Sales people forget to update CRM for mobile calls. We can fix that.

June 19, 2026 in Mobile
Sales people forget to update CRM for mobile calls. We can fix that.

Sales people forget to update CRM. We can fix that.

Many sales reps use their mobile phones to talk to the clients and they often forget to update the CRM about the customer calls. There is no recording of the conversation either. This makes it very difficult to monitor the sales cycle with the customers.

Comstice has a solution; Comstice mobile softphone helps your employees to make and receive calls, record mobile business conversations and create a phone activity for each customer on the CRM such as Salesforce, Microsoft Dynamics and Servicenow. You will have the link to the recording also call transcript attached to the CRM as well. The entire solution can run on your network or in the cloud.

The Problem

Here are the challenges in mobile communications with the customers;

  • Mobile calls with the customers are not recorded.
  • Mobile calls received or made to the customers are not automatically updated on CRM.
  • Customer calls to the mobile phone number of the salesperson can not be distributed within the team. This often delays the sales cycle.
  • SMS and WhatsApp communication are also not reported.

The Solution

Comstice Mobile Softphone offers a mobile business line and the SMS/Whatsapp communication options. It offers the following;

  • employees can protect their mobile phone numbers and use company DID numbers to make and receive calls.
  • all the calls to the mobile DID number can be recorded and also reported into the CRM solution used
  • mobile users can set themselves not available; in that case the call can be picked up by another team member or sales support desk
  • SMS and WhatsApp communication is also possible; mobile users can also chat with the clients using SMS and Whatsapp. This also gets updated in the CRM.

Mobile Softphone Use Cases

Patient Communications with Healthcare Staff

Using mobile softphone app and hosting the solution on-premises, healthcare organizations can manage the calls and the chats between the medical personnel and the patients. All the communication can be stored on-premises with full data privacy.

Location-Based Call Routing

Mobile users can set their rough geo-location to point out their area of operation or availability. Mobile app does not track the geo-location of the users. By using the pinned location information, the call or the mobile chat (SMS or WhatsApp) can be sent to the resources closer to the customer.

Franchise Communications

You can distribute customer requests into local franchise locations. This helps to support your franchise business and also monitor the communication between your customers and your franchisees. You can analyse the communications and help to improve customer experience by analysing the communication sessions with the customers. Comstice Call Recording solution also creates call transcripts. Call ve chat transcripts can be analysed by Comstice Knowledge Base.

Field Engineers and Facilities Management

You can distribute customer calls and chats into regional sales points, field engineers, contractors, facilities management personnel using Comstice Mobile Softphone.

On-Call, Out of Hours Communication with the Customers

You can accept mobile chats (SMS and WhatsApp) and calls from the customers as an on-call resource. Comstice Mobile Softphone helps to distribute out of hours contact requests from the customers within your team. With built-in queuing mechanism, the contact can be held until a resource becomes available. Mobile softphone also notifies the users with the mobile notifications.

How to Implement Comstice Mobile Softphone

Comstice Mobile Softphon can be implemented into any standard telephony system, including Amazon Connect. You can use existing DID numbers for the mobile softphone users. This solution can be Comstice-hosted or hosted by the client on-premises for maximum data privacy.

Conclusion

Most of the business communications are done through mobile phones. Recording and reporting mobile conversations, re-routing customer calls within the team has a great impact on speeding up the sales cycle. Mobile Softphone also has many use cases for the operational communications. Get in touch with us and we can discuss how to improve your mobile workforce performance.

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