Phone Calls and Call Reports in Your CRM

The Phone Calls section tracks all inbound and outbound calls in one place. From missed calls to detailed call reports, you can monitor communication and improve response times. This helps you stay connected with leads and clients while keeping everything documented.

Watch the Walkthroughs

In these videos, you will learn how to:


  • Place and receive calls inside the CRM

  • Review call logs and details

  • Access calls from the mobile app

  • Use reports to track call volume and outcomes

Phone Call Demo

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Phone Call Usage from Mobile App

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Viewing Phone Calls and Lead Data

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Additional Help for Phone Calls and Call Reports

Quick Tips for Phone Calls and Reports

  1. Check missed calls daily to avoid lost opportunities.

  2. Use call reports to see which leads are converting.

  3. Monitor average response times to improve customer experience.

  4. Save important voicemails or call recordings for training.