Call Management Software by Field Team Tracking

Call management software for small business: how it is set up

Call management software used to mean a switchboard box, desk phones and a technician. For a team of five or fifty people with smartphones, Field Team Tracking replaces all of that with an app. Each employee installs it and makes it the phone app on Android. The SIM stays the same, yet every conversation now gets matched to a customer. Ringing leads appear with their stage and the last note. Missed callers who were never phoned back wait in a list. The owner’s account shows the whole team’s calls, with totals for missed, connected and unique callers, and month-by-month trends. Any period exports to Excel or PDF. The same account carries leads, follow-up alarms, an auto dialer and, for staff who travel, attendance and route tracking.

Call management software setup

1. Load the app onto each staff handset and follow the permission guide.
2. Make it the default phone app on Android.
3. Add your leads or import them from Excel or a Google Sheet.
4. Open the owner’s account after the first day of calls.

Day-to-day calling screens are on the call management app page; how calls attach to customers is on the call management CRM page. Report exports and backups are explained on the call history manager page. For outbound teams, the dialling rules an owner can lock are listed on the auto dialer software page, and desk staff can start calls from their browser with click to call. A small calling desk built on mobiles is described on the call center software for small business page.

Call management software limits

• Inbound queues. No call queues, hold music or IVR menus; calls ring the phone they were dialled to.
• Shared numbers. No virtual numbers that several people answer.
• iPhone logs. iPhone calls are not logged by themselves.
• Recording. The app imports the handset’s own recordings; it records nothing itself.

Call management software example: a tile trader in Kuala Lumpur

Fictional trader, numbers for illustration only. A tile trading company in Kuala Lumpur has 4 sales staff in the showroom and on building sites. A quote for a desk phone system came with a box, desk sets and a monthly line fee.

They installed the app on the phones they already had instead. The owner now sees about 300 calls a week across the team, with 15 to 20 missed calls returned by the next morning. The two who visit sites use the same app to punch in, so one bill covers calls and attendance.