Calling App
Make your call handling easy with Wortal Calling App. Telecallers CRM, instant follow-ups, and easy note-taking. New leads are added automatically, and each call comes with a quick summary to keep everything organized and efficient.
Linked with CRM
The Wortal Calling app is connected to the Wortal CRM, so you can log in to both platforms using the same username and password. Any notes or descriptions you make in the Calling app will automatically sync to the Wortal CRM, ensuring all your information is up-to-date across both tools.
Create Lead with calling app
Once the Wortal Calling app is installed and you're logged in, you'll receive a pop-up prompt every time you receive or make a call. This pop-up allows you to easily create a lead directly in the CRM without having to switch to the CRM platform. It’s a quick and convenient way to capture leads while you’re on the phone, making the process smoother and more efficient.
Write Notes for Call
The way you can create leads from calling app, you'll receive a pop-up prompt every time you receive or make a call to write down the description of the conversation happened on the call. This will give you an overview of the conversation thread with the customer.
Set Follow-ups
After every incoming or outgoing call, you can note down the call briefing directly in the Wortal Calling app. Based on these notes, you can set follow-up dates and even schedule reminders, ensuring you never miss an important task or follow-up.
Get Call Summary
Once you’ve noted the call description in the Wortal Calling app after finishing a call, the details—such as the call time, call duration, and the description—will automatically appear in the respective lead account within the Wortal CRM. This feature provides a clear and complete history of interactions without any additional data entry.
Contact Access
With the Wortal Calling app, you can access all your contacts from the CRM as well as your mobile contacts, all in one place. This means you don’t have to switch between different platforms to find the contact you need. Whether it’s a lead from the CRM or a contact saved on your phone, everything is easily available within the calling app, making it more efficient to manage and reach out to your contacts.
Frequently Asked Questions
Everything you need to know about the Wortal CRM.
What is a Calling App in CRM?
A calling app in a CRM is a tool that lets sales and support teams make calls directly from the CRM platform. It integrates customer information with calling features, so teams can easily access contact details before, during, and after calls. This streamlines customer communication by keeping everything in one place. It also helps track call history and outcomes.
How does a Calling App in CRM help sales teams?
A CRM calling app helps sales teams by automatically logging call details and outcomes, saving time on data entry. It provides easy access to customer info during calls, helping reps tailor conversations to each customer. This makes follow-ups easier and helps teams stay organized. It also improves efficiency by automating routine tasks.
Can I record calls with a CRM Calling App?
Yes, Wortal CRM calling apps include call recording features from Android phones allowing call recording, allowing teams to capture conversations for quality checks or training. These recordings can be accessed later to review details and improve customer interactions. It also helps managers assess team performance. Call recordings make it easy to verify information and maintain high-quality service.
How does a Calling App in CRM improve customer relationships?
Is a CRM Calling App secure?
Yes, Wortal CRM calling apps have security features like encryption to protect customer data and calls. Access is often restricted to authorized team members, which keeps information safe. Regular updates and data protection measures ensure compliance with privacy standards. Secure calling builds customer trust and safeguards sensitive information.
Can I use a CRM Calling App on mobile devices?
Yes, many CRM calling apps work on mobile devices, allowing reps to make and track calls on the go. This flexibility helps remote and field teams stay connected with customers wherever they are. Mobile compatibility makes it easier to manage calls and update CRM data from any location. It keeps teams productive outside the office.
What are the key features of a CRM Calling App?
Key features often include call logging, call recording, and automatic data updates. Many apps also offer features like call routing, voicemail, and integration with customer profiles. Some apps provide analytics on call performance to help teams improve. These features make calling apps in CRMs essential for efficient, customer-focused communication.
