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- CRM with Call Tracking
- Get Started
Get CRM with Call Tracking running in four steps.
Use a real opportunity and completed call to prepare the first reviewed operating cycle with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up CRM with Call Tracking. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open CRM with Call Tracking in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure CRM with Call Tracking for your business. Bring in Relationship Owner and an independent Sales Manager, with App Administrator preparing the organization and membership details.
Prepare the first operating cycle
Choose a prospect account and active opportunity with a recent completed call. Confirm expected value and close date, then prepare the call’s provider identifier, timing and consent evidence. Agree the reviewer assignment and the next relationship activity before submitting the call.
Review before release
Test a valid submission and completion, then missing consent, self-review and a repeated provider identifier. Check an uncertain action result through its receipt before retrying. Confirm that organization and file access match each participant’s scope. Follow implementation to expand after the pilot’s evidence and access questions are resolved.
Set up CRM with Call Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.