Calling

Call customers from the browser, on your line

Your salespeople make and answer calls inside Kordeva, on your company’s own line. Each call they make or answer is saved to the customer’s history with its length, how it went and the note typed afterwards.

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See who is calling as it rings

The phone rings and the screen shows Olivia Bennett, her open deal for Home solar 8 kW and the last things she wrote. You answer already knowing she asked about the battery.

An incoming call in Kordeva. Before it is answered, the phone shows the caller is Olivia Bennett, that she has one open opportunity, Home solar 8 kW, and her latest WhatsApp message, email and call. Below are the Answer and Decline buttons.

Call down a list without dialling

Narrow the customer list, for example to leads never contacted, and press Call these 10 in turn. After each call you file the result and Kordeva dials the next person.

A list of five leads in Kordeva with the button Call these 5 in turn. Pressing it gives the phone a call list: 2 of 5 called, up next Charlotte Hayes, with Call, Skip and Pause buttons.

Write up the call in one card

When you hang up, one card asks how it went and what was said. On the same card you can move the deal to its next stage and book the follow-up.

After a call to Jack Thompson ends in Kordeva, one card asks how it went, with They answered chosen, what was said and why the move, and whether to move him along, here to Site survey. Buttons offer Follow up and File and call next.

Get reminded of the call you promised

Tell Olivia you will ring on Friday at 5:30 and book it. On Friday at 5:30 you get a reminder, and the Do it button opens the phone already set to her number.

A follow-up call to Olivia Bennett is scheduled in Kordeva for Friday 16 October at 5:30 pm. When it is due the salesperson gets a notification, and it appears under What you owe today with a Do it button that opens the phone set to her number.