One at a time
One Call, One Person. Written Up by Itself. A click to call CRM for the people you know by name.
Open the contact, press their number and talk, from the browser or the Android app. Nothing is typed, so no digit goes in wrong. When you hang up, the call is on the record with its recording, and the next step you set during the call comes back on the day.
- Calls start from the record
- Logged when you hang up
- Business numbers you own
How a call moves through it
- Open the contactTheir history already on screen
- Press the numberThe call starts in the browser
- TalkMove to a desk phone mid-call if you like
- Logged as you hang upLength, outcome and recording saved
- Next step setA reminder arrives on the day
What Goes Wrong Today, and What Changes.
Today
Every call starts with copying a number from the screen into a phone.
With Adoptiv
Press the number on the record. The phone is a tab in the same browser, so nothing is typed and nothing goes in wrong.
Browser phoneToday
The note gets written at six, or never.
With Adoptiv
Who, when, how long and how it ended are on the record when you hang up, with the recording beside them.
TouchpointsToday
Who is owed a call lives on somebody’s private list.
With Adoptiv
Set the callback while you are still talking, and the reminder arrives by email, in the app and as a push on the day.
Tasks and remindersToday
People don’t call back a personal cell number.
With Adoptiv
Calls go out from a number the company owns, so a callback reaches whoever is there, and the history stays.
Business numbersCalling from the Record in Three Steps.
Find the Person
Open their record, or a saved list of the people you look after, with their history on screen.
Press Their Number
The call starts in your browser or the Android app, from your business number.
Set the Next Step
Pick how it went and add a callback or task before you hang up. The call logs itself.
What a Click to Call CRM Is, and Who It Suits.
A click to call CRM turns every phone number on a record into a button: press it and the call starts from your computer, already attached to the right person. It suits anyone whose day is people rather than lists: account managers, agents, advisers and recruiters who call when there is a reason to.
In Adoptiv the phone is a browser softphone, so you call from your computer with nothing to install, or from the Android app. Click to call means no number is copied and no digit goes in wrong. A live call can even move from the browser to a desk phone without the other person noticing.
When you hang up, the call is already on the record: who, when, how long, how it ended and the recording, beside every text and email on the touchpoints timeline. Call notes in the CRM shrink to the one sentence only you could add. With AI call analysis on, a short summary is written too, and SIYA suggests callbacks and meetings for you to accept.
Callback reminders come from tasks and reminders: set the next step during the call and it reaches you by email, in-app notice and push on the day. Every call goes out from a business number instead of a personal cell, so the history stays with the company. It is an account manager phone system without a phone system project.
A Click to Call CRM That Writes Up Every Call.
For People Whose Day Is People, Not Rows.
A Click to Call CRM vs a Cell Phone and a Notebook.
| What | A cell phone and a notebook | With Adoptiv |
|---|---|---|
| Starting a call | A cell phone and a notebook: Copy the number, type it in | With Adoptiv: Press it on the record |
| After the call | A cell phone and a notebook: Notes at six, or never | With Adoptiv: Logged as you hang up |
| Callbacks | A cell phone and a notebook: A private list | With Adoptiv: A task with a reminder on the day |
| The number they see | A cell phone and a notebook: Your personal cell | With Adoptiv: A business number the company owns |
| When you are away | A cell phone and a notebook: Nobody can pick up the thread | With Adoptiv: Anyone can read the record |
Your Questions, Answered.
What is a click to call CRM?
A CRM where every phone number is a button: press it and the call starts from your computer or phone, already attached to the contact and logged when it ends.
Do I need a desk phone?
No. The phone runs in the browser with nothing to install, and the Android app rings too. If you add a desk phone later, a live call can move to it without dropping.
Is calling included in the plan?
Yes. Every seat includes a US business number with unlimited calling to the US and Canada on that number, and call recordings kept for a year.
Can I text from the same number?
Yes. Texts go out from the number you call from, and the thread sits beside the calls on the contact.
Can AI write up my calls?
With AI call analysis on, each call gets a short summary, and SIYA suggests callbacks, meetings and contact updates for you to accept or reject.
Can I call from my computer without extra hardware?
Yes. The browser phone needs no installer or plugin; use a headset or your computer’s own microphone and speakers.
Should I use a business number instead of my personal cell?
Yes. A business number keeps your own number private, and the calls, texts and history stay with the company when someone moves on.
How do callback reminders work?
Set a task with a date and time on the contact. At that hour it reaches you by email, in-app notice and push, unless it is already done.
When should I use preview dialing instead?
When you work through a list rather than call people as reasons come up. Preview dialing brings up each record in turn before the call, on every plan.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
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