logo
Workflow
Lead
Phone Number
Click-to-Call / Inbound call / Missed call
AssignVoice (Powered by third party Cloud Telephony)
Customer Connected
Call Logged
Call Outcome
Follow-Up
Opportunity
Deal Closed
Key Integration Highlights

Click-to-Call from AssignSales

Enable sales representatives to initiate calls from relevant CRM records.

Incoming Call Identification

When a customer or prospect calls a connected business number, AssignVoice can identify the incoming number and associate it with the appropriate CRM record where matching information is available.

Automatic Call Logging

Record relevant sales call activity in AssignSales.

Call-to-Lead Conversion

Inbound calls from unknown numbers can represent valuable sales opportunities.

Post-Call Follow-Up

After a call, sales representatives can create follow-up activities

Call Outcome Management

Allow sales teams to record the outcome of a call.

Call Recording Integration

Where supported and configured by the connected telephony provider, call recordings or recording references can be associated with the relevant CRM activity.

Telephony & Sales Analytics

Bring calling activity into your CRM analytics.

AssignSales + AssignVoice

Every Call Can Move a Deal Forward.

Talk to Sales, Request a demo

Talk to Sales, Request a demo