Sales Buddyby Clikdit Book a pilot
  1. Home
  2. CRM with call tracking

CRM with call tracking

A CRM with call tracking that matches every call to its deal

Your reps already make the calls. Sales Buddy reads the phone's call log, works out who each call was with, and puts it on the right deal. No call recording, no copying numbers.

Book a pilotSee all features

The problem

Why calls disappear from the CRM

Calls happen outside the CRM

Reps dial from the phone, so the CRM never learns the call happened.

The same customer, many records

A repeat caller becomes a new lead because nobody matched the number.

No idea who called whom

Managers cannot tell which assigned numbers have actually been called.

Call matching

Three outcomes for every finished call

With the rep's permission, the app reads the phone's call log. Each finished call ends in one of three ways, so the rep never has to work out where it belongs.

  • Assigned customer: their details are filled in and the call is logged
  • Existing deal, in any status: the conversation is added to that deal
  • Unknown number: a new lead is captured with AI
  • Only number, time, duration and direction are read. Call audio is not recorded

One timeline

Calls, chats and emails on the same deal

Calls sit on the customer's deal next to voice notes, WhatsApp Business messages and emails, so anyone opening the deal sees the whole story.

  • Repeat calls added to the existing deal
  • WhatsApp Business and email on the same timeline
  • Duplicate check across the organisation

Always up to date

Calls are picked up when the app opens

The app syncs the latest calls whenever it is opened, and a Sync Calls button refreshes them on demand. If a call was made from the phone dialer moments ago, one tap brings it in.

  • Automatic sync on opening the app
  • Sync Calls button for an instant refresh
  • Then Voice Add to capture what was said

For managers

See who called whom, and fix the leftovers

Managers see calls per rep, and review calls that matched no customer so they can link or ignore them.

  • Calls per rep, by day
  • Unmatched calls in a review list
  • Assigned numbers show called and pending status

How it works

From a dialled number to a logged call

  1. 1

    The rep calls

    From the normal phone dialer, or from the assigned list.

  2. 2

    The app reads the call log

    Number, time, duration and direction.

  3. 3

    It finds the customer

    Assigned data first, then existing deals, then a new lead.

  4. 4

    The rep adds a note

    One short voice note and the deal is up to date.

FAQ

Common questions

Does it record calls?

No. Call audio is never recorded. The app reads only the number, time, duration and direction from the phone's call log, and only with the rep's permission.

Are calls detected while the app is closed?

Calls are picked up when the app is opened, and the Sync Calls button refreshes them on demand. There is no always-on background call detection at the moment.

What about WhatsApp Business calls?

Once your admin connects a WhatsApp Business number, its calls and messages can be attached to the right deal, and managers can review any that matched no customer.

Can I bring my existing leads or calling lists?

Yes. Managers can upload a calling list and assign it across the team. Each number then shows up in the assigned rep's list, and finished calls are matched back to it.

Which phones does it work on?

Android phones. Pilot teams receive the app directly from us. There is no iPhone app at the moment.

Is my team's data safe?

Access follows roles: an employee sees their own leads, a team lead sees their team's, and an admin sees the organisation's. Data is encrypted in transit, and sign-in tokens stay in the phone's secure storage. Read the Privacy Policy for details.

Also from Sales Buddy

More ways teams use it

Stop losing calls between the phone and the CRM

Book a pilot and watch your reps' calls land on the right deals.

Book a pilotSee pricing