How it works
You call from your browser. The customer sees your business number, not your mobile. The call shows in the conversation with them, and you can add a note when you hang up.
Use the computer at your desk. Use the app when you're out and about. Both show the same history on the customer.
From your computer
Open the customer
Go to CRM > Conversations, open the customer's thread, or open their contact record.
CRM› ConversationsClick Call
Click Call and choose which business number to call from (the caller ID). Allow your browser to use the microphone if it asks.
Add a note after
When you hang up, add a note about what was said. It saves in the thread.
A simple noteCalled about the quote. Wants Thursday morning. Follow up Wednesday.
You've called from your business number, and the call and your note are saved on the customer.
Call and AI usage rates in AUD ›Next up
People who did this also asked
Find call logs, recordings and call stats
Every call in and out: who called, when, how long, the outcome and the recording.
- 1One contact's calls
- 2All calls
- 3Read the charts
Turn on call recording (and what to tell callers)
Record calls for training and disputes, the right way.
- 1Open your number
- 2Turn on recording
- 3Turn on the disclosure message
Forward calls to your mobile
Calls to your business number ring your mobile first, then a team mate or the AI receptionist if you can't get to it.
- 1Open the number
- 2Name it
- 3Choose who it rings
Use the revenu app on your phone
Reply to customers, take calls and check your day from the van.
- 1Get the app
- 2Sign in and pick your account
- 3Turn on notifications