Contact management with the full context.
Keep names, phone numbers, email, company details, labels, and notes with each contact. Open the lead profile when you need the detail.
Sales CRM.
Every lead, a next step.
Keep contacts, call history, lead notes, and follow-ups together. CallSync Sales CRM helps you pick up the conversation and move it forward.
Contacts & pipeline Calls & lead context Tasks & calendar
BUILT AROUND THE LEADFrom the first call
From the first call
to the next follow-up.
Know where the lead stands, what has happened, and what you need to do next.
A pipeline that shows where leads stand.
Move contacts into your sales pipeline and set their stage and priority. Search and filter the list to focus on the leads that need attention.
Call history beside your sales activity.
Review incoming, outgoing, and missed calls in a contact’s timeline. Listen to linked recordings when they are available in your CallSync workspace.
Lead notes that stay with the conversation.
Keep requirements, budget, source, and sales notes in the lead profile. Review previous interactions before the next conversation.
Follow-up tasks with a clear next step.
Create calls, meetings, emails, follow-ups, and to-dos. Set a due date and time, record the response when completed, or reschedule when plans change.
Your tasks, organized by day.
Use the calendar to plan your work. Review overdue, pending, and completed tasks so you can see what needs doing and what has already been handled.
A SIMPLE SALES WORKFLOWKeep the context.
Keep the context.
Keep things moving.
A contact, a conversation, and a clear next action.
- 1
Keep the lead together
Add the contact, capture the requirement, and choose a stage and priority.
- 2
Review the conversation
Open the lead timeline to see calls, notes, tasks, and recent updates.
- 3
Plan the next step
Schedule a follow-up, check your calendar, and record the outcome after it is done.
YOUR PROCESS, ORGANIZED
Sales stages that fit your work.
Customize stages, priorities, segments, and sources. Keep your pipeline focused on active leads while retaining the wider contact list.
Stage
Where the lead stands
Priority
What needs attention
Segment
How you group leads
Source
Where the enquiry came from
FOR SALES THAT START WITH A CONVERSATIONA CRM for people
A CRM for people
who work on the phone.
Keep the details useful when your day depends on speaking to customers and following up.
Salespeople handling calls
Return to each lead with the previous conversation and next action in view.
Property agents & consultants
Keep requirements, budget, lead source, and meeting follow-ups organized around the person.
Small sales teams
Use consistent stages, priorities, segments, and sources to keep lead information easier to understand.
QUESTIONS ABOUT SALES CRM
Before you open your pipeline.
Need help with your sales account or setup?
Contact CallSyncWhat is CallSync Sales CRM?+
CallSync Sales CRM is a web app for managing contacts, sales pipeline stages, lead notes, tasks, and follow-ups. It brings available CallSync call history into the contact timeline.
How do call history and recordings appear in the CRM?+
The CRM shows call records available in your CallSync workspace for the contact’s phone number. A recording can be played when it is linked and available. Your phone must be connected and configured for the relevant syncing; CallSync does not record calls itself.
Can I customize sales stages and lead categories?+
Yes. The CRM has settings for stages, priorities, segments, and sources so you can organize leads around your sales process.
Can I schedule follow-ups and meetings?+
Yes. Create a task linked to a contact, choose its type, and set a due date and time. Tasks can be reviewed in the tasks list and calendar, completed with a response, cancelled, or rescheduled.
How do task reminders work?+
Browser reminders can alert you when a pending task reaches its configured reminder time. Keep the CRM open and allow browser notifications for desktop alerts.
How do I get access?+
Select Get invitation and submit your email address and company size. We’ll save your request and follow up about Sales CRM access.
CALLSYNC SALES CRM
Pick up where the conversation left off.
Request an invitation for your company to get started with Sales CRM.