Feature 05 · Calls

Every call becomespart of the story.

Call leads directly from Closelyt, track call activity, capture outcomes and keep every important sales interaction connected to the lead record. The CRM tracks the call activity and outcome — Closelyt does not record or store the actual phone conversation.

Ravi Kumar

+91 98765 43210

AnsweredOutbound04:12

Attempt

3rd

Direction

Outbound

Status

Answered

Logged

Today

QualifiedOutcome · Interested₹2,50,000
The call card

Two actions. Zero friction.

Call and WhatsApp sit front and centre on every lead. Call status, direction, duration and outcome can be captured after the call so your team always knows what happened.

Click to call

Start a call directly from the lead profile on supported desktop or mobile experiences.

Incoming & outgoing

Track the direction and status of each call attempt.

Duration

Capture the duration of the call where supported by the calling experience.

Call outcome

Interested, callback requested, not qualified, wrong number, not answered, busy or your own configured outcomes.

Notes

Add notes about the conversation while the detail is still fresh.

Lead history

See previous call attempts and outcomes before making the next call.

Closelyt tracks call activity and metadata. Closelyt does not record, store or provide playback of the actual phone conversation.

The workflow

From dial to next step.

  1. Step 1

    Open the lead

  2. Step 2

    Press Call

  3. Step 3

    Complete the call

  4. Step 4

    Log the outcome

  5. Step 5

    Send a WhatsApp follow-up or schedule the next step

Priya Sharma

Answered · Callback requested

06:21

Manoj Kumar

Missed · Attempt 2 of 3

Ravi Kumar

Answered · Interested

12:34

Sneha Iyer

Answered · Not qualified

03:04

Today

Calls made

48

Connected

31

Avg. duration

05:12

Qualified

9

Activity that managers can see without asking anyone for an update.

These metrics represent call activity and metadata only — not recorded audio.

Outcomes

What you gain.

01

Know who is actually following up with leads

02

No untracked attempts or forgotten callbacks

03

Outcome data that feeds your reporting

04

Instant context before every dial

05

Fair, visible activity across the team

06

Faster handovers between reps

Every call counts.Track the activity.Capture the outcome.

Closelyt keeps the sales activity connected to the lead — without recording the actual phone conversation.

Everything connected.Everything closer.

Closelyt brings your leads, conversations, follow-ups, calls, forms, advertising and analytics into one connected workspace.