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Telephony & calls

SIP telephony

Calls right from the client card

Connect your operator over SIP or an Asterisk on your own server — calls, call recording and smart routing work right in the CRM. Every call is tied to the client and the deal.

How it works

  1. 01ConnectFrom your CRM account, in the apps section — no developer needed.
  2. 02Set upFor your process: routing, owners and team permissions.
  3. 03WorkEvery message, call and data point lands in the client card.

What it does

  • Inbound/outbound calls from the card
  • Call recording and history
  • IVR builder and routing
  • Multi-regional lines