All modules 
CRM Integration
Your CRM updates itself after every call.
CRM Integration connects Call Scope to the systems your business already runs on, so every call is logged against the right customer - with the summary, actions and follow-ups already in place.
What it does
Inside CRM Integration
Customer activities & call notes
Each call logged on the right record, with its summary.
Tasks & follow-up reminders
Actions from the call created automatically for the right person.
Diary appointments
Bookings agreed on a call added to the diary.
Sales opportunities & service tickets
New opportunities and support tickets raised from conversations.
Workflow triggers
Kick off your existing processes the moment a call ends.
Email & SMS notifications
Keep customers and colleagues updated automatically.
Why it matters
What it means for your business.
- No more double-keying after calls
- Complete, accurate customer records
- Nothing falls through the cracks
- Works through Open APIs with leading CRMs
Works well with
Better together.
See CRM Integration in action.
Book a demo and we'll show you it running on real calls.