Phone system
A business phone connected to your customers
The phone system in Clientee CRM links every call to a contact. You call from your computer or the mobile app, and a call can be recorded and transcribed, with a short AI summary. Incoming calls are shared among colleagues, and callers you miss get a message. We choose how to connect your number before launch, because availability and text messaging differ by country.
(01) Calls today
What happens to a missed call today
- 01
Calls outside the system
A salesperson calls from their own mobile. Only they know what was agreed, and when they're out sick, nobody can pick up the thread.
- 02
Missed call, lost job
You're at a customer's place and the phone rings. By the time you call back, the caller has booked someone else.
- 03
No notes after the call
Calls come one after another and there's no time to write down what the customer wanted. A week later nobody remembers.
Get every call onto the customer record
Book a free call(02) In the phone system
What the CRM phone system does
- 01/06
Calling from computer and phone
Call a customer with one tap from their record in the CRM. The call is logged in the contact's history.
- 02/06
Incoming call routing
A call rings the right colleague or a whole group. You can offer callers a simple menu where they choose with a keypress.
- 03/06
Recording and transcription
The call is recorded and transcribed. You can look up exactly what the customer said.
- 04/06
AI summary
Instead of listening to the whole recording, read a few lines: what the customer wanted and what needs to happen next.
- 05/06
Text after a missed call
When you can't pick up, the caller gets a message with an apology and a question about what they need.
- 06/06
AI receptionist
After-hours or peak-time calls can be answered by a voice AI that speaks English, German, Czech and other languages and can book an appointment.
How we think about it
A call that isn't logged on the customer might as well not have happened.
(03) Setup
Number, rules and training
- 01
We pick the number
A new local number, porting your existing one, or a connection through a partner phone provider. Some countries need proof of a local business address. We check everything on your number before promising anything.
- 02
We set the rules
Who answers when, what callers hear, where calls go after hours and what goes out after a missed call.
- 03
We train your team
We show you how to call from the computer and the mobile app, and where to find recordings and summaries.
(04) FAQ
Questions about the phone system
01Can I keep my current number?
Often yes, but it depends on the number type, the carrier and the country. The options are a new local number, porting your existing one, or connecting through a partner phone provider. We check this for your number before we promise anything.
02Can I send texts from my business number?
Not always. In some countries voice calls and text messages are handled separately, and it depends on the specific number. We check this in advance and set up the missed-call message to go out the way that works.
03Is call recording legal?
In most of Europe, yes, if you tell callers at the start that the call is being recorded and you have a reason, such as keeping a record of what was agreed. We add the notice to the greeting.
04Can I take calls on my phone?
Yes. The mobile app makes and receives calls through the business number, and the call is logged on the contact just as it is from the computer.
05How does this relate to AI calls?
The phone system is the foundation the calls run on. AI calls build on it: a voice assistant answers incoming calls or calls leads. The AI tells callers it's an AI and that the call is recorded. We've run more than 1,700,000 AI calls in the last 3.5 years.
(06) Contact
Get every call onto the customer record
We'll go through your numbers and show you how the CRM phone system would work for your team.