Integrate lead data to optimize and streamline call routing

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With Close, your team can:

Create a sensible, user-friendly Phone Menu, routing calls to specific departments, people, or external numbers
Program IVR Customized Greetings for a tailored touch
Set custom ring durations so callers aren’t waiting forever to reach the fallback number
Establish routing rules and ring orders (“round robin” or “all at once”)
All these features are intuitive and user-friendly. All you need is to 1) be awake and 2) have several minutes to set things up.

Note: Most of these features (except ring durations and “all at once” ring orders) are included in our Premium Phone Numbers package. You can get started for just $19 per line, per month.
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Final Thoughts: How Your Sales Team Can Work in Tandem With an IVR System
IVR is a powerful tool for sales teams to win leads and elevate the customer experience. But you have to do it right. And the truth is? IVR is at its within a CRM. Just think of all that customer data … just sitting there … begging to be used!

Close CRM was designed for the needs of small-ish sales bolivia telegram data teams, so when we built our IVR, we made sure it effectively pushed leads through each critical stage of the buyer journey. One of those methods is via lead-based routing.

Lead-based routing automatically routes calls based on lead data when the number matches an existing lead. It can route according to lead status or to a user assigned in a Custom Field.

Here's how an inbound lead might be routed with lead-based routing:

Bruce Wayne has received targeted marketing information and wants to learn more about your product. So, he uses the batphone to call the listed phone number.
Close immediately searches the company's database based on two Custom Field combinations. If Bruce is marked as "potential, engaged, trial," his call will be routed to sales. If he’s tagged as “current customer,” he’ll be routed to success. That means he’s automatically routed, no extra dialing necessary.
Every founder faces a major conflict in the early days of a business. When you start to gain momentum, there comes a point when you know deep down you need to hire a team to help. However, doing so would require you to slow down the momentum you’ve built and focus on setting up processes and operations—the buzzkill of running a company.