How to Integrate and Track Calls

Brokeredge streamlines your communication by allowing you to make and log calls directly from the platform.

Making Calls

• On Desktop:
  • On a contact page, click the Call button.
  • If your phone is integrated with your desktop, the call will initiate directly.
• On Mobile:
  • Tap the Call button on the mobile app, which launches your phone's calling function.

Tracking Call History

• Manual Logging:
  • Scroll down on the contact page to the Calls module.
  • Click the Add button to manually log a call by entering a title, notes, and tracking the call time.
• Automatic Logging via Zapier:
  • For those using a VoIP system like RingCentral, integrate with Zapier.
  • Set up a trigger to create a call record in Brokeredge, including details such as title, call time, recording link (if available), and phone number.
  • Brokeredge automatically matches the call record with the corresponding contact based on the phone number.