VM CRM

Calling

Agent Calling Queue

Agents don’t hunt through lists. The queue puts overdue follow-ups first, then today’s call-backs, then fresh leads — and “Save & Next” moves straight to the next call.

What you get

  • Overdue, due-today and new leads, in the order that wins deals
  • Lead details, custom fields and the last calls on the same screen
  • Click-to-call on mobile and softphones
  • Log the outcome, notes, new status and next follow-up in one step
  • Keyboard shortcuts for outcomes so wrap-up takes seconds
  • Works on a phone browser as well as a desktop

How it works

A call, start to finish

  1. Step 1

    Open the queue

    Each agent sees only the leads assigned to them.

  2. Step 2

    Call

    Tap the number to dial from your phone or softphone.

  3. Step 3

    Record the outcome

    Pick an outcome, add a note, set the next follow-up.

  4. Step 4

    Save & Next

    The next lead opens automatically.

Related

Works well with

Call Logging & Outcomes

Every call recorded with outcome, duration and notes.

Learn more

Follow-ups & Reminders

Nobody forgets a call-back again.

Learn more

Cloud Telephony

Click-to-call through your provider, with recordings and automatic call logs.

Learn more

See your team’s calling day in VM CRM

A 30-minute walkthrough with your own lead file — import, distribute, call and report.

Book a demo