Calls management

📞 Call Management in 3sigma CRM

Manage all your calls like a pro—track, record, analyze, and convert leads with ease. The 3sigma app gives you powerful tools to stay organized and close more deals.

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1. 📋 Complete Call Logs

See your full call history, automatically organized with:

• Names and numbers synced from your phonebook or CRM

• Caller ID to identify incoming and outgoing calls—even unknown ones

• Quick access to past interactions

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2. 🆕 Add Leads Instantly from Anywhere

Just finished a call? Add the number as a new lead directly:

• From your call log

• After an incoming or outgoing call

• From any screen with our quick-add option No lead slips through the cracks.

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3. 🔄 Manage & Follow Up with Ease

From your call logs, you can:

• Call or WhatsApp leads in a tap

• Add notes or tags

• Schedule follow-ups immediately

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4. 🎙️ Call Recordings (Beta)

Track conversations accurately with automatic call recordings (Android only).

• Recordings are synced from your phone (if permissions are granted)

• View the last sync time and playback from the lead’s profile

• Please note: It may take 2–3 days for recordings to appear

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5. 📊 Telecaller Performance Reports

Track team and individual productivity with:

• Total calls made

• Answered calls

• Average talk time Make data-driven decisions to improve your sales performance.

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6. 🛠️ Automatic Activity Logging

No need to enter anything manually. All call activities are:

• Logged automatically in each lead’s timeline

• Linked with the caller info for future reference

• Synced across your team in real time

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7. 🚀 Auto-Dialer for Back-to-Back Calls

Boost productivity with our built-in Auto-Dialer:

• Call multiple leads without delays

• See lead info during the call for context

• Save time, stay focused, and close faster

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🔒 Your Privacy Matters

• Only you can view your personal call logs

• No personal data is exposed to your team

• Call entries are auto-logged, but your privacy is always respected

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⚠️ Important Notes

• Permissions Required: Enable call log, contact, and storage permissions for full functionality

• Call Recording Sync: May take 2–3 days to appear—feature is in beta

• Duplicate Leads: Each version will reflect accurate call history

• Caller ID: Works on both incoming and outgoing calls to help identify unknown numbers

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Let 3sigma handle your calls, logs, follow-ups, and recordings—so you can focus on closing deals, not managing data.

Important Notes

• Permissions Required: To use the call log feature, ensure that you grant the app the necessary permissions to read call logs. Without this permission, the feature will not function properly.

• Sync Time: Please be patient as it may take some time to sync call logs. We're continuously working to improve synchronization speed.

• Privacy: All call logs are private and only visible to you, ensuring easy management and confidentiality. Only call entries are automatically logged, minimizing errors and missed entries.

• Duplicate Leads: Be aware that duplicate leads will have call entries created in them, maintaining a clear record of interactions.