For Act! Essentials CRM
Call Tracker - the best way to save your calls to Act! Essentials CRM
No matter where you are!
Call Tracker for Act! Essentials CRM is a mobile app intended to transfer data from smartphone into Act! Essentials. It is exactly what you need if you want to record calls, track their duration, add your comments, create rules for tracking, add voice notes. It also lets you work with separate Contact or Lead: create and edit info.
The app is able to work offline and pending activities will sync automatically when the Internet connection is restored.
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Act!CRM is a registered trademark of Act!CRM, Inc.
How it works
1. Make or receive a call on your Android smartphone
2. App automatically saves call info into CRM (who called, date, call duration)
3. After the call ends you can choose to save it into your CRM
3.a. You can set up rules for certain contact – always save or never save into a CRM
4. Done. Your call is saved into your connected CRM. You can also add notes (or voice notes) to the saved call
Features
Track incoming and outgoing calls as Tasks in Act! Essentials CRM
Record calls - audio files can be automatically sent to user’s Google Drive
Add unknown phone numbers with proper information (first, last name, company) to your phone
Attach calls to the following records in Act! Essentials CRM: Account, Contact and Lead
Allow you to add voice notes
Add calls to your Call Log
Provide you an opportunity to create planned activities and set a reminder for them
Create rules to enable automatic call tracking for Contacts
Pricing
$3.99 1 Month Subscription
$10.993 Months Subscription
$19.996 Months Subscription
$34.991 Year Subscription
Frequently Asked Questions
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