Reduce manual
data entry
History is how CloudCall helps you collect all data about all your communications and syncs this automatically with your CRM making this information available to your team when they need it, wherever they are.
Provide your team with the info they need to succeed
Manual data entry is a time consuming process and is not focused on the high value activity of maximizing interaction with contacts, but clean and complete data is essential to reaching your business goals.
Create best practice
Teams are not necessarily consistent in how they update records in the CRM which can lead to frustration across the business. History captures all communications in the CRM automatically to reduce team frustrations and fundamentally stop data leakage.
Less errors
Having to go back to a CRM record some time after a conversation in order to update it means that it is more likely that details are missed or errors made, especially when updating several records at the same time. History syncs your communications activities as they happen so that you are less likely to miss vital details or make plain old mistakes.
On the go
Teams that are away from the office can often default to using their personal devices which means that each communication is not always captured, reducing visibility and increasing admin. With our mobile app you have CloudCall in your pocket and History is maintained.
How does History help my worklife?
Meet Margot*
TIME SAVER
“Calls? Check. SMS? Check. Emails? Check. I can deliver continuity and consistency any time, any place, even if I’m picking up someone else’s work.”
Meet Jerry*
RELATIONSHIPS MATTER
“I enjoy building relationships much more than the admin but understand the need for information to be captured. History totally takes care of syncing communications with the CRM so it does give me more time to focus on the part of the job I love.”
Margot and Jerry aren’t real but there’s 1000s of similar people out there just like them. And maybe you’re one of them. Maybe your team isn’t performing how you’d like them to perform. Maybe business goals aren’t being achieved. Or maybe you’re an agent wondering how you could make your work-life easier – more successful. If you are any of these – give us a call today and see how an integrated telephone could help.
We’re so confident that you’ll love CloudCall o1, we’ll buy out your existing contract.
CloudCall o1. The one and only unified communication platform built for businesses that use CRMs.
Seamless experience across mobile, web and desktop for maximum agent productivity.
Indestructible new infrastructure for business consistency and effortless scalability
Available for the World’s leading CRM’s
Our most loved tools
Click to Call
With CloudCall, you can simply click on a name to start dialling. This is just one of the ways you can save time and drive efficiency by blending your existing CRM with your phone system.
Screen Pops
When receiving a call, you get an on-screen notification, a ‘pop-up’, which not only shows who’s calling, but also link you directly to their CRM record.
Local Presence
Let your call recipients see a local area code when you dial. This reinforces trust and familiarity, and boosts pick up rates.
Voicemail Drop
Save time, increase productivity, and redirect your energy with pre-recorded, tailored voicemail messages you can leave with just a click.
Real-time Coach
With CloudCall, you’ll have all the tools you need to support new and existing team members in their journey to success. Listen to their calls, whisper words of wisdom, and enter the chat to assist your team whenever necessary.
