How to Make, Track and Automate Calls with Twilio in Agile CRM

Agile CRM has integrated Twilio's SIP functionality into their platform, allowing sales agents to make, record, and receive calls from the browser. This integration provides a context-rich experience for both customers and sales agents, enabling them to access customer usage history, past communications, and support tickets during calls. The setup process involves adding the Twilio widget to contact pages in the CRM, which can be customized with features like call recording and voicemail automation. Once set up, users can make and track calls, record calls for playback, and run automated call campaigns to streamline sales processes. The integration also provides advanced reporting tools to help users understand their calling processes and improve customer engagement.

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