Making Outbound Calls with the CRM Mobile App

Overview of Mobile Outbound Calling

The CRM mobile app transforms your smartphone into a powerful communication tool. Beyond simply making calls, the app enables you to handle essential tasks, add notes, and schedule follow-ups directly during your conversation—all without leaving the call screen. Since the mobile app uses the same phone system as your desktop CRM, your calls, recordings, and billing are synchronized seamlessly across both platforms.

Key Benefits of Mobile Outbound Calling

Mobile calling with the CRM app is designed for action, not just conversation. This feature helps streamline your workflow by allowing you to manage follow-ups, take notes, process payments, and more—all from within the call interface.

• Real-time action: Schedule appointments or take notes without switching screens.
• Efficiency: Save time with built-in task creation tools.
• Customer experience: Enhance interactions with instant follow-up options.
• Consistency: Reduce missed tasks or lost context from calls.
• Information access: View complete contact profiles and payment details while speaking.
• Flexibility: Work on the go without sacrificing CRM functionality.

Features Available During a Call

While on a call, the app provides several tools to help you take action in real time and keep everything organized.

• Do Not Disturb: Toggle Do Not Disturb for the contact directly from the call screen.
• Transfer: Pass the call to another team member.
• Calendars: Access calendars and schedule follow-up appointments without leaving the call.
• Notes: Type or dictate real-time notes during the conversation.
• Tasks: Create, manage, and view tasks associated with the contact.
• Payments: Review or log payments.
• Profile: View the contact’s full profile details.
• Call controls: Use standard options like speaker, mute, hold, keypad, and end call.

Features Available After a Call

After ending a call, the app displays a summary screen with direct access to post-call actions to ensure nothing is overlooked.

• Notes: Finish or edit your in-call notes.
• Calendars: Schedule meetings or callbacks.
• Tasks: Add new follow-ups or action items.
• Tags: Apply contact tags to help organize leads.
• Profile: View the contact’s detailed information.
• Next steps: Quickly access options like Do Not Disturb, message, or call back.

How to Make Outbound Calls

You can place outbound calls using either the CRM mobile app or your phone’s native calling functionality, giving you flexibility to stay connected from anywhere.

Using Your Phone's Native Calling App

After installing the mobile app, you can use it to call contacts saved in your phone:

1. Open your phone’s Contacts app.
2. Press and hold the call button.
3. When prompted, select the CRM option from the call method choices to place the call.

Using the CRM Mobile App

There are several ways to place outbound calls within the app:

• From an existing conversation: Go to the Conversations tab, open the desired conversation, and tap the Call button in the upper right corner.
• From an existing contact: Navigate to the Contacts tab, select the contact, and tap the Call button on their profile page.
• Using the floating Lightning button: Tap the Lightning icon in the bottom-right corner, then select the "Make a Call" option in the lower-left corner.
• Using the floating Phone button: From the Notifications tab, select the phone button in the lower right-hand corner to open the dialer screen, where you can enter a phone number to place a call.

Frequently Asked Questions

Can I transfer a call while using the mobile app?

Yes. Use the Transfer button on the call screen to redirect the call to a teammate.

Where do my in-call notes get saved?

They are saved under the contact’s record in your CRM for easy follow-up.

How are spam calls handled in the mobile app?

The app automatically flags known or suspected spam callers, displaying a spam label to help you avoid unwanted calls.

What happens if I miss a call?

If voicemail is set up, the contact can leave a message. You can also configure call routing to ensure calls reach your mobile app.

How is mobile calling priced?

Calls made through the mobile app are billed based on your phone system usage, which includes both outbound and inbound minutes tracked in your account.