Admissions teams, senior living sales teams and the front desks of multi-location practices all run a call center, even if they do not call it one. The calls are different. The CRM for a call center needs the same things in each: the right call to the right person, every inbound and outbound call on the record with its source, and nobody left waiting for a callback. We integrate your call center with your CRM and set it up around the stages of your business.
900+ integrations completed · We sign BAAs
Sound familiar?
The phones work and the CRM works. They just do not talk to each other.
Reps take notes by hand, or not at all, and the record shows a name with no call history behind it.
The call comes in, but the CRM does not know the campaign, the page or the referral that sent it.
A call rings out at lunch or after hours, and the caller tries the next business on their list.
Nobody can see calls waiting in the queue, missed calls by hour, or which rep handled what.
What we build
The steps are the same in every industry. Click through each one to see what we build.
Step 1 · Phones
Before a call can land on the record, the phone system has to be set up for how your team actually works.
What we build
Who it helps
The caller's history on screen when they answer, and an alert when a call is missed.
Calls in queue, missed calls and rep activity, live on one dashboard.
Calls by source and campaign, and the calls that became customers sent back to the ad platforms.
Calls to results across every location and team, in the stages your business uses.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
A plain-English headline before any numbers. Inbound, outbound, SMS, and totals grouped by colour. Every card compared with yesterday. (client dashboard, names replaced)
Every hour of every day of the week. Darker cells mean more calls. Busiest day and busiest hour called out. (client dashboard, names replaced)
One row per caller, not one per missed call. Ring time shows how long the call rang before it was missed. Open in CTM jumps straight to the call record. (client dashboard, names replaced)
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
Systems we connect
Calls, texts, recordings and AI summaries on the record
Calls logged on the record, with the telephony widget opening the lead on answer
Tracking numbers, queues and routing, with calls sent to the CRM
Calls landing as leads with their source
RingCentral queues, numbers and caller ID set up, and calls from other phone systems logged in the CRM
The calls that became customers sent back to Google Ads and Meta
Calls, missed calls and callbacks, live
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
Tell us how calls come in today. We walk one call from the first ring to the result, give you honest advice, and there is no obligation.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Numbers, queues, routing and the CRM connection set up, then tested with real calls.
Your team moved over, with SOPs, training and support after go-live.
On a free call we follow one caller from the first ring to the result and show you every place a call or a piece of data falls through.
It is the CRM your call center works in: every call, text and recording lands on the caller's record, so reps see the history before they pick up and managers can report on calls by source, queue and rep. We set up Salesforce or Zoho CRM this way, or connect the CRM you already use.
Yes, and they do different jobs. The phone system rings, routes and records the call. The CRM holds the caller, their history and the result. A call center CRM integration connects the two, so nobody has to type notes in by hand.
Calls stop getting lost. Each call is on the record with its source, missed calls send an alert, and managers see calls in queue, missed calls and rep activity on one dashboard instead of piecing it together.
Call queues and routing, call tracking numbers, calls and texts logged on the record, recordings with AI summaries and transcriptions, the record opening when a rep answers where supported, missed call alerts, dashboards, and SOPs for the team.
Yes. Inbound calls are routed and logged with their source. Outbound calls are logged on the record with their outcome, including whether they reached voicemail or a person, from each rep's own number with caller ID set.
The setup works for any business that takes calls. We do the most work for behavioral health and addiction treatment admissions, senior living communities and multi-location medical practices, and each has its own page.
Yes, both. Calls, texts and recordings are logged on the record in Salesforce or Zoho CRM, and we connect other CRMs whose API allows it.
We have set up CallTrackingMetrics, CallRail and RingCentral, and logged calls from other phone systems into the CRM. Tell us what you use on the free call.
They send an alert by email or Slack, and show up on a missed calls report, so your team can call back.
It is priced by project, not by the hour, based on your phones, your CRM and how many queues and locations you have. The first call is free, and you get a project quote after it.
