The caller’s record arrives with the call.

One call, start to finish.

1. 0:00Ringing

   Everyone it rings sees who it is.

   Before anyone answers, the call carries the caller’s records: from HubSpot, the contact, their company, stage, owner and open deal; from Sonar, the account, its status, the balance due and the next bill. One click opens either.

2. 0:04On the call

   Take the note while they talk.

   The call bar has a HubSpot button. Pick the contact, type the note, and it goes on their timeline.

   

   

3. 4:12Hung up

   It’s already on their record.

   Nobody types it up afterwards. What lands, as your switches say:

   On Morgan Hale’s timeline HubSpot

   • Call4:12, answered by Jamie Morgan
   • Note“Asked for the new hours sheet.”
   • RecordingA link, for anyone signed in

   On Harbor Clinic’s account Sonar

   • Call log4:12, answered by Jamie Morgan

   Missed it? A missed call from a contact becomes a Call back task for their owner, due that day, and a voicemail’s summary and transcript go on their timeline.

Every part is a switch. Turn on what you want.

HubSpot

For teams that sell and support from HubSpot.

Look up callers

Name, company, stage, owner and open deal, to everyone the call rings.

Log calls

Each call with a contact HubSpot knows goes on their timeline.

Credit calls

The logged call belongs to whoever answered it, so HubSpot counts calls by rep.

A link to the recording

On the logged call, asking whoever opens it to sign in.

Notes

From the call bar or Call history, onto the contact.

Voicemail as a note

The message’s summary and transcript, on the caller’s timeline.

Missed calls as a task

A Call back task for the contact’s owner, due that day.

Search HubSpot

The dialer and Front desk find contacts from three letters typed.

Create contacts

Call history offers it for a caller HubSpot doesn’t know, and logs the call.

Sonar

For internet providers who bill and look after customers in Sonar.

Look up callers

The account, its status, balance due and next bill, to everyone the call rings.

Log calls

Each call with an account Sonar knows goes on it as a call log.

Search Sonar

The dialer and Front desk find accounts by name, address, account or phone number.

Payments by phone are on their way.

• Routed like any lineFrom a menu key, after hours, or when nobody answers.
• Hands back only where you allowYou pick the people, queues and groups it may transfer to.
• Two fallbacks, alwaysWhere calls go if it doesn’t answer, and if it tries a transfer you didn’t allow.