CallPalClick-to-call: one click on the CRM record places the call
No number to copy, no desk phone to pick up, no app to install. The call runs in the browser tab your rep is already in, goes out on your own trunk with your company number, and writes itself back to the contact it came from.
- On every plan
- Logged back to the CRM
The shortest path between a record and a conversation
Dialing by hand is four small failures waiting to happen. The number gets misread. A digit gets dropped. The wrong contact gets called. And whatever was said never makes it back into the CRM, because writing it up is a separate job nobody has time for at the end of a call.
Click-to-call removes the typing and the writing up. The rep clicks the contact, the call goes out, and when it ends the record already carries what happened: who called, how long it ran, how it ended, and the recording if it was answered.
It’s the same call the power dialer places, just started differently. One is a rep picking a person; the other is a list being worked in order. They share the number they call from, the recording, and the row they leave behind.
| Recording | Caller Name | Role | Started At | Finished At | Duration | Talk Time | Hangup | Call Type | Outcome |
|---|---|---|---|---|---|---|---|---|---|
| Play | Jordan Lee | Sales Manager | 9/29/202610:42 AM | 9/29/202610:46 AM | 4:12 | 4:02 | Caller | Click to call | Completed |
| — | Jordan Lee | Sales Manager | 9/28/202604:20 PM | 9/28/202604:20 PM | 0:35 | — | No Answer | Click to call | No AnswerNo answer |
| — | Priya Nair | Member | 9/25/202609:05 AM | 9/25/202609:05 AM | 0:08 | — | Provider error | Power dialer | FailedCall failed (provider error) |
The contact record itself: one button places the call, and every call already placed to this person is on the same screen underneath it.
What the call leaves behind
The log is written once, when the call reaches its end state, and never rewritten.
Two durations, not one
The log keeps Duration, measured from the moment you dialed, beside Talk Time, measured from the moment someone answered. A rep who spends forty seconds in a phone tree can see it, instead of averaging it into their talk time.
An outcome, written once
Completed, no answer, busy, or a provider error. The outcome is stamped when the call reaches its end state and never rewritten afterwards, and a dial that never connected still gets a real duration instead of a dash.
A recording on the record
Answered calls are recorded, timestamped and searchable, and the recording plays back in the browser from the call row or from the contact itself. Every playback is written to the audit log.
What the call carries, and what it cannot
The parts a calling tool has to get right before the first call, not after the first complaint.
Your company number, always
The caller ID comes from the numbers attached to your own trunk. A rep’s personal or direct line can’t be presented, because the code that resolves it never receives one.
A disclosure before it connects
The recording notice plays to the person you called in the gap between their phone answering and the two of you being bridged. They hear it before the conversation, not after it has already started.
The rep can pause the recording
Taking a card number, or anything else that shouldn’t be on tape, the rep pauses their own recording live and resumes it. The gap is measured and shown against the call, so a paused stretch is visible instead of silently missing.
Seeing calls and hearing them are separate rights
Access to the call log and access to recordings are two different permissions. Someone can review what happened without being able to listen to it, and the Play button simply isn’t there for them.
CallPal is outbound only
Worth knowing before you plan around it: CallPal places calls, it doesn’t receive them. There is no inbound routing, no IVR and no queues, and a call arriving on one of your numbers isn’t something the platform answers.
That’s not a gap waiting to be filled by an upgrade. It’s what the product is. Your DIDs stay with your carrier, and whatever already handles calls coming in keeps handling them. If you need a full phone system, you need a phone system. What you get here is the outbound half, done properly.
Click-to-call, in plain terms
Do reps need a desk phone or a softphone app?
No. The call runs in the browser tab they’re already working in: the contact record on one side, the call on the other. There’s nothing to install and nothing to keep registered on a desktop.
Which plans include click-to-call?
All of them. Click-to-call, contact import and call recording are on Starter at $19 per user per month, the same as on Pro and Scale. What the higher plans add is the power dialer, longer recording retention, and live monitoring.
Can people call us back on that number?
They can call the number, but CallPal won’t answer it. The platform is outbound only, with no inbound routing, IVR or queues, so inbound on your DIDs stays with whatever already handles it at your carrier.
Where does the call end up in my CRM?
On the record it was placed from. The call, its outcome and its recording are logged back to the contact in Attio, Close, ActiveCampaign, Capsule, Copper, Insightly, Nimble or Less Annoying CRM, so the history sits in the system your team already opens.
What happens to a call that never connects?
It’s still a row. A busy signal, a rejected call or a carrier failure all produce a logged call with its outcome and the time it took. Counting the failures is what makes an answer rate mean anything.
Next
Where the contacts come from, and what to do once one call is not enough.
Start calling from your CRM today.
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