Build & Manage Relationships

World Phone CRM provides a 360-degree view of your business relationships. From a single screen, access all the contact details, including:

1. Conversation history (phone / chat / email)
2. Business Activities
3. Calendar
4. Documents
5. Relation to other contacts

Grow Sales & Manage Business Development

Easily view your Sales Pipeline for accurate forecasting, target resource allocation, and sales analysis. Manage your leads, report on your pipeline, and manage campaigns all from a central dashboard. Schedule follow up on Sales Opportunities and manage deliverables for any project or event.

Manage Projects & Resources

Plan and schedule projects within software to ensure all tasks are delivered on time. Enjoy flawless project planning – track your status, tasks, costs, revenue, and resources. Our solutions allow your team to collaborate on projects and report on key metrics, including your team’s current workload.

Generate Invoices & Collect Payment

Generate invoices for services, products or time billed with World Phone Business Management Solutions.
As products and services are delivered, you can also track inventory or that status of Sales Orders, and of course, collect payments.

Report on KPIs & View Dashboard

You are just one click away to get the management information you need.
World Phone’s powerful reporting engine provides the ability to print, email, export to PDF, and search the reports.
With a state-of-the-art dashboard, our business management solution quickly measures KPI’s and return on investments.

Call from the software using built-in Cloud Telephony

In World Phone Business Growth Solutions, you can buy numbers, assign them to reps, record voicemail, and call with a single click.