Sales Feature
The whole conversation,
on the deal,
without typing it.
Hipcall is your phone system, WhatsApp inbox, and SMS tool, so it already knows who talked to whom. It puts those conversations on the right deal for you.
Outbound · 6m
Sarah K.
Move to another deal
Not about a deal
Inbound · 2m
Sarah K.
Missed
Mark R.
Why it matters
Matched for you
Calls, conversations, SMS, and e-mails with the deal's contacts or company during the deal's period appear on the deal by themselves.
Four tabs, one history
Calls, Conversations, SMS, and E-mails each have their own tab, so the next person on the deal reads the story in a minute.
You stay in control
Link a call to a deal, move it to another deal, or mark it "not about a deal". The deal shows what really belongs to it.
Link it when the call ends
When a call ends, the rep can pick the deal it was about right in the Hipcall app.
How It Works
Set up in four steps
- 1
Your team talks to customers
Calls, WhatsApp, live chat, SMS, and e-mail all run through Hipcall.
- 2
Hipcall matches them
Each conversation with a deal's contact or company in the deal's period shows up on that deal.
- 3
You correct when needed
Move a record to the right deal or remove it with one click.
- 4
Everyone reads the same story
Managers, new reps, and support see the same history on the deal.
Use Cases
Built for how your team sells
Taking over a deal
A rep goes on leave. The colleague who takes over opens the deal and reads four calls and a WhatsApp thread before the next call.
Two deals, one customer
A customer has a new deal and a renewal open. A call about the renewal is moved to the renewal deal in one click.
Pipeline review with facts
In the weekly review, the manager opens a stalled deal and sees the last call was three weeks ago.
FAQ
Frequently asked questions
Calls, WhatsApp and live chat conversations, SMS, and e-mails handled in Hipcall.
Move it to the right deal, or mark it "not about a deal" so it no longer appears there.
No. Matching is automatic. Reps only step in when a conversation belongs somewhere else.
Yes. The same calls and conversations stay on the contact and company records.
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