Skip to content
Industries
Distributed Enterprises
Healthcare
Schools
Restaurants
Retail
SMBs
UCaaS Services
Features and Plans
Simple Intelligence
Caller Insight
POTS Replacement Solution
Microsoft Teams Integration
Applications and Custom Solutions
Call Center
About Us
Meet the Team
Contact Us
Blog
Customer Login
Admin Portal
User Portal
Billing Center
Support Center
menu_list [#333333]
Created with Sketch.
Menu
Industries
Distributed Enterprises
Healthcare
Schools
Restaurants
Retail
SMBs
UCaaS Services
Features and Plans
Simple Intelligence
Caller Insight
POTS Replacement Solution
Microsoft Teams Integration
Applications and Custom Solutions
Call Center
About Us
Meet the Team
Contact Us
Blog
Customer Login
Admin Portal
User Portal
Billing Center
Support Center
Get a FREE Consultation
Account Check In – Hubspot
Account Check In – Hubspot
Hidden
Hubspot User ID
(Required)
Hidden
Company ID
(Required)
To be used to guide the caller. When complete, please complete the open task for this activity and schedule any follow ups, open a ticket or create a deal.
Your Name
(Required)
Type
(Required)
Phone Call
Email Interaction
Ghosted
Who did you connect with?
(Required)
Talking Points
Contact Management Review
Growing? Shrinking? New Offices?
POTS Lines?
Wishlist?
New Services/Features
Service matrix update (enterprise)
Ask for referrals
Book the next meeting
Customer Sentiment
(Required)
A – Happy
B – So-So
C – At Risk
X – Unknown
How do you think the customer feels about us after this call? If you select AT RISK, a manager will be notified to assist.
General Notes
(Required)
Add everything you talked about here while you’re on the call.
Upsell Opportunity?
Yes – Please contact them
Check this box to send this info over to sales to pursue an upsell lead.
Sales Details
(Required)
What are they interested in and who should sales contact?
7118
CATEGORIES
September 3, 2025
Mountain Mike's Franchisee Signup
ionicons-v5-a
CONTINUE READING
May 7, 2025
Privacy Policy – SV Mobile
ionicons-v5-a
CONTINUE READING
April 7, 2025
Caller Insight
ionicons-v5-a
CONTINUE READING
