Best CRM for
Phone
POPULAR FEATURES
Click-to-Call
Automatic Call Logging and Recording
Automatic Reporting
Gain insights to fuel improvement.
- Compare phone activity by rep, day, and even time of day
- Compare call volume vs. meeting sets
- Analyze connect-rate by lead channel to enhance lead scoring
Call task list with full CRM context
Auto-prioritized call list
Call Scripts
MAXIMIZE CALL VOLUME
Boost sales efficiency and elevate your company's phone presence
Click-to-Call
Make calls directly from servis.ai in your browser or mobile app.
Call task list with full CRM context
Full context leads to better conversations. When it's time to dial, reps can easily glance relevant contact information and history without leaving their call-task list.
Professional Phone Presence
Make it easy for reps to always call from company phone numbers. Reps no longer need to use their personal lines, and you get full visibility into call history in the contact timeline.
Call Scripts
Arm your team with shared call scripts, so you run the best play every time.
Interactive call scripts can allow reps to fill in the blanks, such as Budget or Buying Timeline.
Track and compare effectiveness of specific call scripts.
Share scripts with your teammates.
Interactive call scripts can allow reps to fill in the blanks, such as Budget or Buying Timeline.
Track and compare effectiveness of specific call scripts.
Share scripts with your teammates.
AUTO-PRIORITIZE CALLS
Prioritize the days calls automatically
Auto-prioritized call list
Automatically prioritize reps call list based on real-time prospect activity as well as assigned tasks.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
servis.ai auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Auto-assign
Ensure phone call follow-ups happen on-time, every time. Auto-assign call tasks based on triggers, like incoming leads, email opens or account status changes.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
servis.ai auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Automate email/text follow-ups after calls
Automate repetitive tasks like follow-up emails and texts after a call, so reps can move onto the next call quicker — while impressing prospects with professional follow-ups every time.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
servis.ai auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
servis.ai auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
CALL TRACKING & COACHING
Easily coach your team's calls to be more effective
Automatic call logging
Reps don't have to waste time manually logging calls anymore.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Call recordings, transcriptions and activity reporting
Improve faster with call recordings, transcriptions and sales activity reporting.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Centralized call log and customer timelines
servis.ai neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete chronological relationship history. Filter by activity type, such as phone calls.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Call notes and outcomes made easy
Easily enter call notes right from the call widget in a seamless flow designed by sales reps for sales reps.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Comment on calls and share call direct-links
Providing contextual feedback and sharing call examples with teammates has never been easier.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
servis.ai automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
AUTOMATIC CALL REPORTING
Measure team call activity with extensive call reporting
Automatic reporting
Gain insights to fuel improvement.
Compare phone activity by rep, day, and even time of day
Compare call volume vs. meeting sets
Analyze connect rate by lead channel to enhance lead scoring
Call analytics
Auto-capture call duration, talk ratios, and timestamp on every call.
Compare phone activity by rep, day, and even time of day
Compare call volume vs. meeting sets
Analyze connect rate by lead channel to enhance lead scoring
