Elevate your call management game with our CRM's latest enhancement – the Call Widget.

New Call Widgets For The Dashboard

February 20, 2024•2 min read

Elevate your call management game with our CRM's latest enhancement – the Call Widget. Instantly visualize and analyze incoming and outgoing calls with customizable metrics on your dashboard, providing real-time insights for smarter decision-making in your busy small business environment.

New Call Widgets For The Dashboard: Our CRM introduces a powerful Call Widget for the dashboard, allowing users to visualize and analyze incoming and outgoing calls by various metrics, enhancing real-time call management and performance tracking.👇🏻

⭐️ Why does it matter to your business?

Visual Insights: Gain instant visualizations of call data, such as incoming/outgoing calls, durations, and attendee-specific metrics, for quick and informed decision-making.
Customizable Dashboards: Elevate your dashboard's functionality by adding and configuring the new Call Widget, tailoring it to your specific business needs.
Effortless Configuration: Easily set up the Call Widget using the intuitive customization options, ensuring a seamless integration into your existing dashboard.

⭐️ How To Use New Call Widgets For The Dashboard:

Access the dashboard for the left navigation menu and click on edit dashboard button.
Click on Add Widget button.
Select the newly added Calls tab.
You can add the call widget according to the requirements.
After adding the widget click on configure and fill in the required fields.
Click on Advanced settings and fill in the required fields.
Click on the conditions tab to add the conditions as per requirements and click on Save.
You can also add a separate dashboard for Calls. Click on the button in the top left corner and click on Add Dashboard.
Name your dashboard and set the visibility to private/Everyone as per requirements and click confirm.
Now add the required call widgets by clicking on the +Add Widget button.
That’s how your call dashboard will look like after adding widgets.

Implementing the Call Widget ensures that you effortlessly monitor and analyze call activities, contributing to more informed decision-making and efficient call management within our CRM.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog