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Calls CRM
Phone call logging and tracking linked to third parties, contacts and CRM users.
What it does
Allows logging each phone call made or received, associating it with a third party, contact or user. Stores duration, notes and the complete communication history.
How it works
- Incoming and outgoing call logging
- Linking with third parties, contacts and users
- Duration and notes tracking
- "Calls" tab on third party and contact records
- International prefix management
Benefits
- Centralized communication history
- Improved sales follow-up
- Phone activity traceability
- Integrated into standard Dolibarr records
- International call support
Technical sheet
Logs incoming/outgoing calls, associates notes and links each record with the CRM for complete history.
Base configuration
- Enable "Calls" tab on third parties and contacts.
- Define roles that can edit/log calls.
- Configure international prefixes and number format.
- Integrate with PBX for automatic loading (optional).
Variables and parameters
- Custom call statuses (completed, missed, in progress).
- Required fields (duration, notes, assigned user).
- Cross-links with opportunities and projects.
- Record retention and archiving.
Recommended flow
- Log call from record or automatic import.
- Associate notes/promises and qualify.
- Schedule follow-up (task/event).
- View metrics from dashboard.
Screenshots
"Calls" tab screenshot
Custom variables and statuses
Follow-up flow
Try Calls in our demo
Access the demo
Log in with demo.200 / demo.200 or demo.201 / demo.201