Call & WhatsApp from lead
Work from the lead record — log Call and WhatsApp activity on the same timeline as email and notes.
Sales Solution
Call center speed on the same CRM as field
High-volume inbound and outbound queues with Call and WhatsApp from the lead, outcome logging, callbacks and overdue follow-up visibility — without a separate tool.
Queues
Call & WhatsApp
Outcomes
Callbacks
Overdue follow-ups
The challenge
Calling tools that don’t talk to pipeline
When dispositions live in a dialer and deals live in CRM, handoffs and reporting break.
Context switching
Agents dial from one screen and update status in another — notes get lost.
Callbacks slip
Promised callbacks aren’t shared tasks, so overdue lists stay empty until buyers go cold.
Handoffs lack history
Field reps get a name and phone — not call outcomes, WhatsApp threads or stage.
Capabilities
CRM that keeps pace with your queue
Every call tied to the right lead — outcomes, next actions and manager visibility included.
Queues & outcomes
Inbound and outbound lists with disposition-style outcomes, callbacks and stage updates in seconds.
Overdue & SLA visibility
Surfaces overdue follow-ups and open high-priority leads so supervisors coach in real time.
Data flow
Agent flow: queue → outcome → next step
Agents work from assigned leads; managers see pipeline movement instantly.
Call center agent flow
1
Queue
Assigned / overdue list
2
Open lead
Source · notes · stage
3
Engage
Call or WhatsApp
4
Log
Outcome · sub-status
5
Next
Callback / task / handoff
6
Sync
Pipeline & KPIs update
1
Queue
Assigned / overdue list
2
Open lead
Source · notes · stage
3
Engage
Call or WhatsApp
4
Log
Outcome · sub-status
5
Next
Callback / task / handoff
6
Sync
Pipeline & KPIs update
Connected
Advance stage · set follow-up
Callback
Schedule reminder · keep in queue
Not reachable
Retry task · sub-status Attempted
Site visit ready
Handoff to field with full history
Example day
From morning queue to evening funnel
Same CRM as digital and field — call outcomes become pipeline truth.
Morning
Agent opens overdue follow-ups and new portal leads assigned overnight.
Mid-shift
Calls and WhatsApp logged; callbacks scheduled; Qualified leads pushed toward site visit.
Handoff
Field gets visit-scheduled leads with call notes, source and priority intact.
Close of day
Managers review open leads, overdue count and conversions — no spreadsheet dump.
Connected
Call center plus full pipeline
Calling teams share the same CRM as digital and field sales.
Lead distribution
Route inbound and web leads to agent pools.
Read moreSales automation
Auto-task on missed calls or callbacks due.
Read moreB2C opportunities
High-volume consumer queues and speed-to-lead.
Read moreRemote sales
Handoff to field with visit stages ready.
Read moreSales tracking
Agent and funnel performance on one data set.
Read moreSales CRM product
See call center in the full platform.
Read moreSee call center CRM in action
Book a demo to walk through queues, Call/WhatsApp outcomes, callbacks and overdue visibility.