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Call Wallet delivers productivity and focus by drawing full value from your CRM.
Working with your CRM need no longer be overly complex and time consuming. Important details no longer hard to discover.
Call Wallet makes the most up to date information available immediately.
After a meeting the detail is actionable and available in real time to the rest of the business.
There is no need for separate equipment since CallWallet ensures your mobile phone is an effective business desk phone.
CallWallet free version is here at Apple App Store and here at Google Play.
Please note that CallWallet is a mobile app and unavailable for Desktop.
Simply download, register and link your CRM to experience it for yourself
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Create simple rules
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Easy setup
Set up is easy. The Call Wallet App integrates seamlessly with your CRM and populates the key fields so that you know who you are calling and why.
Easily choose tasks
You choose which tasks will be worked using CallWallet as a scheduler to drive performance while working from home, in the office or while driving
Start and stop work sessions that suit you
Start and stop the session working steadily and effortlessly through work which otherwise would have been falling behind
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Features you’ll love
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Follow Your Existing Workload
Date ranging identifies your existing tasks and carries them over into the app
Workflow
Work current tasks, Leads, Opportunities, Accounts.
Text to Voice – Voice to Text
Completely handsfree control of calls, notes and diary tasks
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Automatically push updates back to your CRM
Convert a voice note where you summarise the call into a note and create ‘next steps’.
Dashboard inclusion – Analytics Integrated Automatically
Call Wallet makes sure that the call and next steps you create is recognised as a piece of work completed that day . automatically keeping your admin in order
Scheduling
Create a list to help drive a productive travel day
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See what CRMs are supported
Visit the Integrations page
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CallWallet will ease your time deficit however that occurs and help you deliver results..
Deliver valuable conversations and free up personal time in the process by using your CRM as the bedrock of your day, then update it seamlessly and contemporaneously.
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Want to learn more about CallWallet?
Book a call below and our product specialist will be able to run you through what this incredible app can do for you.
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The ONLY App that lets you create a focused list which you can autodial later
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Essential Data Pushed Your Way
Ten options for the fields you have a preference for as essential ‘need to knows’ before you start the call.
One Time Set Up then less than two minutes sets up subsequent sessions
Configure on day 1. Subsequently your preferences will be those fields which automatically are brought into the session
No Fuss Set Up
Quickly identify the work you are packing. Date range it to cover that days work, yesterday , one week prior, tomorrows
Checklist Functionality for Rapid Session Building
Simply check or uncheck to have a contact, lead , account or opportunity included or excluded from that session.
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Focus, Focus, Focus – Your CRM Converts Your Mobile Phone to An Effective Business Desk Phone
100% Handsfree – Hear your Key Fields Read Out Before Being Autodialed For You
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Control Your Session Totally Handsfree
Voice commands will prompt your Call Wallet App to read out the next contact you have to make
Key Fields Read out to Remind you why You are Calling
Voice commands let you skip this if you like but if you need a prompt it’s there no matter how many calls you stacked up for yourself
Autodialed
When you are ready the contact telephone number carried over from your CRM is dialled
Call Management
Successful calls are recognised and take you into a session to instruct what goes back into your CRM
Reschedule
If the call goes unanswered or uncontactable – simply try again or key it up for later
Call Wallet Summary Recording
While still fresh in your mind you’ll be asked to voice record a short summary of the call which will be converted to text and pushed into your CRM as a file note
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Download a free version from your mobile phone at Apple App Store or Google Play
Simply download, register and link your CRM to experience it for yourself. Or create unlimited sessions with unlimited contacts to be added by subscribing
No commitment, no obligations.
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