Salesforce

Centralized Communication and Workflow

Instead of flipping between apps, Phonely funnels every channel right into Salesforce. Agents see customer context in seconds, all on one screen. This single-dashboard approach raises productivity and coherence, folding calls, chats, and CRM tasks into a single, unified workspace.

Real-Time Call Transcription and Auto Logging

Calls begin transcribing and logging inside Salesforce as soon as they’re dialed. Rapid voice data, notes, and transaction history are merged into up-to-the-second customer records. The platform eliminates scribbled notes, delays in data entry, and duplicated records, so every sales and service team always works from the same fresh data.

Smart Call Routing and Click-to-Dial

Boost service quality and agent efficiency with features like one-click dialing from Salesforce records and AI-driven routing that sends calls to the right telecom agent. Supported telephony handlers leverage open CTI functionality for scalable call management, reporting, and analytics across all communication channels.

Mobile Flexibility and Remote Access

With Phonely, agents and managers can answer calls and assist customers right from their mobile phones. Whether you’re a small startup or a whole chain of contact centers, the platform keeps team notes and customer relationship management records synced. That means support issues never fall behind, no matter where your team is working.

Advanced Analytics and Valuable Insights

Plug your call-center data directly into Salesforce dashboards and spot key numbers instantly. Phonely’s live reports show when call volume spikes, how agents are performing, and even shifting trends in customer happiness. This visibility lets managers fine-tune workflows and raise the bar on service.

Automated Workflow Integration

Missed calls and voicemails are automatically turned into follow-up cases and tasks. Connect Phonely to Salesforce via Zapier, and every dropped call can update records, assign leads, or kick off any other task you need, all without extra data entry.

What can Phonely do?

Boost customer interaction and keep your team running smoothly with Phonely. The platform handles FAQs, books meetings, and interacts with customers using your staff’s voice and style, so every call feels personal and professional.

Lifelike Voices

Add a personal touch to every customer call. Phonely’s natural-sounding voice technology speaks with warmth and confidence, just like your best in-house agents. Customers feel heard, and that comfort cultivates trust from the first sentence.

Product-Specific Queries

Phonely dives deep into your product catalog. It answers service questions with laser focus, delivering on-brand responses that tap into your team’s expertise and keep satisfaction levels high.

Intelligent Business Journals

Get ahead of the competition with AI summaries that dissect call trends and customer journeys. Phonely turns chat data into precise, actionable insights—your secret playbook for fast growth.

Smart Test Pilot

Perfect every customer interaction by testing messages and call paths in real time, so your center always delivers winning experiences.

Sales Profiling Laboratory

Boost revenue and loyalty by mining voice data. Phonely uncovers buyer preferences, micro-moments, and subtle buying signals that your team can use to refine offers and close more deals.

Unified CRM Arch

Integrate Phonely with Salesforce and top CRMs in a single step. Each conversation is tagged, stored, and made instantly usable by agents, so no insight is ever lost.

Ready to get started?

Phonely can integrate with Salesforce. Accelerate service, sharpen agent focus, and instantly lift customer satisfaction. Start today.