation

    Call Scripts

    Call Scripts

    Use CRM telephony to engage your contacts and increase conversions with pre-set call scripts, tailor-made for each audience.

    Voicemail Automation

    Voicemail Drops

    Automate voicemail delivery to your contacts using pre-recorded messages you create for any situation you expect to encounter.

    Automated Tasks

    Automated Tasks

    Automatically run follow-up email sends to your contacts after a call to let them know about scheduled demos, meetings, or voicemails that you left.

    Phone Forwarding

    Call Forwarding

    When your team is in the field or highly engaged, they can forward calls to mobile or landline phones.



    Even More Features

    CRM Telephony Enhanced Caller ID

    Enhanced Caller ID

    Get real-time information about the caller, right on your Agile CRM dashboard, before you take a call. Your agents will always have relevant context in front of them when starting a conversation.

    Personalized Greetings

    Personalized Greetings

    With relevant contact information flowing in before an incoming call, you can greet your contacts by name every time.

    Contact Call History

    Detailed Call Histories

    View detailed call histories for each of your contacts. Know whom a contact spoke with at your company, what they discussed and when they spoke.




    Related Links

    VoIP Integration

    VoIP

    Make and receive calls directly from Agile by integrating your VoIP account.
    [Read more]

    twilio-widget

    Twilio

    Call your contacts directly from Agile using your Twilio account.
    [Read more]

    agile-blog

    Agile CRM Blog

    Got VoIP? Agile CRM offers free telephony integration!
    [Read more]

    Start with FREE account today!

    FREE for 10 Users. No credit card required.

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