Simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and innovative analytics.
We sync your entire list of inbound and outbound phone calls. ActiveCRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about.
We will sync your last customer emails from NetSuite. You’ll never have to guess what that last conversation was with the customer. Start where you left off and gain more efficiency.
Take notes and they will be displayed in the activities slider. Quickly check your latest notes. Have the necessary intelligence to close those deals and help customers all from one place.
It’s easy to share your call notes with team members, just type @ and the username (e.g. @john). Your call notes and record will get emailed directly to that user. This assures that important information is not only entered into NetSuite but also emailed to your teammate.
Natural language processing lets you type familiar phrases like “Follow-up tomorrow” and ActiveCRM will create a task in NetSuite to remind you to follow up with your caller on a specific date!
ActiveCRM will show a green indicator on the right corner for both @mentions and task follow-ups so that you know what activities will be processed after the call is completed.