Jon Erik Kvamme
I call a lot of leads and I'd love to handle everything I need from the contacts window during the call
  • make notes
  • make calls
  • listen to the recording of the call (and maybe even an AI summary of the call)
  • see and send messages/emails
  • quickly assign tags and change opportunity status
  • create appointment
  • set reminders
  • assign tasks
  • quickly see if this is a hot, warm or cold lead
WIth everything in one place, we can have more time to focus on what matters most, get customers.