
Mobile App Training Session
Our mobile app is designed for agents on-the-go who want the same great experience taking customer calls, texts, and chats anywhere.

Forms & FormReactor
Discover available click-to-call forms in CTM along with call routing options and tasks based on form submissions.

Softphone
Learn how to make and take calls on your desktop using the internet with this introduction to CTM’s softphone.

Tags
Discover how tags can help you categorize activities like calls, chats, messages, and more based on your goals.

Voicemail Setup
Set up a voicemail box to create customized business voicemails using our Voice Menu function.

Presets/Copy
Learn how creating “Presets” and using the “Copy” function can help streamline your account setup