There are solutions for automatically logging email conversations in a CRM. But, telephone conversations remain a time consuming, manual process. So, calls don’t get logged which leads to collaboration breakdowns, information being forgotten, and an inability to glean business intelligence. Callinize solves this problem by bridging the phone & CRM systems companies already have. When a call occurs, phone numbers are grabbed programmatically from the phone system and then matched to contacts in the CRM. Call popups (in browser or on mobile app) tell you who it is, what you discussed last, and provide a easy way to leave notes.
There are solutions which elegantly solve this problem but, they require users to switch their CRM, phone system, or BOTH. This isn’t an option for the majority of companies out there; they’ve invested heavily in customization, training, etc. The available solutions that bridge phone systems and crms are too difficult to setup/maintain and don’t have mobile apps.
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