Call Center

Call logging

Log every call with direction, duration, notes and outcome — a complete history per contact, searchable in seconds.

Dispositions

Tag each call: interested, not interested, wrong number, busy, no answer. Your reports finally speak the team's language.

Lead pipeline

Move callers into a visual pipeline — new, contacted, qualified, converted — and drag them forward as they progress.

Agent assignment

Assign leads and callbacks to specific agents. Everyone knows exactly whose court the ball is in.

Callback scheduling

Schedule callbacks with date and time. Overdue follow-ups surface automatically so no hot lead goes cold.

Agent KPIs

See calls per agent, conversion by disposition, and follow-up completion — the numbers behind your sales floor.

Editable history

Fix a wrong entry after the fact — admins can edit any call, agents their own — with a detail page showing follow-ups and change history.

CSV lead import

Import leads from CSV with duplicate phone numbers skipped and reported. A Duplicates-only filter and per-lead duplicate list keep the pipeline clean.

Due & overdue reminders

Due and overdue reminders generate automatically, with a bell badge in the menu, a notifications page with mark-read, and a Due Today filter.

Dashboards & targets

Calls-per-day trend, daily call target vs achieved with a % badge, after-hours call counts and CSV export — with an agent filter across every table.

01 · From first ring to closed deal

A caller becomes a lead becomes a customer — in one flow, inside the same system as your billing.

• One-click: convert any call into a pipeline lead
• Pipeline stages match how your team actually sells
• Customer history links back to the original calls

02 · Callbacks that never get forgotten

Promise a callback at 3pm? It waits for the agent at 3pm — and escalates if it slips.

• Date/time callbacks per lead
• Overdue list on the dashboard
• Per-agent follow-up completion rates

1 · Add agents & dispositions

In Call Center → Settings, add your agents and define the dispositions your team actually uses — Interested, Not Interested, Busy, Wrong Number, No Answer. Reports later break down conversion by these exact labels.

2 · Log every call

After each call the agent logs it in seconds: direction, duration, disposition and notes — inbound and outbound, with free-text notes for objections, prices quoted and promises made.

3 · Turn callers into leads

Interested caller? Convert the call into a pipeline lead with one click — no retyping names or numbers. Set the stage (New, Contacted, Qualified), assign the agent, track the source.

4 · Schedule callbacks that don't slip

"Call me Thursday at 3" becomes a real reminder. The agent sees it on time — and if it goes overdue, it gets flagged. Per-agent follow-up completion rates keep everyone honest.

5 · Work the pipeline daily

Move leads forward as they progress. Everyone sees the same board, so nothing hides in notebooks or memory. Converted leads link into customer records with history attached; lost leads keep their reason — fuel for better scripts.

6 · Measure every week

Open the reports and the story of your sales floor tells itself — calls and conversions per agent, conversion rate by disposition, follow-up completion and overdue trends. Supervisors get module-admin rights without full system admin.

Does it connect to my phone system?

No — the addon is a logging and pipeline system. Agents log call details, outcomes and notes; it does not tap phone lines or record audio.

Can I limit who sees what?

Yes. Access is role-based, and specific users can be granted module-admin rights without becoming full system admins.

How do callback reminders work?

Scheduled callbacks appear on the agent's dashboard list, and overdue ones are flagged so nothing is missed.

Do leads connect to customers?

Yes — converted leads link into your customer records, so the sales history stays attached to the billing account.

What about duplicate leads?

Import a leads CSV and duplicate phone numbers are skipped and reported, so the same contact never enters the pipeline twice.

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