Custom Fields

Custom Fields: Transform Your Sales Calls

Custom Fields in your dialer are the key to putting vital information right in front of your sales team. By enriching your calls with custom data from your CRM, you make the most of your gathered customer data. This feature ensures that your resources are utilized effectively, significantly enhancing your sales process.

Empower Your Sales with Customized Information

Custom fields in the dialer revolutionize how your sales team interacts with customers. By directly connecting these fields to your CRM, you provide your team with the right information at the right time. Each business is unique, and a one-size-fits-all solution rarely works. Our highly customizable dialer adapts to your specific needs, offering a personalized experience. Imagine selling marketing automation software to diverse marketing agencies, each with unique service focuses like SEO optimization or paid advertising. Standard fields fall short in providing the necessary details for each call, but custom fields bring this crucial information to your salespeople's fingertips, enhancing their ability to tailor pitches effectively.


Enhance Every Call with Tailored Insights: Custom Fields for Precision Sales and Support

Personalized Communication, Easy Field Setup, Optimized Call Handling, and Crucial Info at Your Fingertips

Customized Approach for Every Call

Custom fields allow your sales team to have detailed information about each customer's specific needs and preferences. This tailored approach leads to more effective communication and better chances of closing deals.

Simple and Efficient Field Creation

Creating custom fields is straightforward and doesn't require extensive time or IT support. Easily accessible through the Admin portal, you can enrich categories, connect to your CRM, and import desired fields. This simplicity enhances your team's productivity and ensures smooth customer interactions.

Optimize Inbound Call Handling

Custom fields are not just for outbound calls. They are extremely effective for support teams handling inbound calls. By incorporating customer preferences or specific queries into custom fields, support agents have immediate access to relevant information, empowering them to provide better service.

Information at Your Fingertips

Equip your sales team with the most relevant information about the organization, deal, and contact they are engaging with. This immediate access enables them to adjust offers dynamically and find new ways to influence decision-making during the call, without the need to switch between different applications or resources.

Try out the channels that truly engage

Channels are not created equally. You might discover that one is working better for your prospects or customers than other. We hand-picked channels and their combinations to deliver the percentage of engagement you can close your quota with.


Custom Fields

What are Custom Fields in

Custom Fields allow you to enrich calls with additional CRM data, providing deeper insights into your callers directly within the Web Phone interface.

How many custom fields can I add?

You can add up to three custom fields per enrichment to display additional data about the caller, enhancing the call experience.

What types of information can be displayed through Custom Fields?

Information such as LinkedIn profiles, email addresses, and labels can be displayed, pulling directly from your CRM to the Web Phone during a call.

How do I set up Custom Fields in

Custom Fields are set up in the Admin Portal. You need to log in, navigate to Contact Enrichment, and follow the steps to sync fields from your CRM.