FinTech · CRM Plugin
Client conversations.
Within your CRM.
A calling plugin that brings client conversations into your brokerage’s existing CRM workflow.
CRM Calling
Keep the conversation close to the client record.
Initiate calls from the CRM without moving between disconnected tools. Give your team a more coordinated way to contact clients, with the client relationship at the centre of the calling workflow.
Add AI Call Evaluation for multilingual transcription, audio translation and AI-generated scores based on call recordings.
Calling destinations, number requirements and integration details are confirmed for your setup.