Call Logs

Call logs in Frappe CRM help you keep a complete record of all your phone interactions with leads, contacts, or organizations. This feature ensures you never lose track of important conversations and can easily refer back to them when needed.

Make a call: -

1. Navigate to the Lead, Deal, or Contact Page:

Go to the record of the person or organization you want to call. This ensures the call details will be linked to the appropriate record.

2. Click on the Call Option:

Look for the "Call" button or option on the record's page. Clicking it will initiate the call using your connected phone system or integration.

3. Place the Call:

The system will connect you to the phone number stored in the CRM. Make sure the number is accurate and up-to-date.

4. Add Notes During or After the Call:

While on the call or right after, you can add notes summarizing the discussion. This helps you keep track of important details for future reference.

5. Log the Call:

Once the call is complete, Frappe CRM automatically logs the call details (such as date, time, and duration) in the system.

6. Set Follow-ups if Needed:

If action is required after the call, you can immediately create a task or set a reminder to follow up.

Call Logs Report:

Frappe CRM’s call log reports give you powerful tools to analyse and improve your communication efforts. Here’s what you can explore:

• Call Details:

Sort and filter calls by date, time, type (inbound/outbound), duration, agent, customer, and other criteria to get a clear picture of your call activity.

• Agent Insights:

Monitor the performance of individual agents by tracking their call volume, success rates (e.g., how many calls led to conversions), and average call duration.

• Customer Behaviour:

Dive into reports about call topics, customer demographics, and overall call volume to spot patterns and better understand your customers’ needs.

• Call Outcomes:

Measure success by analysing the results of calls, such as completed sales, follow-up tasks, or other key outcomes, to identify areas for improvement.

• Call Recording Reviews:

Review recordings to find opportunities for improving communication, address customer concerns, or use feedback to enhance training for your team.

By analysing these reports, you can identify strengths, pinpoint areas for improvement, and ensure your team’s communication strategies are as effective as possible.

Benefits of Making Calls via Frappe CRM:

• Keeps all communication centralized and linked to relevant records.
• Ensures you never miss important details with logged call histories.
• Improves team collaboration by sharing call logs and insights.