Every business call becomes working context.

Preserve attribution, route the caller, record when enabled and permitted, extract the details, and keep tracked follow-up attached to the same client history.

  • Source and campaign attached
  • Configurable call routing
  • Business-number follow-up
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Call intelligence overview showing a current mobile lead with the summarized conversation and extracted client details

Call to structured lead

The conversation becomes a reviewable summary and structured client record without separating the phone system from the work that follows.

01 / Inbound routing

A tracking number should explain the call before it becomes a lead.

Use the number and campaign context to preserve attribution, then route the caller through the destinations and fallback behavior configured for that line.

01
Source
Keep the tracking number, campaign, and lead-source context that brought the caller in.
02
Route
Send the call through configured destinations with delay, ring-time, and ordered fallback controls.
03
Prepare
Use a recipient announcement or call whisper before the caller is connected.
04
Recover
Use the configured greeting and voicemail path when nobody answers.

Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.

Move from the tracking source into a current generic call record with campaign, price, appointment, summary, and property context.

Swipe to view

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02 / Caller identification

Know the CRM lead before you answer the cellular call.

Mold Inspector syncs an eligible, company-scoped phone directory onto the iPhone. Apple checks that local directory while the call rings, so the employee can see a concise lead label without adding CRM records to personal Contacts.

The user enables Mold Inspector once under Call Blocking & Identification. Directory updates then follow login, app activity, relevant lead changes, and periodic refreshes.

Representative locked iPhone incoming call showing a Mold Inspector Pro caller-identification label, the telephone number, and Apple’s slide-to-answer controls

Native caller label

The system Phone screen remains Apple-controlled: it can show the number and concise synced label beside the normal locked-screen answer controls.

Expanded Mold Inspector Pro lead notification showing a property inspection image, lead source, summary, callback action, and open-lead action

Rich lead context

The expanded alert carries the property, source, summary, and CRM actions that do not belong inside Apple’s incoming-call screen.

Representative iPhone presentation; Apple controls the exact typography and placement of system call and notification surfaces.

03 / Call intelligence

Turn the conversation into reviewable working data.

When recording is enabled and permitted, the audio can be transcribed and summarized while structured details remain editable by the team.

Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.

Scroll through the workflow

3 views

Mobile workflow

01 / 03

Expand the current transcript to review exactly what the caller and representative said on the lead.

Mobile workflow

02 / 03

Review the contact, requested service, discussed price, appointment, and structured call details before using them downstream.

Mobile workflow

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Each later call keeps its own summary while the current lead retains the earlier conversation context.

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

Conversation

Recording playback and the complete transcript

Structured detail

Name, address, service need, appointment, and discussed price

Review

Re-summarize or edit the record before it drives the next action

04 / Outbound follow-up

Call back from the business record—not a disconnected personal history.

Start a tracked follow-up from the client, choose the tracking number the customer sees, and preserve the same recording and transcript workflow used for inbound calls.

  1. 01

    Open the record

    Start from the client or lead instead of copying the number into a personal dialer.

  2. 02

    Choose the business number

    Select the tracking number the client should see as caller ID.

  3. 03

    Connect the call

    The tracked call can ring the team member first, optionally require a keypress, then connect the client.

  4. 04

    Keep the result

    Tracked calls are recorded, transcribed, summarized, and added back to the CRM history.

Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.

The lead keeps the current summary and earlier call context ready for the quote, assessment, invoice, or SMS that follows.

Swipe to view

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05 / Attached history

The call stays useful after everyone hangs up.

Keep the recording beside the quote, assessment, invoice, messages, and photos that followed. The next person opening the client record can see both what was said and what the business did next.

See your workflow, connected.

Bring the way you work today. We’ll show you what connects, what can be automated, and where the platform removes duplicate work.

0130-minute personalized walkthrough

02See pricing for your team size

03No obligations or pressure

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