Divert calls to responsible employees. Click-to-call from your CRM. Listen to call recordings.

Communicate with leads, Manage my accounts, Support my customers

App screenshot

Description

CallGear is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate CallGear with other analytic tools.

CallGear is ideal for 🎯

  • Consulting and professional training
  • Real estate
  • Сar dealerships

With CallGear you can💡

  1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
  2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
  3. Save money by using CallGear Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine CallGear and Pipedrive? 🤜🤛

With CallGear your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

Installation instructions

New users:

  1. Choose Get Demo for a CallGear account
  2. Our sales rep will contact you and create an account
  3. To integrate your CallGear account with Pipedrive follow the steps below

From CallGear:

  1. Log in, click on "Administrator" in the top right corner, navigate Account > Integrations
  2. Find the Pipedrive logo and click on "Enable"
  3. Check permissions and click "Allow and Install"
  4. Set integration options:
  • Initial call processing rules
  • Visibility of created entities
  • Click-to-call number
  1. Start calling your contacts and watch your call activities in the Pipedrive

From Pipedrive Marketplace: (make sure that you're logged in CallGear account)

  1. Click "Install Now"
  2. Confirm with "Allow and Install"
  3. Set integration options:
  • Initial call processing rules
  • Visibility of created entities
  • Click-to-call number
  1. Start calling your contacts and watch your call activities in the Pipedrive

Enable click-to-call (highly-recommended):

  1. Install CallGear Pipedrive Chrome extension
  2. Enable click-to-call in the extension settings
  3. Make sure you have a softphone installed on your PC (CallGear or any other)
  4. You can now make calls by clicking the number

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