Mobile2CRM
The Ultimate Solution
All In One
Our platform flawlessly logs all your calls and messages into your CRM, ensuring no detail is overlooked.
Unlock the power of AI-driven transcriptions and summaries for instant insights.
We seamlessly integrate with all major CRM systems, guaranteeing organized and easily accessible data.
Elevate your client management to new heights today! With Mobile2CRM, effortlessly record all calls and business messages, seamlessly transferring them to your CRM system once the issue is resolved.
Once linked to the CRM system, access the call history of your customers with ease, including call duration, time, call status, and free text for important notes. Our service is tailored to all relevant and common CRM systems in the market.
AI customer relations
Let the artificial intelligence tool summarize every conversation for you with the important points, and be up to date on your situation with every existing customer. In today’s era mobile to CRM if it is possible.
- Get a full transcript of the call and summarize.
- Analyze the information for insights about a particular customer.
- Let your sales team focus on other things instead of memorizing customers’ info.
- Find out how all the info you’ve made can be used for you in the next conversation.
Mobile2CRM – Retain records and fully comply with data retention regulations for business use of cell phones
Legislation mandating cell phone call recording in the US and EU is accelerating and the need to record cell phone communications including voice, text, WhatsApp etc. is becoming a regulatory must.
European and British financial organizations were the first to actively seek a fully compliant one-stop solution, but are definitely followed closely by US bodies such as the FDIC, SEC, FINRA and others, and in other industries as well – HIPAA in the case of healthcare, or MiFID II compliance which is enforced as of this coming year.
Most current solutions for that are workarounds, and certainly cannot differentiate business calls from private ones. Whether it is implemented through call conferencing to a recording service, works only for VoIP calls, or simply conducting the call on speaker and using the handset’s voice recorder – the bottom line is that a cellular-native solution that works intuitively and can differentiate business calls from private ones is currently available only from Mobile2CRM. Read on.
In more and more areas, the regulator now mandates that transactional business calls are recorded and stored – to protect both clients and service providers alike. For example, Companies in highly regulated verticals such as financial services and insurance, as well as healthcare often need call recordings as means to prove their good conduct in cases of a HIPAA, legal, financial, or taxation concern raised by a regulatory agency, or client/customer legal disputes.
For many reasons – for example the fact that no sales or field service or support person really remembers all the details of a call made or received using their cell phones, and even when they do, they rarely have the time (or inclination…) to document the calls details and outcome into the CRM.
Business calls over landlines are captured into CRMs for decades already, but since up to 60% of business calls these days are conducted using cell phones, you stand to lose the value of that 60% unless captured and logged through your CRM.
Yes, it is – for quite a few reasons. VoIP communications (voice over internet) is still inferior to native cellular network calls in terms of quality, reliability and coverage. Business calls that get disconnected in mid-sentence, with words omitted, noise, or simply intermittent coverage outside the big metro-areas are a serious pain. Moreover, VoIP calls are automatically disconnected when a real call is incoming. Cellular calls are still the more reliable and appropriate means for business – and they can be recorded now too!
