Calls & video calls
Call the customer from the record, not from memory.
Open a customer and everything is in front of you — what they owe, the last invoice, the last note. Call or start a video call from there, and write what was agreed while it is fresh.
01The problem
Calls happen on personal phones and the details are lost.
Who spoke to the customer last week? What did they promise? When staff change, the history leaves with them.
02How it works
Three steps.
- 1
Open the customer
Balance, recent invoices, open follow-ups and past notes on one screen.
- 2
Call or video call
Tap to call, or start a video call — useful for showing a product or checking a site.
- 3
Note the outcome
Write what was agreed and set the next follow-up. It stays on the record for the whole team.
Sri Murugan Agencies
CallVideo callActivity
Account owner: Karthik R- InvoiceINV-0142 · ₹ 48,260 sent on WhatsApp
- CallPromised ₹ 30,000 by Saturday — Karthik R
- Payment₹ 52,000 received by UPI against INV-0097
- Field visitVisited shop, Erode — Karthik R
Sample customer record. Names and amounts are made up.
03Key points
What you get.
- Notes and next follow-up saved with the customer
- Full history stays with the business, not the phone
- Calls to make today on each person's My work list
- Call and video call from the customer record
Transforming follow-ups. Driving results.
See the follow-up management solution on a business like yours. Free demo, no obligation — and a 14-day free trial when you are ready.