Knowledge BaseFeaturesCallerHow can I make calls ...
For salespeople, an efficient calling workflow is essential for saving time and reaching targets. Pipedrive offers several options for you to easily make calls from the web app or on the go with our Mobile App.
Pipedrive's built-in Caller feature enables you to make, record and store calls directly from the Pipedrive web app by clicking on your contact's phone number. Any calls that you make will automatically be logged as activities and are trackable in your reports.
The cost of your calls depends on your location and the location of the receiver. In this article, you can read about Caller rates.
If you use an external app such as Skype, Link, or many other SIP-based phone systems to make your calls, you can do this from Pipedrive by setting up a 'Callto' syntax under your default calling settings. Clicking on your contact's phone number within Pipedrive will prompt the app to open, allowing you to make your call.
If you would like to learn more about the Callto Syntax and how to set it up, you can read this article.
Pipedrive's iOS and Android mobile apps will allow you to make and log calls directly from your mobile device. This gives your team the ability to make calls on the go and speed up your sales process.
IOS
For more detailed information on the specific functionality and settings of the IOS app, you can read this article.
Android
For more detailed information on the specific functionality and settings of the Android app, you can read this article.
Web-to-mobile allows you to start a call on your mobile device directly from your Pipedrive web app, with just a few clicks.
In order to use our Web-to-mobile feature, you will need to have the Pipedrive app installed on your device. Once it is set up, when starting a call you will receive a notification from the Pipedrive mobile app on your mobile device telling you that the call has been initiated from your web-app. Once you click on the notification, you will see the option to continue the call on your mobile device.
For more detailed information on the Web-to-mobile feature, and how to set it up with your device, you can read this article.
The Pipedrive Marketplace also offers phone solution integrations with many third-party apps. Below you can view our most popular marketplace calling solutions.
Most popular apps:
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