Built-in calling
You can place and receive phone calls from inside the CRM, with the call logged automatically on the contact record.
On this pageWhat it is
What it is
Built-in calling lets you phone contacts straight from their record in the CRM, using your computer or a mobile app. The call is logged with its time and length, and often a recording and notes can be added. Close, Freshsales, HubSpot, Keap, Nutshell, Pipedrive and Salesforce are examples of tools that list this. Support differs, as some include calling and others need an add-on or a connected phone service.
Why it matters
Logging calls by hand is boring and often skipped, which leaves the record incomplete. When calls are captured automatically, anyone can see the last conversation. You need this when your team sells by phone. If your selling happens by email or in meetings, it matters less.
What to check
- Ask whether calling is included or needs a separate phone provider or add-on.
- Check which countries you can call and whether local numbers are available.
- Test whether calls are recorded and logged on the right contact without extra clicks.
- Find out whether incoming calls show the caller's record on screen.
Tools with Built-in calling
CRM tools without built-in calling
Also in other categories
Tools filed under other categories that have Built-in calling.