Seamless
Workflow Experience

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    Cater to your clientele with relevant information at your fingertips...

    … all in a seamless workflow experience. Adding new contacts, taking notes, creating reminder tasks, and even notifying colleagues about an action item becomes a breeze with this user-friendly tool. All calls, whether inbound or outbound, will be logged automatically and accompanied with powerful insight via detailed reports of your team’s performance. Making outbound calls becomes effortless as you can zip through phone numbers on the web or in your contact database with “click-to-call” functionality. You will quickly realize that CRM telephony is an indispensable tool for your sales and customer service teams.

    Calls

    We pull all of your latest phone calls both inbound and outbound. We also tell who on your team answered the call. So you will know exactly who talked to the customer or lead last and what they talked about.

    Emails

    We pull all of your latest customer emails that are located in your CRM system. You immediately know what the last customer conversation was and you can begin where you left off.

    Notes

    We let you take notes and we additionally display them for you in the activities slider. See what the last note was. Even if it was not a phone call you will be aware of the latest details about the contact.

    Emails

    We pull all of your latest customer emails that are located in your CRM system. You immediately know what the last customer conversation was and you can begin where you left off.

    Notes

    We let you take notes and we additionally display them for you in the activities slider. See what the last note was. Even if it was not a phone call you will be aware of the latest details about the contact.

    Featured CRM Platforms

    @mentions

    We let you take notes and we additionally display them for you in the activities slider. See what the last note was. Even if it was not a phone call you will be aware of the latest details about the contact.

    Task Follow-up

    We have natural language processing. Type something like “Follow-up next week” and ActiveCRM will create a task in your CRM to remind you to follow up with this person at the specified time!

    Indicators

    For both the @mentions and the Task Follow-up features we display a green indicator on the right-hand corner to let you know what processes will fire after the call is over.

    ActiveCRM, Salesforce, Intelligence Screenshot 2 Notes Logs Call Activity

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