Every call — one click away and in the file
Click a number in the CRM and the UniTalk exchange connects you to the client. The call lands in the file with its duration, a missed one becomes a task, and an incoming call rings for the agent who handles that person.
Try the path of one call
A demo with made-up people: Maria is a client of the agent Ivan. The buttons show what happens in the CRM and on his line.
- Phone
- 088 *** 3021
- Agent
- Ivan P.
- Last call
- 3 days ago
- One click
The number in the CRM is a button: the exchange rings your line, then dials the client. On a mobile, dialling is the usual way by default.
- It rings for their agent
A known number rings for the agent who handles that person. Otherwise — for the line or group that was dialled.
- Recordings — with a permission
They play only with a separate permission and every playback stays in the logs. They’re switched on once the exchange warns the caller.
The phone tied to the file
One-click calls
From any phone number in the system. If the exchange refuses, the system falls back to ordinary dialling and says why.
A log with durations
Every call — outgoing or incoming, answered or missed — with its duration, on the contact and in the agent’s log.
Who’s calling
On an incoming call the agent sees who it is, whose client they are and when they last spoke — while the phone is still ringing.
Missed → task
A missed call from a known client becomes a “Call back” task — just one, however many times they rang.
Recordings behind a permission
Recordings play from the system only with a separate permission. Every playback is written to the logs.
Permissions by role
Who calls, who sees the whole team’s calls, who listens to recordings and who assigns lines — separate permissions.
Three steps and you call from the CRM
A UniTalk account and lines
One SIP line per agent who will call, and a device on each — a phone or an app. The account is signed with UniTalk.
Switched on by Techtonify
We enter the API key. In the UniTalk dashboard you add the event handler — with the address from the telephony page.
Lines to agents
On the “Telephony” page each line is attached to its agent. “Check connection” tests the exchange without placing a call.
UniTalk at a glance
- Connection
- UniTalk’s API for dialling and events from the exchange
- How it rings
- The agent’s line first, then the client
- On a mobile
- Ordinary dialling or via the exchange
- The log
- Direction, outcome and duration
- Recordings
- Behind a separate permission, with every playback logged
- Terms
- The account and lines are paid to UniTalk
Prices and terms belong to UniTalk and may change — check them with UniTalk.
Frequently asked about telephony
Does the call go through OptiEstate?
No. UniTalk rings your line first and, once you pick up, dials the client. The audio is between your device and the exchange — the system records who called whom, when and for how long.
What do I need?
A UniTalk account with one SIP line per agent who will call, and a device on each line — a phone or an app. Techtonify switches the telephony on.
Who does an incoming call ring for?
If the number belongs to a known client, the card pops up for the agent who handles them. If not — for the agent whose line was dialled, or for the ringing group. If nothing matches, there’s no card — better none than one for the wrong person.
What happens to a missed call?
It goes into the log. If it’s from a known client, their agent gets a “Call back” task — just one, even if the person rang several times. The contact file shows the unreturned call.
Who can listen to recordings?
Only people with the recordings permission, and every playback is logged. Recordings are switched on once the exchange tells callers the call is being recorded.
And from a mobile phone?
By default it’s ordinary dialling — that’s fastest. The agency can route it through the exchange instead: then the client sees the agency’s number and the call goes into the log, but the phone in your hand rings first.
Works with what the agency already uses
SMSAPISMS to the client by themselves — on an enquiry, a viewing and a signature, from the agency’s account.Google, Apple and Outlook calendarViewings, meetings and tasks show up in your calendar by themselves.
CreditMallA mortgage calculator and loan request right in your listings.Google Maps and MapboxA map of properties and addresses — with Mapbox, projects are in 3D.Call from the file. The rest lands in it.
Show us how you call today — we’ll show you the call, the missed one and the recording reaching the right agent.
