Call from the CRM with the softphone
Make and take calls on your LeadLock number in the browser, with the caller's history on screen and every call logged.
Overview
The softphone puts your business number in the browser. Office staff can call customers back from the business line, not their cell, and every call is logged to the right record.
Get started
- 1
Click the phone button in the CRM top bar. The first time, pick your number and allow microphone access.
- 2
To call, click any phone number on a lead or contact, or use the keypad.
- 3
During a call you can mute, hold, use the keypad, and pop the softphone out into its own window.
- 4
When an unknown number calls, create a lead from the call in one click.
- 5
Add call notes before you hang up; they save to the customer timeline.
Tips
- Ava still answers when nobody picks up, based on your receptionist settings.
- Recording follows your settings and local consent laws. Tell callers when calls are recorded.
- Use a headset for clearer audio.
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