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Call and customer contact tracking

In use

Call Tracker

An internal tool for tracking calls and customer communication: contact history, conversation outcomes and next actions.

Verified in the project

  • Five screens: dashboard, follow-ups, knowledge base, analytics and reports
  • Staff record the conversation outcome and next action
  • Managers can see team activity, conversion and daily reports

Purpose

Keep a record of communication and customer commitments. Staff log conversation outcomes and plan follow-ups, while managers can review team activity and reports.

Interface

Call Tracker dashboard: call summary, recent contacts and work focus
Call Tracker dashboard: call summary, recent contacts and work focus
Call Tracker call plan: today, overdue and future actions
Call Tracker call plan: today, overdue and future actions
Call Tracker sales base: materials, scripts and fast search for a manager
Call Tracker sales base: materials, scripts and fast search for a manager
Call Tracker analytics: team metrics, conversion and call funnel
Call Tracker analytics: team metrics, conversion and call funnel
Call Tracker daily reports: daily results and employee statistics
Call Tracker daily reports: daily results and employee statistics
Call Tracker | Codev_Tim