Build a contact profile
Store names, phone numbers, email and company details. Use contact status and groups to organize the list.
All features
Contacts & Lead Management
Know the contact. Keep the context.
Organize customer details, groups and shared contacts in IllyVoIP. Bring that context into the agent workspace for notes and follow-ups.
Customer contextContact details & company
OrganizeGroups & status
CollaborateShared contacts
Follow throughNotes & follow-ups
The next conversation starts with context.
Useful details.
Ready when you call.
Keep the information your team needs close to the conversation.
Find the right records
Filter by status, group, company, sharing, creator or creation date instead of searching through an undifferentiated list.
Carry the context forward
Use the agent workspace for customer context, notes and follow-ups while handling your calling workflow.
How it works
From a contact
to the next step.
A consistent record helps your team pick up a conversation with the right background.
Add the details that matter
Create a contact with a name and phone number. Include relevant company and contact information.
Organize and share
Use groups and status to structure the list. Set sharing for the people who need to work with the contact.
Continue in the workspace
Find the customer in the agent workspace, review the available context and keep notes and follow-ups with the workflow.
Already working
in HubSpot?
IllyVoIP provides a HubSpot connection in account settings. Review its configuration before enabling synchronization.
- Contacts and leads
- The integration settings support contact imports and lead exports.
- Activity logging
- Configure the available call and SMS logging options to connect communication activity with your CRM workflow.
- Your workflow, configured
- Review the integration settings and conflict-handling options in account integrations.
A few useful
details.
Ask our teamCan I organize contacts into groups?+
Yes. The current contact area includes groups and status, with filters for those fields.
Can I share contacts with colleagues?+
Contact records include sharing controls, and the list includes a Shared with filter.
Where do agents keep notes and follow-ups?+
The agent workspace provides customer context, notes and follow-up tools as part of its calling workflow.
Can I connect HubSpot?+
Yes. Open Integrations in account settings to review the HubSpot connection, contact import, lead export and activity logging options.
Keep your next conversation informed.
Find and organize your contacts in the IllyVoIP portal.