Stay on the line when it matters most with Pipedrive’s updated Caller feature. Now you can choose to make a call from your Pipedrive desktop program or your smartphone quickly and easily.
Caller, which is available to customers on our Professional plan, allows you to make calls directly from the web or through a smartphone, allowing for fast call tracking, recording and insights all in one place: your Pipedrive account.
Sales professionals need to be flexible with their time and stay contactable whether they’re at their desk or on the move.
We’ve updated Caller so that you can choose to make your live calls from your desktop or your smartphone.
There are many scenarios when you might need to choose between your phone and your computer for a call:
Thanks to the new ability update, you can do all this and more.
Pipedrive Professional and Enterprise users don’t even need the Pipedrive mobile app to start using Caller.
If you want to transfer a call to your smartphone you just choose the deal or person to reach out to and then select the option to make the call on your mobile. Your mobile will then ring and when you pick it up it will connect you directly with the deal or person.
Even though the call is made through your phone, it will be charged to your Caller account and not to your phone contract provider.
We’ve also changed some of the functionality of Caller and how it will appear to users in Pipedrive.
Caller users will have:
We’ve added a new top-up system to Caller.
Now you can add any amount to your Caller credit at any time and it’s there to be used until it runs out. This means that you can top up whenever you see your credit amount getting low, or you can add a set amount at the start of every week, month or quarter, giving you greater control over your budget.
Not a Pipedrive customer? You can trial Pipedrive and Caller for free on the Professional account for 14 days.
This article was published on March 16, 2020 Product descriptions were correct at the time of publishing.
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