Custom CRM — an agent desktop shaped around your process
Every campaign gets its own CRM form, dispositions and workflow. Calls pop the right record, agents capture structured outcomes, and supervisors see it all in real time — no generic ticketing tool bent out of shape.
- Screen-pop on every call
- Campaign-specific form fields
- Multi-level dispositions
- Callback reminders
Generic CRMs slow agents down
Off-the-shelf CRMs are built for account managers, not for agents taking a call every two minutes. Switching tabs, copying numbers and typing free-text notes costs time on every call and makes reporting unreliable.
A contact-center CRM should know which campaign the call belongs to, show only the fields that matter, and force a structured outcome before the next call.
How It Works
One screen per call
Call connects
The lead's record pops automatically with campaign fields, last remark and call history.
Agent captures
Agents fill campaign-specific fields and choose a disposition and sub-disposition.
Follow-up scheduled
Callbacks, transfers or conversions are recorded and drive the next action automatically.
Features
What's on the agent desktop
Three-column agent layout
Lead details, the active form and history side by side, with a live call bar and status timers.
Form builder
Add, reorder, edit and remove fields per campaign — text, dropdowns, dates and more.
Multi-level dispositions
Dependent disposition trees produce clean, reportable outcomes.
Callback assistant
Reminders pop before a callback is due and can pause, dial and resume the agent automatically.
Recordings & history
Every call recording is linked to the lead, playable by authorised roles.
REST APIs & webhooks
Push leads in and outcomes out to your existing CRM, ERP or BI stack.
Compliance & Security
Data protection by default
FAQ
Common questions
Can we keep our existing CRM?+
Can each campaign have different fields?+
Do supervisors see live activity?+
Is there a mobile app?+
Can we host it on our own servers?+
Get Started
Design the agent screen your team needs
Bring your current form or spreadsheet — we'll map it into a campaign CRM in the demo.