CRM · Calls
Call tracking for field service SMBs
No more calls lost between two jobs.
A call taken between two appointments, jotted in the corner of a notebook, and the request disappears. With Essuivi, every call is logged on the customer record with its source, and the next step is triggered from the call itself.
Every call on the right customer record.
Inbound, outbound and missed calls are linked to the customer record, with the date, duration and a note. Call history sits right alongside quotes and jobs.
- Inbound, outbound and missed calls
- Date, duration and note on every call
- Automatically linked to the customer record
- Missed calls flagged for callback
Know where every call comes from.
The call source is recorded: website, business profile, referral or existing customer. You can see which channels make the phone ring.
- Source recorded for every call
- Channel visible on the lead record
- New lead created from the call
The next step starts from the call.
From a call, you can schedule a callback, create a quote or set up a follow-up. The task stays attached to the call and the customer record.
- Callback scheduled from the call
- Quote created from the call
- Follow-up scheduled and tracked
What people ask us about this.
Connection options depend on your phone setup; we confirm them together during onboarding.
It is logged on the customer or lead record and flagged for callback, so no request goes unanswered.
Yes. A call from an unknown number can be turned into a new lead, with the call source already filled in.
Call history can be viewed on the customer record by anyone with access, according to the permissions set in Essuivi.
This module in the Essuivi cycle.
Every call tracked, every request handled.
See how a call becomes a record, a quote or a follow-up in Essuivi.