The Call Center addon turns HDeBooks into your team's phone hub. Log every inbound and outbound call with dispositions and notes, push callers into a lead pipeline, assign agents, schedule callbacks — and measure it all with agent performance and disposition reports.
Log every call with direction, duration, notes and outcome — a complete history per contact, searchable in seconds.
Tag each call: interested, not interested, wrong number, busy, no answer. Your reports finally speak the team's language.
Move callers into a visual pipeline — new, contacted, qualified, converted — and drag them forward as they progress.
Assign leads and callbacks to specific agents. Everyone knows exactly whose court the ball is in.
Schedule callbacks with date and time. Overdue follow-ups surface automatically so no hot lead goes cold.
See calls per agent, conversion by disposition, and follow-up completion — the numbers behind your sales floor.
Fix a wrong entry after the fact — admins can edit any call, agents their own — with a detail page showing follow-ups and change history.
Import leads from CSV with duplicate phone numbers skipped and reported. A Duplicates-only filter and per-lead duplicate list keep the pipeline clean.
Due and overdue reminders generate automatically, with a bell badge in the menu, a notifications page with mark-read, and a Due Today filter.
Calls-per-day trend, daily call target vs achieved with a % badge, after-hours call counts and CSV export — with an agent filter across every table.
A caller becomes a lead becomes a customer — in one flow, inside the same system as your billing.
Promise a callback at 3pm? It waits for the agent at 3pm — and escalates if it slips.
In Call Center → Settings, add your agents and define the dispositions your team actually uses — Interested, Not Interested, Busy, Wrong Number, No Answer. Reports later break down conversion by these exact labels.
After each call the agent logs it in seconds: direction, duration, disposition and notes — inbound and outbound, with free-text notes for objections, prices quoted and promises made.
Interested caller? Convert the call into a pipeline lead with one click — no retyping names or numbers. Set the stage (New, Contacted, Qualified), assign the agent, track the source.
"Call me Thursday at 3" becomes a real reminder. The agent sees it on time — and if it goes overdue, it gets flagged. Per-agent follow-up completion rates keep everyone honest.
Move leads forward as they progress. Everyone sees the same board, so nothing hides in notebooks or memory. Converted leads link into customer records with history attached; lost leads keep their reason — fuel for better scripts.
Open the reports and the story of your sales floor tells itself — calls and conversions per agent, conversion rate by disposition, follow-up completion and overdue trends. Supervisors get module-admin rights without full system admin.
No — the addon is a logging and pipeline system. Agents log call details, outcomes and notes; it does not tap phone lines or record audio.
Yes. Access is role-based, and specific users can be granted module-admin rights without becoming full system admins.
Scheduled callbacks appear on the agent's dashboard list, and overdue ones are flagged so nothing is missed.
Yes — converted leads link into your customer records, so the sales history stays attached to the billing account.
Import a leads CSV and duplicate phone numbers are skipped and reported, so the same contact never enters the pipeline twice.
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This addon extends HdeBooks. Pricing and availability: contact us or add HdeBooks from the Shop and tell us which addons you need.