The Business Calling Module in HelloCRM enables you to make and receive calls directly within the CRM. By purchasing numbers across multiple countries, connecting providers, and integrating recordings into the inbox, you can centralize all call-related activities in one place.

Key Features #

Global Number Purchase #

• Buy virtual phone numbers from multiple countries (US, UK, Australia, and more).
• Manage numbers from the Numbers Section in your portal.
• Add providers and connect numbers for instant calling capability.

In-App Calling #

• Place calls directly from the HelloCRM interface.
• Select a contact and click the Call button to start a call.
• Calls can be initiated from the top navigation, contact records, or inbox.

Call Reception & Management #

• Receive inbound calls directly inside HelloCRM.
• Calls appear in the interface with status indicators (Ringing, Connected, Disconnected).
• Switch between Available and Offline modes as needed.

Call Recordings & Logs #

• All call recordings are automatically saved in the inbox module.
• Access recordings for review, compliance, or training purposes.
• Each call log is linked to the associated contact for full history.

Balance & Availability Controls #

• Ensure sufficient call balance before placing outbound calls.
• Manage availability settings (Available / Offline) for agents.

How to Use #

Step 1: Add a Provider & Purchase a Number #

• Navigate to Calls → Numbers.
• Select your provider and purchase a number for your region.
• The number will be automatically enabled for calling.

Step 2: Make an Outbound Call #

• From the HelloCRM interface, click the Call button.
• Select a contact to dial directly.
• Calls can also be initiated from contact records or the top navigation bar.

Step 3: Receive Inbound Calls #

• Stay in Available mode to receive calls.
• Answer calls directly from the HelloCRM interface.
• All interactions are logged against the contact record.

Step 4: Review Call Logs & Recordings #

• Go to the Inbox Module to access call recordings.
• Playback and review recordings for performance or compliance.
• Track call outcomes alongside other communications.

Video Walkthrough #

For a complete guided demo, watch the Business Calling Module Documentation video here:
👉 Watch Video

Best Practices #

• Purchase local numbers in regions where your customers are based.
• Keep sufficient balance for uninterrupted outbound calling.
• Use call recordings for quality monitoring and agent training.
• Switch to Offline mode when unavailable to avoid missed calls.
• Always initiate calls from the contact record to maintain full history.

Next Steps #

• Explore the Team Inbox to manage call recordings alongside emails and chats.
• Use Automations to trigger follow-ups after missed or completed calls.
• Check the Reports Dashboard for call volume and agent performance.