Phone & Call Tracking
Log, track, and analyze every customer call your team makes
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Auto customer lookup
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Call analytics
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Follow-up scheduling
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Timeline 360 integration
SyncHQ Pro phone integration lets you log inbound and outbound calls, auto-link them to customers, add call notes, schedule follow-ups, and analyze call volume trends. Track who called whom, when, and what was discussed — everything feeds into the Customer Timeline 360.
Why Teams Love This Feature
Call Logging
Log every inbound and outbound call with automatic customer lookup and call duration tracking.
Call Notes & Follow-Ups
Add notes to any call and schedule follow-up actions — never forget what was discussed.
Call Analytics
Dashboard showing call volume, peak hours, average duration, and staff leaderboard.
Customer Timeline Integration
Every call automatically appears in the Customer Timeline 360 view for a complete interaction history.
Powerful Features Built for Service Management
Call Log Management
Comprehensive call tracking for your team.
Log inbound and outbound calls
Automatic customer auto-lookup by phone number
Call duration and timestamp recording
Call outcome tracking (connected, voicemail, no answer)
Twilio integration for auto-logging
Notes & Follow-Ups
Capture call context and next steps.
Rich text call notes
Follow-up scheduling with reminders
Link calls to jobs or estimates
Call disposition codes
History search and filtering
Call Analytics Dashboard
Understand your team phone performance.
Call volume trends (daily/weekly/monthly)
Peak hours analysis
Average call duration
Staff leaderboard by call count
Inbound vs outbound ratio
Microsoft Teams Sync
Sync call history from Microsoft Teams.
Teams call history import via Graph API
Auto-match Teams calls to customers
Unified call log across platforms
Bi-directional contact sync
Available with Microsoft 365 integration
Frequently Asked Questions
Do I need Twilio for call tracking?
No. Manual call logging works without any integration. If you connect Twilio, calls are automatically logged with duration and recording links. Teams calls can also sync via Microsoft 365.
How does customer auto-lookup work?
When you log a call, enter the phone number and SyncHQ Pro automatically searches your customer database for a match. The customer is linked to the call record and it appears in their Timeline 360.
Can I see call analytics?
Yes. The call analytics dashboard shows call volume trends, peak hours, average duration, and a staff leaderboard. Use this data to optimize staffing and identify top performers.
Are call recordings stored?
If you use Twilio, call recordings are linked from Twilio storage. SyncHQ Pro stores the recording URL — actual audio files stay in your Twilio account.
Related Features
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Ready to Try Phone & Call Tracking?
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