Call Tracker for Microsoft Dynamics CRM is a business app intended to provide you with CRM call tracking! It automatically transfers call logs from smartphone into MS Dynamics. It is exactly what you need if you want CRM call recording, track calls duration, add your comments, create rules for tracking and add voice notes. Now SMS tracking available!
Simply get your phone contact to MS Dynamics CRM!
HOW IT WORKS 1. Get incoming or make outgoing calls on your Android smartphone. 2. Call Tracker automatically saves call information to CRM (who called, date, call duration). 3. After the call you can opt for saving the call log to your CRM or not. 3.a. You can simply set up rules for a certain contact - ‘always save’ or ‘never save’ into a CRM. 4. Done. Your call is saved to your CRM. You can also add notes (or voice notes) to the saved call.
KEY FEATURES - Track outgoing and incoming calls as Tasks - Attach SMS from your mobile phone to a Contact and Lead - Attach calls to the following records in MS Dynamics: Contact or Lead - Record calls and send them to Google Drive - Add Voice Notes - Set up the automatic call tracking - Add the calls from your Call Log later on - Help you to perform customer management!