Campaigns and sales
Upload a list of contacts and the phone system calls them for you: it sends them to a module, to an agent already on a headset, or lets agents call one lead at a time from their panel.
An outbound call campaign works through the contact lists you give it: it picks the next lead, calls it from the line you chose and decides what happens on answer. You can limit it to the hours you want and pause it with one click.
There are three modes. Automatic places a fixed number of calls at once and sends whoever answers to a destination, such as an IVR answerer, a queue or an AI answerer. With operator (predictive) paces calls to the free agents and puts whoever answers straight through to one of them, already on their headset. Manual lets the agent press “Call next” and call one lead at a time.
Every lead has its own status (to call, calling, answered, busy, no answer, voicemail, out of tries), its tries and its data: name, address, city, VAT number and six notes. Agents see them during the call and can pass them to your CRM in the link.
When the leads run out the campaign can pause itself and start again as soon as you add more. If your credit runs out it stops and tells you why.
Ten sales agents waste time dialing and listening to unanswered rings. In predictive mode they join the campaign room: the system dials according to who is free and only puts through contacts who answered, with no ringing.
You need to remind hundreds of customers about a deadline. Automatic mode places several calls at once and whoever answers hears a message in an IVR answerer, which can also offer a key to talk to someone.
You collect leads from a web form and want to call them right away. Import the list and send whoever answers to an AI answerer that asks the first questions; interested leads move on to the sales queue.
For sensitive appointments the agent should decide when to call. In manual mode they press “Call next”, read the lead's data and give the outcome; if they use their own softphone, the panel hands the call to it.
Your sales team already works in the company CRM. Set the CRM address: on every call it opens with the lead's number, name and notes, and the outcome is recorded there.
In Marketing › Campaigns choose “Phone campaign”, name it, pick the mode, the line to call from and, if you like, a time condition for the hours.
Create a list linked to the campaign and import contacts from a CSV or Excel file, or paste them. Match each column to a lead field; numbers are checked and saved in international format.
Choose how many calls to place at once, how long to ring, how many times to retry and how long to wait. In predictive and manual mode choose the campaign's agents and where they record the outcome.
Press “Start”: the system calls in the order you chose. The Leads tab shows each one's status and lets you call them again, move them or fix their data; the reports show answers and conversions.
Automatic places a fixed number of calls and sends whoever answers to a module (IVR, queue, AI answerer). Predictive dials according to the free agents and puts whoever answers through to an agent already on a headset. Manual lets the agent call one lead at a time with “Call next”.
From CSV separated by comma or semicolon, from Excel .xlsx, or by pasting the data. You choose which column goes in each field; invalid numbers and duplicates are skipped and counted at the end of the import.
You decide: set the tries (up to 20) and the minutes between them. When tries run out the lead moves to “Out of tries” and you can put it back to call whenever you like.
Yes. In automatic and predictive mode turn on “Skip voicemail and answering machines”: the call ends and the lead is marked as voicemail, so agents only talk to people.
Yes. Choose “External CRM” as the outcome and enter its address: the operator panel opens your CRM with the lead, campaign and call data in the link, at the start or at the end of the call.
The campaign stops and the list shows “Out of credit”. Leads stay where they are and you restart it once you have topped up.
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