Call directly from your CRM through your web browser. No phones, other hardware, or apps necessary for inbound or outbound calls. Headset recommended. Transfer and merge calls to users on your Shape system or to direct numbers through the phone slideout functionality.
Web Phone Tools: Transfer the call to another system user or outside number as needed by using the transfer icon functionality on the web phone browser popup.
Web Phone Tools: Add system users or outside callers to the call as needed by using the merge call icon functionality on the web phone browser popup.