Why Use Aesthetix CRM For Calling
Aesthetix CRM will set up a local phone number for you. For multi-location clients, typically one phone number per location. We know that changing your phone number may feel daunting, but there is no reason to worry. 99% of clients will search your business name and call you from your Google Business Profile (GBP); they do not actually have your number saved in their phone. And, you can update your GBP phone number with one-click in Aesthetix CRM.
The benefits for using Aesthetix CRM for your phone include call tracking, call recording, missed-call text-back automation, and more.
Inbound Calls
What happens when someone calls your Aesthetix CRM number?
When your Aesthetix CRM number is called, it can be programmed to either:
1) Be answered through the desktop or mobile app, or
2) Forward to your existing phone line (recommended)
Most clients opt to forward to their existing phone system because they prefer to have a hard phone device in the physical practice (i.e. at the front desk). However, you can successfully forward to Aesthetix CRM desktop or mobile app with a quality headset. We do not offer a service for physical phones, only the VOIP service through an internet connected device.
When you receive a call, Aesthetix CRM will check your contact database for the phone number.
1) If the number does not exist, then it will automatically create a new contact record from the inbound call.
2) If the number does exist, the call will be logged to the existing contact record for a complete picture of every interaction with your brand such as past calls, texts, emails, social media messages, and more.
Another benefit to using Aesthetix CRM numbers for inbound calls is our missed-call text-back feature. This can send an automated text message to the caller who was unable to reach you.
Outbound Calls
You may place outbound calls from the Aesthetix CRM web app or mobile app. When you use Aesthetix CRM for calling, the calls will be recorded and logged to the contact record. This makes it easy for your staff to ensure calls are being answered and returned in a timely manner. You can also analyze this data in Call Reporting.
Alternatively, you may make outbound calls from your hard phone device on your existing phone line, however this will not record/track the calls, and your staff will have to use the Tasks & Notes feature to notate when calls have been placed.
For any further questions on calling in Aesthetix CRM, please chat our Support team or email [email protected] to create a support ticket.