Making Calls
WhatzCRM includes a built-in calling module powered by Twilio.
Agent Capabilities
- Make Calls: Click the call icon on any contact to start a call.
- Receive Calls: Answer incoming calls directly within the dashboard.
- Log Notes: Add notes during or after the call.
Admin Capabilities
- View Activities: See a log of all calls made by the team.
- Call Recordings: Listen to recorded conversations for quality assurance and training.
- Performance: Track call duration and resolution rates.
Call Logs
Every call is saved with: - Timestamp - Duration - Agent Name - Recording (if enabled)