Ivorey™ lets you manage all your business calls without needing a separate phone system. Whether you're on your desktop or using the mobile app, you can make and receive calls directly through your Ivorey™ number and everything syncs back to your CRM.
This means when a lead calls your sales line, or you’re following up with a client, you can handle it all inside Ivorey™ or via the LeadConnector app with full call tracking, notes, tags, and automations.
This guide is perfect if you're looking to:
Answer client calls from your phone without giving out your personal number
Follow up with leads on the go
Make outbound calls directly from your desktop or app
Manage your call history, recordings, and automations - all in one place
Before getting started, it's crucial that you follow the below steps:
Purchase a phone number through Ivorey™ and set up your phone services.
Complete any regulatory compliance steps (e.g. A2P for USA or regulatory and address bundles for AUS).
Download the LeadConnector app and login with your Ivorey™ credentials. This will enable you to receive and make calls on-the-go.
Ensure you've set up any team members. Select each team member (including yourself) and navigate to the [Call and Voicemail Settings] tab. From there, you can assign phone numbers and call routing (e.g. allowing calls to the Web App or a phone number of a real phone).
(Optional) Enable call recording:
From the main Ivorey™ menu, go to [Settings] > [Phone Numbers] > select the three dots next to the number > [Edit] > toggle on [Enable Call Recording] if you'd like the calls to be recorded and stored in the contact record via the CRM.
When calls are made or received to the phone number, you can answer them via the app like you would a normal call (as long as you've set the settings above). Once you establish a call connection, a batch of icons appear on screen. These provide the following actions that you can take:
Mute: Mute yourself during a call, preventing the caller from hearing you while you can still hear them.
Dial: Opens the dial pad for making selections.
Hold: Puts the call on hold, muting both parties, and is triggered automatically when initiating a Warm Transfer.
Warm Transfer: Speak to the recipient before transferring the call. You can switch between calls and merge them if needed.
Blind Transfer: Instantly transfers the call to another user without a prior conversation with the caller.
Quick Dialing: Starts dialing immediately after opening the dialer, searching for contact matches as you type.
Add Notes After Calls: Capture important details post-call from the Recents screen.
Tag Contacts After Calls: Apply tags to contacts directly after calls from the Recents screen. This is a great way to trigger automations e.g. you could have a workflow with a rule, that when you apply a certain tag to a contact, it creates a task for you to follow up, sends an SMS/email, or any other steps that you choose.
Scripts. To use this feature, navigate to [Settings] > [Phone Numbers] > [Advanced Settings] > [Call Scripts] to create or select a script. Once created, users can access the script during calls by clicking on [Scripts] and selecting the appropriate one. Perfect if there's important notes for sales teams etc.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
