VoIP CRM software for inbound & outbound sales teams

1. Integration: The virtual calling system is integrated into the CRM software. This enables the seamless handling of customer calls directly within the CRM interface.

Salesmate provides native built-in calling, so you don’t need to integrate with your calling system.

2. Internet-Based Calling: This system uses VoIP (Voice over Internet Protocol) technology to make and receive calls over the internet. This removes the need for traditional telephone lines and equipment.

3. Click-to-Call: Users can initiate calls directly from the CRM by clicking on the contact’s phone number. This reduces dialing errors and increases efficiency.

4. Call Routing: The system can automatically route incoming calls to the appropriate agent or department based on predefined rules, improving response times and customer satisfaction.

5. Customer Information: When a call is incoming or being made, the CRM system displays the customer’s profile, including their interaction history. This allows agents to provide personalized service.

6. Call Recording & Logging: Calls made through the system can be recorded for quality assurance, and details of the call can be automatically logged in the customer’s profile for future reference.

7. Analytics: The system can provide data on call duration, wait times, missed calls, and more, helping businesses analyze and improve their customer service.

8. Scalability: As the business grows, additional lines or features can be added to the virtual calling system within the CRM without the need for significant hardware investments.

9. Flexibility: The virtual calling feature can be used on various devices like desktops, mobiles, and tablets, ensuring business continuity even outside the office.

10. Voicemail & Missed Call Management: The system can handle voicemails and missed calls, sending notifications and transcriptions to the appropriate agent or department.

A CRM system with telephony integration provides several benefits that can enhance business operations and improve customer relationships. Here are some of the key advantages:

1. Unified System: By integrating telephony and CRM, all customer interactions, including calls, can be tracked and managed in one place, resulting in a more streamlined workflow.

2. Improved Customer Service: With instant access to customer information during calls, representatives can provide personalized service, thereby improving customer satisfaction and relationships.

3. Increased Productivity: Features like click-to-call and automatic call logging save time for representatives, enabling them to handle more calls and reducing the chances of human error.

4. Better Collaboration: Shared access to call records and customer data improves collaboration among team members, which can lead to better problem-solving and decision-making.

5. Real-Time Analytics: Detailed call metrics like call duration, hold time, and response time can be tracked in real-time, providing insights to optimize operations and improve customer service.

6. Cost Efficiency: VoIP calls over the internet are typically cheaper than traditional phone calls, especially for long-distance and international calls.

7. Flexibility and Scalability: As business needs change, new lines and features can be added or removed easily without significant hardware changes.

Plus, with internet-based telephony, employees can make and receive calls from anywhere, improving business continuity.

8. Improved Follow-Up: Automatic reminders for follow-up calls and ability to schedule calls directly in the CRM ensures no leads or tasks are missed.

9. Enhanced Data Accuracy: With automated call logging, the data in the CRM remains accurate and up-to-date, leading to better customer insights and strategy planning.

10. Quality Control: Call recording capabilities allow for regular review and improvement of customer service standards and practices.

Salesmate CRM provides a feature known as “Salesmate Calling”, which simplifies communication with clients. Here’s how it generally works: 

Step-1: You sign-up for the CRM subscription. 

Step-2: You select the virtual number for the desired location (country, city or area code) 

Step-3: Start making and receiving calls. 

You can also use texting services using the same number you purchased from Salesmate. 

Other features that comes with Salesmate Calling: 

• Call forwarding 
• Call queueing 
• Call recording 
• Call transfer 
• Pre-recorded voicemails 
• Welcome messages 
• Call logging 
• Automatic call distribution 
• Power dialer 
• Bulk SMS 
• Automated SMS campaigns and many more. 

Yes, Salesmate CRM does provide SMS (text messaging) services. With the integrated SMS feature, you can send and receive text messages directly from the Salesmate interface. This feature allows businesses to communicate with their customers in a more direct and efficient manner. 

Here are a few capabilities of the SMS feature in Salesmate: 

1. Two-Way Text Messaging: You can send and receive text messages to and from your customers directly from your Salesmate account.

2. Conversation View: All your text conversations are organized in one place, so you can easily view the history of your interactions with each customer.

3. Automation: You can set up workflows to send automated text messages based on specific triggers or actions.

4. Text Templates: To save time, you can create and use text message templates for common responses or updates.

5. Scheduling: You can schedule text messages to go out at specific times, ensuring you’re communicating with your customers at the most appropriate time.

6. Reporting and Analytics: Salesmate provides detailed reports on your text messaging campaigns, allowing you to monitor their performance and adjust your strategies as necessary.