CALLSYNC FEATURES

Your calls.
Fully connected.

Explore what you can do on the dashboard and Android app—from tracking a call to following up with the full context.

FOR THE WHOLE TEAM

One workspace for every conversation.

Find the call, understand the customer, and give the next person the context they need.

01
Dashboard

A clear daily overview

Start with the activity and conversations that need attention.

  • Call activity

    Daily activity charts and call totals for the selected date range.

  • Team at a glance

    Connected conversations, talk time, and employee activity.

  • Follow-up context

    Missed-call attention and frequently contacted customers.

  • Setup progress

    A guided checklist for getting the workspace and phones connected.

CallSync / A clear daily overviewSunrise Realty

Today at a glance

Last 7 days
Total calls144
Connected94
Talk time6h 42m
Missed calls30
Call activityThis week
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Needs a follow-up
NK
Neha KapoorMissed call · Today
RS
Rohit SharmaMissed call · Today
Team dashboardIllustrative preview
02
Dashboard

Searchable call history

Bring eligible Android SIM calls together across your team.

  • Call details

    Incoming, outgoing, missed, and unconnected attempts, with time, duration, employee, and phone.

  • Search & filters

    Find numbers and notes; combine date, employee, label, duration, recording, and review filters.

  • Notes & review

    Edit individual call notes and mark conversations reviewed.

  • Your table, your way

    Choose, reorder, and resize columns; customise call-type chips and save preferences.

  • Spreadsheet exports

    Export the filtered call list as CSV or Excel.

CallSync / Searchable call historySunrise Realty

Calls

Last 7 days
All calls 144Incoming 54Outgoing 60Missed 30
ContactCallEmployeeRecordingCall note
AMArjun MehtaOutgoing4m 32sSneha Iyer4m 32sSend the revised quotation.
NKNeha KapoorMissed—Rahul VermaNo recordingCall back this afternoon.
RSRohit SharmaIncoming2m 18sPriya Sharma2m 18sSite visit confirmed.
Team dashboardIllustrative preview
03
Dashboard

The customer’s full context

Keep lasting customer details alongside individual conversations.

  • Contact history

    See the calls, activity totals, and available recordings for a number.

  • Names, notes & labels

    Edit a contact’s name and person note; organise customers with shared labels.

  • Quick actions

    Call a number or open its WhatsApp conversation from the contact panel.

  • Review & archive

    Review a contact’s calls together, archive or restore a contact, and find archived history.

CallSync / The customer’s full contextSunrise Realty

Customer history

Workspace
AM
Arjun MehtaCustomer · Work number
InterestedSite visit
PERSON NOTE

Looking for a 3-bedroom home near the office.

CallWhatsApp
Conversation history3 calls
Today

Send the revised quotation.

Earlier conversation

Site visit planned for Friday.

Earlier conversation

First enquiry about the property.

Team dashboardIllustrative preview
04
Dashboard

Reports that lead to action

Understand workload, missed opportunities, and your busiest times.

  • Team performance

    Compare call activity, connected conversations, and talk time by employee.

  • Missed opportunities

    Inspect missed-call and callback status, then open the customer’s history.

  • Busy hours

    See call volume by hour and weekday in the activity heatmap.

  • Filtered report exports

    Choose a date range and employee, then export report data as CSV or Excel.

CallSync / Reports that lead to actionSunrise Realty

Team performance

Last 7 days
Team performanceMissed opportunitiesBusy hours
Connected conversations by employeeLast 7 days
Sneha Iyer
38 calls · 2h 41m
Rahul Verma
31 calls · 2h 05m
Priya Sharma
25 calls · 1h 35m
Team dashboardIllustrative preview
05
Dashboard

Recordings with the right call

Review audio uploaded from supported phone recordings.

  • Call-linked playback

    Play available recordings from calls and customer history.

  • Continuous audio controls

    Pause, seek, and change playback speed in the dashboard audio player.

  • Recording visibility

    Filter for calls with or without audio and see it in the contact history.

CallSync / Recordings with the right callSunrise Realty

Call recording

Workspace
AM
Arjun MehtaSneha Iyer · Outgoing · 10:38 AM
Recording available
0:48 / 4:321×
CALL NOTE

Send the revised quotation.

Team dashboardIllustrative preview
06
Dashboard

AI analysis for your recordings

Recover the useful details without replaying every minute.

  • Transcripts & summaries

    Read the conversation and its main points from an uploaded recording.

  • Suggested updates

    Review suggested notes and labels, and apply useful changes individually.

  • Manual & automatic analysis

    Analyse a selected call or enable analysis for new recording uploads.

  • Analysis history

    Track completed, queued, processing, and failed analyses; retry where available.

  • Credit management

    See the available balance and add audio-analysis credits.

CallSync / AI analysis for your recordingsSunrise Realty

AI analysis

Analysis complete
Transcript
Customer · 00:12

Could you send the updated quotation before our site visit?

Team member · 00:19

Yes, I’ll send it today. We can meet at the property on Friday.

Summary & suggestions

The customer requested a revised quotation and discussed a Friday site visit.

SUGGESTED CALL NOTE

Send the revised quotation before Friday’s visit.

QuotationSite visit
Review suggestions before applying
Team dashboardIllustrative preview
07
Dashboard

Connect and manage your team

Keep people, phones, and business sharing settings organised.

  • Personal pairing codes

    Add a person and share their Connect phone instructions.

  • Phone visibility

    Check the linked phone model, sync status, last check-in, Android version, and battery level reported at sync.

  • Device management

    Request a sync, unlink or replace a phone, and manage team membership.

  • Membership & history

    Remove a person while retaining history, or choose the separate deletion of their stored data.

  • Separate phone services

    Control call tracking, recording upload, and names/notes/labels sync.

  • Employee permissions

    Manage whether a person can change SIM, start date, pause, exclusions, recording folder, or disconnect settings.

CallSync / Connect and manage your teamSunrise Realty

Your team

Workspace
Team memberConnected phoneLast syncServices
SISneha IyerSamsungAndroid · Work SIMJust now
CallsRecordings
RVRahul VermaOnePlusAndroid · Work SIM2 minutes ago
CallsRecordings
PSPriya SharmaPixelAndroid · Work SIM5 minutes ago
CallsRecordings
Team dashboardIllustrative preview
08
Dashboard

Recording storage you can manage

See what uses space and retain the audio you need.

  • Capacity & usage

    View stored recording usage against the workspace’s capacity.

  • Storage breakdowns

    Inspect recording counts and space by employee, month, or date.

  • Scoped cleanup

    Delete selected recording scopes while retaining call details, notes, and labels.

CallSync / Recording storage you can manageSunrise Realty

Recording storage

Workspace
RECORDING STORAGE
6.4 / 10 GB
64% used3.6 GB available
Usage by employeeThis month
Sneha Iyer2.8 GB
Rahul Verma2.1 GB
Priya Sharma1.5 GB
Team dashboardIllustrative preview
09
Dashboard

Personal boundaries across the workspace

Keep specified personal numbers out of business tracking.

  • Workspace exclusions

    Add, search, and manage numbers the team should not track.

  • Existing-history controls

    Review and erase stored logs and recordings for excluded numbers when needed.

  • Archive separately

    Hide a contact from default views without confusing that with a tracking exclusion.

CallSync / Personal boundaries across the workspaceSunrise Realty

Excluded numbers

Workspace
Personal numbers
HomeExcluded
FamilyExcluded
Personal contactExcluded

Keep personal calls personal.

Specified numbers stay out of future business tracking.

Previously synced history has a separate deletion control.
Team dashboardIllustrative preview
10
Dashboard

Plans, account, and everyday settings

Manage the workspace as the team grows.

  • Flexible capacity

    Add phones or recording storage, manage API access, and renew or plan the next term.

  • Billing details

    Manage billing country, address, and optional India GST details.

  • Sign-in & sessions

    Use the available sign-in methods, set or change a password, and sign out all devices.

  • Appearance & help

    Choose light, dark, or device theme and reach setup and support guides.

CallSync / Plans, account, and everyday settingsSunrise Realty

Workspace settings

Workspace
Workspace capacity
Connected phones5 phones
Recording storage10 GB
Billing detailsOrganisation profile
Account & preferences
Sign-in & securityManage sessions
AppearanceDevice theme
Help & supportSetup guides
Team dashboardIllustrative preview
ON YOUR PHONE

Useful before, during, and after the call.

Keep conversation context close, manage your own call history, and connect agreed work data to the team.

11
Android app

Your calls and contacts, organised

Find the conversation you need on the device you already use.

  • Local call history

    Browse incoming, outgoing, missed, and other call outcomes recorded by your phone.

  • Search & filters

    Narrow calls and people by date, SIM, call type, labels, review, and other available filters.

  • Contact context

    Keep names, person notes, individual call notes, and labels with the relevant number.

  • Starred people

    Save frequent or important contacts to the Starred view.

  • Review status

    Mark calls reviewed; with business sync, review a contact’s calls together.

CallSync9:41

Calls

All callsMissedStarred
AM
Arjun MehtaOutgoing · Work SIM
4m 32s
NK
Neha KapoorMissed · Work SIM
—
RS
Rohit SharmaIncoming · Work SIM
2m 18s
CALL NOTE

Send the revised quotation.

Find the conversation

Search, filter, star, or review a call without leaving the phone.

THE NEXT ACTION

“Send the revised quotation.”

QuotationFollow up
Android appIllustrative preview
12
Android app

Calling with context

Use the call actions that fit your phone and preferences.

  • Dialer & quick calls

    Dial a number, paste one, or use quick call buttons in lists.

  • SIM & call behaviour

    Choose available SIMs and whether a call action starts immediately or opens the dialpad.

  • Phone links & default dialer

    Offer CallSync for number links and use the default-phone-app option where supported.

  • WhatsApp shortcuts

    Open a contact in your preferred installed WhatsApp app.

CallSync9:41

Dialer

+91 98765 43210
123456789*0#
Work SIM

Your usual number

Open the dialer, pick a SIM, and call from your own Android phone.

Preferred SIMWork SIM
Call actionDirect call
WhatsApp shortcutYour installed app
Android appIllustrative preview
13
Android app

Caller details and timely reminders

Keep the context visible while it is useful.

  • Caller ID overlay

    Show saved names, notes, and labels during calls when overlay access is enabled.

  • After-call reminders

    Receive a prompt to add details after the call ends.

  • Reminder rules

    Choose new or saved callers, and rules for missing names or notes.

  • Custom caller lookup

    Look up caller information through your own configured CRM or spreadsheet connection.

CallSync9:41

Caller details

AMArjun MehtaCustomer · Site visit
PERSON NOTE

Looking for a 3-bedroom home.

How did the call go?Add a call note while it’s fresh.

Context when it counts

See saved caller details during a call and add a note afterwards.

Caller ID overlayEnabled
After-call reminderEnabled
Remind forMissing call notes
Call contextAfter-call note
Android appIllustrative preview
14
Android app

Attach and review phone recordings

Bring saved audio alongside the matching call.

  • Recording folder

    Grant folder/audio access and match available recordings to calls.

  • Manual sharing

    Share a saved recording from the calling app into CallSync.

  • Recording-share reminders

    Use the available reminder for manual sharing on supported calling-app setups.

  • Playback & sharing

    Play attached audio, change playback speed, and share a recording file.

  • Recording troubleshooting

    Check audio access and scan for missing recordings.

CallSync9:41

Recording

AM
Arjun MehtaOutgoing · 10:38 AM
0:48 / 4:321×
Recording sourcePhone folder
Matching callAttached

Audio beside the call

Match saved recordings from a folder, or share a file into CallSync.

Saved audioMatching call
Android appIllustrative preview
15
Android app

Your own calling reports

Understand activity directly on the phone.

  • Activity & connections

    View totals, unique callers, talk time, and connection or answer rates.

  • Duration & caller insights

    Explore duration breakdowns, frequent callers, and long conversations.

  • Time patterns

    Inspect weekday activity, busy hours, daily averages, and available period comparisons.

  • Notes, labels & coverage

    See reviewed calls, note and label activity, and recording coverage.

  • Export & drill down

    Filter the report, open its calls, and export CSV data.

CallSync9:41

Reports

Calls32
Talk time1h 42m
Connected24 calls
Unique callers18

Your day, in focus

Explore talk time, connections, frequent callers, and activity patterns.

Activity patterns
Frequent callers
Notes & review coverage
Android appIllustrative preview
16
Android app

Business sync, with clear controls

Connect the phone to the intended business and keep uploads moving.

  • Workspace pairing

    Link with your team member’s pairing code and check the business identity.

  • SIM & start date

    Choose the eligible work-call scope where your organisation allows it.

  • Data to share

    Separate call details, recording uploads, and names/notes/labels sharing.

  • Sync visibility

    See activity and pending recording uploads; run Sync now when needed.

  • Recovery tools

    Retry failed recordings, re-upload eligible call details, and refresh contact metadata.

  • Upload preferences

    Manage recording uploads over Wi-Fi or mobile data within organisation rules.

CallSync9:41

Business sync

CONNECTED WORKSPACE

Sunrise Realty

Last synced just now
Call detailsEnabled
Recording uploadsEnabled
Names, notes & labelsEnabled
Call details up to date

Phone → workspace

See what is shared, check pending uploads, and sync when you need to.

Call detailsEnabled
Recording uploadsEnabled
Names, notes & labelsEnabled
Android appIllustrative preview
17
Android appPersonal app mode

Personal backup, restore, and export

Keep your personal app data portable.

  • Google Drive backup

    Connect Drive, enable daily backups, and optionally include linked recordings.

  • Drive restore

    Merge the latest backup into the phone, including available backed-up audio.

  • JSON files

    Save or restore calls, contacts, notes, and labels using a CallSync backup file.

  • Spreadsheet export

    Save call data as CSV for Excel or Google Sheets.

CallSync9:41

Backup & restore

Personal app mode
Google DriveConnected
Daily backupEnabled
Include recordingsOptional
Latest backup available

Keep your data portable

Back up to Drive, restore a backup, or export a file in personal app mode.

Google DriveConnected
Daily backupEnabled
Include recordingsOptional
Android appIllustrative preview
18
Android app

Privacy, preferences, and support

Choose the boundaries and settings that fit your phone.

  • Personal exclusions

    Stop tracking a number or hide it from lists using the relevant control.

  • Tracking preferences

    Select the SIMs and history range; pause or change business tracking where your organisation permits it.

  • App access

    Review Android permissions and the available third-party CRM access setting.

  • Theme & local data

    Choose light/dark/device theme, clear local app data, or request account deletion.

  • Setup & diagnostics

    Review setup, troubleshoot phone permissions, check app information, and share diagnostic logs with support when needed.

CallSync9:41

Privacy & settings

Work SIMSIM 2
Personal exclusions3 numbers
App themeDevice theme
EXCLUDED NUMBERS

Home · Family · Personal

Your phone, clear boundaries

Manage exclusions, permissions, and preferences within your organisation’s controls.

Work SIMSIM 2
Personal exclusions3 numbers
App themeDevice theme
Android appIllustrative preview
BEYOND THE DASHBOARD

Connect calls to the tools you use.

Retrieve records, react to events, or ask an assistant about the workspace.

19
Connections

REST API & access management

Build a custom connection to your own tools.

  • Workspace API key

    Create, copy, and regenerate the organisation’s key.

  • Data access

    Retrieve available workspace records for custom workflows and reporting.

  • Request visibility

    Inspect recent authenticated API and app requests.

CallSync / REST API & access managementSunrise Realty

API & apps

Workspace
Workspace API key
cs_••••••••••••••••••••••
CallSync recordsYour workflow
Authenticated access to your workspace data
Recent requestsStatus
Call records200 OK
Contacts200 OK
Team activity200 OK
Team dashboardIllustrative preview
20
Connections

Event webhooks

Send call activity to an HTTPS receiver.

  • Event selection

    Subscribe to call logs, recording updates, AI outcomes, and contact updates.

  • Endpoint controls

    Create, edit, enable, disable, and remove destinations.

  • Testing & delivery history

    Send test events, inspect results, and verify signed deliveries in your receiver.

CallSync / Event webhooksSunrise Realty

Webhooks

Workspace
Selected events
Call logged
Recording updated
AI analysis completed
Contact updated
Your HTTPS receiverEnabled
https://your-app.example/events
Latest deliveryDelivered
SignatureVerify in receiver
Team dashboardIllustrative preview
21
Connections

ChatGPT, Claude, and other assistants

Ask questions about available CallSync workspace data.

  • Authorised connection

    Connect through the supported remote server and sign-in flow.

  • Conversation-level context

    Use an assistant to explore the workspace records it has access to.

  • Connected-app controls

    Review authorised applications and revoke access when needed.

CallSync / ChatGPT, Claude, and other assistantsSunrise Realty

Connected assistants

Workspace
ChatGPTClaudeCallSync
Which customers need a callback today?
Start with these conversations

Neha Kapoor — missed call this morning.
Rohit Sharma — follow-up note on the latest call.

Team dashboardIllustrative preview
GOOD TO KNOW

Built around your actual setup.

Your Android phone and work SIM

The business tracking workflow uses supported Android phones and SIM calls. Your team keeps its existing numbers and usual calling habits.

Recordings from your calling app

CallSync attaches and uploads audio your dialer creates. Folder access or manual sharing depends on the phone and its calling app.

Controls agreed with your organisation

Work SIM, start date, exclusions, uploads, and pause options depend on the permissions your organisation enables for you.

The capacity your workflow needs

Recording storage, API/webhooks, and AI credits are optional additions. Personal Drive and file backups belong to personal app mode.

PUT IT TO WORK

Connect your team’s next workday.

Start with the phones you already use.

Start free trial See pricing

Check phone compatibility

Call tracking and recording have different requirements. Check the phones your team uses.

Android 7 or later. Phone model, region, and recording settings matter. Regular SIM calls only; WhatsApp calls aren’t tracked.