Call Center CRM Included

Stop paying for separate CRM software. AgentTech includes a complete CRM built specifically for call centers—contact management, interaction history, scheduling, SMS, and more. All at no extra cost.

Included free Dialer-native integration No per-seat CRM fee

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Why Call Centers Need Integrated CRM

Most call centers run two separate systems: a dialer for calling and a CRM for customer data. Agents toggle between applications. Data syncs inconsistently. You pay for both. And neither system knows what the other is doing.

AgentTech eliminates this by building CRM directly into the platform. One system, one interface, one cost. When an agent makes a call, customer data appears automatically. When the call ends, notes and outcomes save instantly. No integration headaches.

Cost Reality: Salesforce, HubSpot, and other CRMs charge $50-150/seat/month. For a 50-agent call center, that's $30,000-90,000/year on CRM alone—on top of your dialer costs. AgentTech includes CRM in the $50/seat price.

CRM Features Built for Call Centers

Everything you need to manage customer relationships

Contact Management

Store customer information, add custom fields, organize by lists or segments. Import from CSV or sync from lead sources.

Interaction History

See every call, SMS, email, and note in one timeline. Agents know exactly what happened before—no asking customers to repeat themselves.

Calendar & Scheduling

Schedule callbacks and appointments. Agents see their calendar alongside dialing. Automatic reminders for follow-ups.

SMS Messaging

Send and receive text messages from within the platform. All SMS conversations logged in customer history automatically.

Notes & Dispositions

Add call notes during or after conversations. Configurable disposition codes for tracking outcomes and follow-up needs.

Automated Workflows

Trigger actions based on call outcomes. Automatically schedule follow-ups, send emails, or update lead status.

The Integration Advantage

When CRM is built into your dialer—not bolted on—everything works better. Here's what native integration means for your agents:

Screen pops – Customer info appears automatically when calls connect
Click-to-dial – Call any contact with one click from any screen
Instant logging – Call recordings and transcripts attach automatically
Single interface – No toggling between apps, no context switching
Real-time sync – No delays, no missed updates, no integration failures

Integrated vs. Separate CRM

Agent Efficiency

Separate: Tab switching, copy/paste

Integrated: All in one view

Data Accuracy

Separate: Sync delays, conflicts

Integrated: Always accurate

Total Cost

Separate: $100-200+/seat

Integrated: $50/seat total