Call Notes
planned
E
Ernest WatsonBey
thanks. also can the note be private or visible to others?
Cytracom
planned
Cytracom
under review
Thank you for the clarification. We will review with the team.
E
Ernest WatsonBey
greetings, I was thinking a quick searchable note tied to the number for as when you got off a call, you met someone on your travels and place their number in your phone, you want to add to transcribed voice mail or a text msg you received and placed a searchable quick note. if the person/company has adopted and upgraded to crm rules and usage, great. If the only the person/company HAS NOT adopted and upgraded to crm rules and usage, still great! They can still depend on cytracom to keep their messages and notes organized until they are ready to adopt a full blown crm. Only mentioned crm as an option to export notes out or sync.
Cytracom
closed
Cytracom
Thank you for the feedback. Cytracom currently supports integrations with HubSpot and ConnectWise, with more CRM platforms on the way, including Salesforce. For a full list of upcoming integrations please see the Marketplace tab within the Cytracom desktop application. If you don't see your preferred CRM just let us know.