The Calls & Voicemails feature in The PeakLevel is designed to streamline and enhance your business communication process. With the latest updates, this feature offers improved call management, automated voicemail handling, and enhanced integration with other CRM tools. Whether you're managing client calls or ensuring that no message goes unheard, The PeakLevel Calls & Voicemails feature ensures efficient and reliable communication.
Automatically log all incoming and outgoing calls, with detailed records including duration, timestamps, and caller information. This ensures you have a complete history of communications with every contact.
Automatic Call Logging: Every incoming and outgoing call is automatically logged within the CRM, ensuring a complete record of all communications with clients and prospects.
Detailed Call Records: Access comprehensive call details, including duration, timestamps, caller ID, and the outcome of each call, providing valuable insights into communication patterns and client interactions.
Notes & Tags: Add notes and tags to individual call logs, allowing for quick reference and categorization of calls for future follow-up or analysis.
The Voice Calls feature in The PeakLevel is designed to facilitate seamless communication between your business and its clients. Whether you’re making sales calls, providing customer support, or conducting follow-ups, Voice Calls within The PeakLevel ensure that every interaction is efficient, professional, and well-documented. The latest updates enhance call quality, add new features for call management, and improve integration with other CRM functionalities.
High-Quality Call Connectivity: Enjoy crystal-clear voice calls with reliable connectivity, ensuring that your conversations are always smooth and professional.
Click-to-Call: Initiate calls directly from the CRM with a single click, saving time and reducing the friction of dialing numbers manually.
Call Forwarding & Routing: Ensure that incoming calls are directed to the appropriate team members based on customizable rules, reducing the chance of missed opportunities.
Call Recording: Automatically record calls for training, quality assurance, or future reference, with easy access to playback and download options.
The Voicemail & Missed Call Textback feature in The PeakLevel automatically sends a text message to missed calls, ensuring timely client engagement. It also helps manage voicemails, keeping communication seamless and efficient.
Automated Missed Call Textback: When a call is missed, an automatic text message is immediately sent to the caller, acknowledging the missed call and offering to assist or schedule a callback. This keeps the conversation going and shows clients that you value their communication.
Voicemail Transcription: Voicemails are automatically transcribed into text, allowing you to quickly read and respond to messages without having to listen to each one individually. This feature is especially useful for managing multiple voicemails efficiently.
Integrated Follow-Up Actions: Set up automated workflows to trigger follow-up actions based on missed calls or voicemails, such as sending additional information, scheduling callbacks, or assigning the contact to a team member.
Instant Notifications: Receive real-time notifications when a voicemail is left or when a missed call triggers a textback, allowing you to stay on top of client communications.
The Restriction History feature in The PeakLevel tracks and manages restrictions on user accounts, campaigns, and actions, providing a transparent record with reasons and resolution steps. It ensures accountability and supports compliance with detailed logs and easy access to historical data.
Detailed Restriction Logs: Access a comprehensive history of all restrictions applied, including timestamps, affected users or campaigns, and the specific reasons for each restriction.
Transparency & Accountability: Ensure that all restrictions are documented, providing clarity and preventing unauthorized actions within your CRM.
Quick Resolution Tracking: Monitor the status of restrictions, including any steps taken to address or lift them, helping teams stay informed and proactive.
Compliance Management: Use Restriction History to support compliance efforts, ensuring that all actions within the CRM adhere to internal policies and external regulations.
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