Which CRMs log our calls?

Dynamics 365, HubSpot, Salesforce, Zoho, Pipedrive, NetSuite and Zendesk log each call against the matching contact. Any other web CRM can open a record from a link you define, and if yours isn't on the list, talk to us.

What does Smart-Open do?

myCloudConnect on Windows or Mac opens the caller's record in your CRM, so it is on screen while you talk.

Recorded calls on myCloudConnect get a transcript and a short summary, and the Call IQ add-on scores the sentiment and puts the calls that need a person first on Review today.

For professional services

Every client conversation on the record

Calls log against the client in Dynamics 365, HubSpot, Salesforce, Zoho, Zendesk, Pipedrive or NetSuite, Smart-Open brings up their record, and recorded calls are transcribed and summarised. Chat and SMS sit in the same app.

Works with your CRM
Every recorded call summarised

An example

A 200 person accounting and advisory firm

The situation: Client calls happen on mobiles and in Teams, so little of what was said reaches the file.
What they use: CRM logging with Smart-Open, transcripts and summaries, extended retention, and Teams users in the same queues.
What changes: Every client call lands on the file with a summary, and the record is there when a client disputes what was agreed.

Look after accounting and law firms for your own customers? See the partner program

What changes for the firm

Less admin after every call

Call IQ

Read the call in ten seconds

Each recorded call gets a transcript and a summary, and Review today puts the calls that need attention first: a negative tone, then calls handled poorly, then the long ones.

See Call IQ at work All integrations

Questions

What firms ask us

Something else? Talk to us.

1300 346 042

See it with your own clients in mind

Book 15 minutes with someone who knows the product, and see how it would work for your team.