Phone calls from your CRM: click, talk, and it is logged

The Call button appears wherever you look at a person with a phone number:

• On every pipeline card

  A call icon on each deal card that has a phone. Working down the Showed up column is a row of clicks, and the call is tied to that deal.

• On the contact page

  Next to the phone number. If the person has one open deal the call goes on it; if they have several, you pick which one when you wrap up.

• In the deal drawer

  Open a deal and call from its details. The drawer also shows the latest three calls on that deal: how each went, who made it and when.

• From the call log

  Call back anyone who did not answer, straight from the list.

When you click Call, your browser asks for the microphone, joins a private call, and Webinly rings the number over a SIP connection to your phone line. The person hears a normal phone call. You talk through your headset or laptop, with Mute and Hang up on screen.

If the call does not go through, the screen says why in plain words, such as busy, no answer, or a number the line refused, instead of a bare error code. If either side leaves, the call ends, so closing the tab never leaves a phone connected. A single call can last up to an hour.

Your own line, or a Webinly calling plan

Bring a line you already have. Plug in a line from any SIP provider, such as Twilio or Telnyx, with its address, login and caller ID. Calls go out on that line and your provider bills the minutes, as it does today.

Or add a calling plan. A Webinly calling plan is an add-on with a monthly bundle of minutes, so there is no phone provider to set up. Calls to some countries use more than one minute of the bundle per minute talked, and the Calls page lists the countries a plan covers before you buy.

While the phone rings, the call screen shows a box called “Before you talk”: three short lines written by AI from that person’s history, such as how much of the webinar they watched, the question they asked, and how your last call went. Under it are the facts the lines are written from, so you can check them:

• the deal, its stage and its value;
• which webinars they watched, and how much of each;
• the question they asked, and their answers to your form;
• whether they have bought, and where they first came from;
• your last call with them, your last note and any open task.

Nothing in the brief is guessed. When there is too little to say, it says so and shows the facts alone.

A notice in your own voice. Record one sentence, up to 15 seconds, right on the Calls page, or upload a file. That is what the person hears before recording starts. If the notice cannot play on a call, that call is not recorded automatically; the rep says the line and presses Record.

A no means delete. If the person says no partway through, the rep presses “They said no: stop and delete” and nothing is kept.

You choose how long audio is kept. 30, 90, 180 or 365 days, or kept until you delete it. Recordings are stored privately and play only for signed-in teammates who are allowed to see that deal or contact.

Recording rules differ by country and state. Webinly gives you the switches and the notice; which one your calls need is yours to decide.

When you hang up, the call screen asks how it went: We talked, No answer, Left a voicemail, Call back later, Not interested, or Wrong number. Add a note and, if you want, a follow-up for tomorrow, in three days or next week, which lands in your tasks.

The call is written onto the deal once, with its outcome and its length, at the time it happened. It also shows on the person’s timeline and on their company’s page, so whoever picks the lead up next sees every call before theirs.

The call log

One list of every call across the workspace, for the last 7, 30 or 90 days. Filter by calls where you talked, calls that were answered or not answered, or one teammate. The totals at the top and a table per teammate show who is calling and how many of those calls became real conversations. Test calls are left out.

Rolling out means not on every account yet. Incoming calls (your team’s dashboards ring, the first to answer takes it), voicemail with a greeting in your own voice, choosing who a call rings and your opening hours, and answering and placing WhatsApp voice calls from the same Call button are being switched on account by account.

Transcripts are not on yet. A transcript and a written summary of each recorded call are built, and recordings made now can be transcribed once they are switched on.

It is not a dialer for cold lists. There is no power dialer and no automatic dialing of a list, and calls never become text messages. Each call is one click by a person who can see who they are calling.