What CRM and sales features does Votel have?
Votel has a full CRM built in, made for sales. Highlights:
Unified inbox: Conversations connects email, SMS and social messaging channels, with pipelines at the top and saved views (for example one for leads and one for customers).
Contacts: each contact has a unified timeline of calls, call summaries, emails and changes, with an AI summary at the top. The right side is customizable with custom tabs, custom sections and custom fields. You can use table views and pipeline views, customize columns, save filters and group by things such as pipeline stage (for example everything in a Need to Call column).
Bulk actions: select contacts, for example everyone in a pipeline stage, and send them an SMS or email in one action, assign them to an AI agent, or launch the power dialer.
Calling: a built-in web phone and power dialer with voicemail drop. Click call on a contact, or power dial through your list, which makes the CRM good for cold calling.
Closing sales: contract signing and invoicing are included, so the sales process can happen in one place.
Also included: a full task and project management system, calendars, billing, social media posting, and AI agents that answer phones, SMS, email and social messages.