Call Center Feature
A call center
and a CRM
in one product.
Agents see the caller's name, company, and campaign as the call connects. The call, its outcome, and its recording stay on the customer's record, next to their chats, tickets, and deals.
Incoming call
Sarah Collins
Northwind Ltd
Campaign: Spring renewals
- Call · Today · Tom · Issue resolved 04:12 ▶
- WhatsApp · Yesterday · 3 messages
- Ticket #1042 · Open
- Deal · Renewal 2026 · Proposal
Why it matters
Know the customer before hello
When a call connects, the caller's name, company, and campaign appear on every open Hipcall page, with their next appointment if you use appointments.
Nothing to log by hand
The call, its recording, notes, tags, and outcome land on the contact's timeline, next to WhatsApp chats, tickets, and deals.
Calls follow ownership
Send callers to their account owner or the last person they spoke to. Missed-call alerts go to the owner first.
Campaigns from your records
Build call lists from contact and company filters. Do-not-contact is set on the record, per channel, and campaigns respect it.
How It Works
Set up in four steps
- 1
Bring your contacts
Import contacts and companies from a CSV file, or create them as customers call.
- 2
Set owners and tags
Owners decide who gets the call; tags such as language or tier send callers to the right team.
- 3
Answer with context
The caller card opens as the call connects; the customer's history is one click away.
- 4
Close the loop
Pick an outcome, create a ticket from the call, or link it to a deal.
Use Cases
Support
A customer calls about an order. The agent sees the open ticket on the card, links the call to it, and the next agent who opens the ticket hears the recording.
Account management
A key customer calls the main number and reaches their account owner directly. If the owner misses it, they get the alert first.
Sales
A rep calls a lead from the deal page. The call, its recording, and its outcome are on the deal before the rep hangs up their headset.
FAQ
Frequently asked questions
No. Contacts, companies, tickets, and deals are part of Hipcall. If you keep another system, connect it with webhooks and the REST API.
Yes. Import contacts and companies from a CSV file. Campaign lists can also be imported from a CSV, creating contacts for new numbers.
The agent report shows each agent's calls and chat conversations side by side, with satisfaction scores for calls and tickets.
Yes, read-only. Connect Claude or another assistant that supports MCP to ask about calls, call volume, and agent performance.
Related features
Answer your next call with the customer's history
No contracts, no hardware, no credit card.