Call Tracker for Workbooks CRM

Call Tracker - the easiest way to save your phone calls to Workbooks CRM


Call Tracker for Workbooks CRM is a mobile app intended to transfer data from smartphone into Workbooks. It is exactly what you need if you want to track calls duration, add your comments, create rules for tracking, add voice notes. It also lets you work with separate Contact or Lead: create and edit info.


The app is able to work offline and pending activities will sync automatically when the Internet connection is restored.



How it works

1. Make or receive a call on your Android smartphone

2. App automatically saves call info into CRM (who called, date, call duration)

3. After the call ends you can choose to save it into your CRM

3.a. You can set up rules for certain contact – always save or never save into a CRM

4. Done. Your call is saved into your connected CRM. You can also add notes (or voice notes) to the saved call


Tracks incoming and outgoing calls as Tasks in Workbooks CRM

Creates rules to enable automatic call tracking for Contacts

Adds unknown phone numbers with proper information(first, last name, company) to your phone

Attaches calls to the following records in Workbooks CRM: Account, Contact and Lead

Allows you to add voice notes

Adds calls to your Call Log

Provides you an opportunity to create planned activities and set a reminder for them

Track calls offline - pending activities will sync automatically when the Internet connection is restored


1 Month Subscription

3 Months Subscription

6 Months Subscription

1 Year Subscription

Unfortunately terms and conditions of Apple prohibit apps to use and pass personal data (call details) to third parties. So, iOS version is not available for an undefined period.

The iOS version is under development process. Please fill in the form, so we could notify you when the application will be available. Your request can raise the priority of your CRM.

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