Create Actionstep individual contacts from new calls
DESCRIPTION receptionists answer calls and capture caller contact information for your business, information that is most useful in your case management platform. This integration adds new calls taken by as contacts in Actionstep accounts, complete with the caller's name, email address, physical address, and phone number, as well as a call summary. With contact information and call summaries automatically added to your Actionstep account, you can create matters, nurture leads, and follow up with clients.

" is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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