Call Center CRM Features

Call Center CRM: Organizations

  • Assign Multiple Contacts to Organization
  • Categorize Organizations and Prioritize
  • Organization Rating
  • Track Potentials Associated with Organization
  • Record Contact Preferences
  • Assign Organizations to Agent
  • Search Organizations
  • Create Organization Groups
  • Create, View, Edit Notes for All Agents
  • Record Organization Industry
  • Link to Parent Organization
  • Create New Organizations With A Click
  • Upload Attachments: Documents, Quotes, Forms
  • Add More Contacts With A Single Click
  • Save Organization Information (SIC, Ticker Symbol, Employees, Website, etc)
Call center CRM software
Call center CRM software