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Sales & Marketing

Give every lead a clear next step.

Bring calling, customer context and follow-ups into your sales workflow. Organize outreach with IllyVoIP’s contact-center tools and keep the conversation moving.

From a contact list to a useful conversation.

Prepare the team, make the call and keep a record of what should happen next.

Organized outreach

Choose power or predictive dialing for outbound campaigns. Review agent readiness before starting.

Explore the dialer

Customer context

Use contact profiles, notes and follow-ups in the agent workspace so each conversation has a starting point.

Explore contact management

Activity you can review

Review call activity, outcomes and agent reporting. Use the campaign monitor to follow the current workload.

Explore reporting

Put it to work

A working rhythm for your team.

Explore how the communication tools fit into your day-to-day work.

Prepare the outreach+

Organize the relevant contacts, choose the campaign’s dial mode and check agent assignments. Keep caller ID and destination requirements in view.

Handle the conversation+

Use the agent workspace to work with the contact, take notes and record the next step. Create an appointment when a specific date and time is needed.

Review and follow through+

Review activity and outcomes, then continue with the appropriate follow-up. Use SMS for relevant updates through the portal or your own API integration.

Connected workflows

Connect the sales tools you already use.

The portal includes a HubSpot connection with contact import, lead export, call and SMS logging, and CRM appointment import controls. Configure the available options around your team’s workflow.

Explore the contact center

A few useful
details.

Ask our team
Can I use both power and predictive dialing?+

Both modes are available in the campaign workflow. Review the mode, agent readiness and account capacity for the campaign you plan to run.

Does reporting show sales revenue or conversion rates?+

The IllyVoIP reports described here cover communication activity and call performance. Sales revenue and conversion measurement belong in your sales reporting workflow.

Which CRM connection is available?+

HubSpot is available in the portal. Review its sync and logging controls; do not assume other CRM platforms have a ready-made connector.

Build the right setup
for your team.

Tell us about your workflow, destinations and existing systems.