System and method for automatic update of calls with portable device
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United States of America Patent
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Jan 23, 2018
Issued Date -
N/A
app pub date -
May 14, 2013
filing date -
Mar 6, 2012
priority date (Note) -
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Abstract
Systems and methods are disclosed for calling desired contacts using a standalone smartphone or other portable device, selecting and using contact information from a customer relationship management (CRM) system, and automatically updating the CRM system with the outcome of each conversation. In addition, systems and methods are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.
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