Manage, Save and Access Customer Call Records on CRM

Automated Call Logs
Follow-up Scheduler
Call monitoring
Call Recording

Call to Lead

Worksbot's exclusive cloud CRM telephony system automatically logs your call list into the contact database platform and avoids your trouble of manually uploading call data. It also allows you to manually upload your call data, in case you wish to make a call outside the CRM.
Generate tele-leads by calling clients straight from your browser. Integrate the telephony cloud software with third-party applications like Twilio and RingCentral for sending SMS notifications and alerts to the contacts in your database.

Call History

The cloud telephony system records each client's conversation over the call and effectively utilizes it to train your sales reps. It also helps you evaluate and assist your current sales reps and maintain a record of all the conversations to easily identify and nurture your audience.

Call Forwarding

Not at your desk? Not a problem, use the call forwarding feature in cloud telephony solution to attend calls while you are away from your workspace. You can forward calls directly to your mobile phone when you travel or to other landlines if you get caught with busy schedules and require someone else to answer.

Assigning Leads

Make your customers feel at home. Purchase local and toll-free numbers for countries you wish to provide service and assign them to the sales reps you think can best handle clients from that particular country.
Divide your sales reps according to their experience and knowledge of a particular country and train them on local favorites and practices.


Automate follow-ups and send emails within minutes after each call stating the summary of the call along with appointments scheduled, meetings arranged, etc., to keep your customers on the same page. Use our cloud CRM solution to make contextual follow-ups even with unfamiliar customers with the help of a complete call history that includes real-time details about your caller and previously recorded conversations.

Audience Segmentation

The cloud Worksbot CRM telephony solution allows users to segment their contact database depending on age, gender, location, preferences, etc., to offer personalized customer experience. For example, by segmenting your contact database in terms of geography, you can pre-record voice messages in their local language and reach them with personalized welcome greetings.
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