Phone System

Automate365 CRM’s Phone System feature is a robust tool designed to streamline communication processes, offering a plethora of benefits for users seeking enhanced efficiency and connectivity. With the capability to manage both outgoing and incoming calls seamlessly, users can experience a unified and integrated communication system within the CRM platform.

Mass SMS
Routing of calls based on assigned user
User based permissions on who can make or receive calls
Masking the outgoing calls to appear as the call is made from another number
Call forwarding

One of the standout advantages is the inclusion of voicemail and call recording features. This ensures that no vital information is lost, providing users with a comprehensive archive of their communications. Whether it’s preserving important details from client conversations or referring back to critical decision-making moments, voicemail and call recording contribute significantly to comprehensive record-keeping.

Mass SMS functionality within the Phone System feature is a game-changer for outreach campaigns. Users can broadcast important messages to a wide audience simultaneously, making it an ideal tool for marketing promotions, announcements, or time-sensitive updates. This mass communication feature amplifies the CRM’s utility beyond individual conversations, providing a versatile tool for reaching target audiences.

With both desktop and mobile applications for calls and SMS, users can seamlessly transition between devices, ensuring that they stay connected and responsive regardless of their location. The integration of these features in Automate365 CRM’s Phone System not only optimizes communication processes but also empowers users with a versatile toolset for managing their interactions effectively.

The flexibility of call routing based on assigned users allows for efficient call management within teams. With user-based permissions, administrators can control who can make or receive calls, ensuring a secure and tailored communication environment. The ability to mask outgoing calls, making them appear as if they originate from a different number, adds an extra layer of privacy and professionalism.

Moreover, the Phone System feature offers call forwarding, allowing users to stay connected even when on the move. Multiple phone numbers can be added, and these can be assigned to specific users or groups, facilitating organized communication channels. The option to ring multiple users simultaneously with the same phone number ensures that critical calls are promptly attended to, enhancing responsiveness.

For sales teams and customer service professionals, the dialer function proves invaluable. Whether initiating cold calls or reaching out to an existing customer list, the dialer streamlines the process, saving time and boosting productivity. The ability to transfer calls based on user input ensures a dynamic and customizable call experience, enhancing user control and personalization.