What is Call On CRM?

Call on CRM transforms ACT! By Sage into a real-time communications platform,

enabling Click to Call Dialing, SMS Messaging, Presence, Conferencing and more...

September 3, 2010

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What is Call On CRM ?

Call On CRM is our award winning, feature rich CRM & telephony integration product.

Call On CRM transforms ACT! by Sage into a fully featured communication system enabling you and your employees to operate at a new level of productivity.

Not just for Call Centers or high call volume offices, Call On CRM can help the one man or small remote office.

We integrate with several different phone system platforms, one of which will surely meet or exceed your expectations.

Call On CRM Features


		Control your desktop VoIP telephone directly from within your ACT! application.

		Complete Call Control features; Hang-up, Answer, Hold, Transfer, Conference, Send to Voicemail.

		The Call On CRM toolbar installs quickly and cleanly into the ACT! interface.

		Record ACT! histories and browse to the ACT! contact who is calling while they are on the line.

Call On CRM Benefits


		Save Time - Why create or browse to a contact that is calling? Why create an ACT! history manually? Let Call On CRM do it for you.

		Work Efficiently - Don't dial your phone manually, trying to remember phone numbers in your head. Do it from within ACT! using the fully integrated Call On CRM toolbar, as you change the active contact, the toolbar automatically displays all your contact's phone numbers.

		Make more calls - Dial your contacts faster with no more wrong numbers, you can call more contacts per day with Call On CRM

		Get new business insight - By logging all calls coming in and out of your business you can track how much time your employees spend with each customer and make your business more profitable.

Innovative Toolbar

Call On CRM adds a simple to use and powerful toolbar directly into your ACT! contact management database.

Hover your mouse over the Call On CRM toolbar buttons below to see what they do.

Built in Phone Dialpad


		Call On CRM has a built-in dialpad you can use to place calls Allows you to send tones over an open phone line to "press 1", press 2", etc.* Dial phone numbers by thier alphabetic representation without needing a "real phone" as a reference.

Detailed Call Logs by Contact, or for your whole database

Get detailed call logs for the entire ACT! database.

Review your incoming, outgoing and missed calls to a single contact or all your contacts, right from your ACT! contact database.

Call On CRM tracks incoming, outgoing, missed and attempted calls and shows you which phone numbers you called.

Popup "Toast" Call Notifications


		Get Instant pop-up notifications when someone calls, matched to the ACT! contact. Answer the call even if you don't have ACT! on your screen, or answer from within ACT!

Contact Layout Customization

Use the ACT! Layout designer to customize your contact view.

Place dial buttons anywhere on your contact layout and just click to dial the number.

One click to dial and your connected.


		Call On CRM can send text messages (SMS) directly to your customer's mobile phone directly from ACT! SMS Message templates let you setup predefined message templates, including the ability to merge ACT! fields into the message content. Works with several SMS Gateway providers for added service flexibility. Automatically create ACT! histories from the SMS messages you send to customers.