Seedly CRM
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Calls

Make and receive calls right in your browser, log every call automatically, and see call performance at a glance.

Seedly includes a built-in phone so your team can call leads and customers without a separate softphone app. Calls are placed and answered in the browser, logged automatically against the contact, and threaded into the same inbox as your messages.


Making Calls

The dialer

A dialer is available from anywhere in the app. Open it to:

  • Dial a number on the keypad
  • Mute a call or place it on hold
  • Drop a pre-recorded voicemail when you reach an answering machine
  • Hang up and tag the result without leaving the screen

Click to call

From a contact record, click the phone number (or the call button) to start a call instantly. Seedly matches the call to that contact automatically, so there is nothing to look up or paste.

Receiving calls

Inbound calls to your connected numbers ring in the browser. Answer in one click, and the contact's details appear alongside the call so you know who you are talking to before you say hello.


During and After a Call

FeatureWhat it does
RecordingCalls can be recorded and played back later from the call log
TranscriptA written transcript is available for recorded calls
DispositionTag the outcome of each call (for example, Interested, Left Voicemail, Not a Fit) so your reporting reflects what really happened
NotesAdd notes to the call that stay on the contact's timeline

Calls in the Inbox

Every call shows up as a message in the Conversations inbox, threaded with that contact's texts, emails, and other channels. You get one complete history per person, with calls, messages, and notes in the order they happened, instead of jumping between tools.


Call History

Every call is logged automatically with the contact, direction (inbound or outbound), outcome, duration, and the team member who handled it. Open any contact to see their full call history, or review calls across your whole account from the call log.


Call Reporting

From your dashboard, the Call Report gives you a performance view across all your calls for any date range.

Key Metrics

MetricWhat it measures
Total CallsEvery call placed and received
ConnectedCalls that actually reached a person
Connect RateThe share of calls that connected
Avg DurationAverage length of a call
Talk TimeTotal time spent on connected calls

Breakdowns

  • Calls Over Time - call volume by day so you can spot trends
  • Outcomes - how calls ended (connected, no answer, voicemail, and so on)
  • Dispositions - the outcome tags your team applied
  • Rep Leaderboard - calls and talk time by team member

Summary

CapabilityDetail
Browser callingPlace and receive calls in the app with a keypad, mute, hold, and voicemail drop
Click to callStart a call from any contact in one click, matched automatically
LoggingEvery call recorded against the contact with direction, outcome, duration, and owner
Recordings & transcriptsPlay back recorded calls and read written transcripts
DispositionsTag call outcomes for accurate reporting
Unified inboxCalls thread alongside messages in Conversations
ReportingTotal calls, connect rate, talk time, outcomes, dispositions, and a rep leaderboard

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