Video Walkthroughs

Effortlessly manage your data by setting up and automating new custom fields and panels in your account

Discover which click-to-call forms are available to you in CTM, new form templates, and how to route calls based on forms.

Learn how to route callers with keypresses or speech recognition, set up custom voice menus, and connect them to other tools in your account.

VoiceAI lets you easily set up an AI-powered attendant to handle after-hours or overflow calls, ensuring your team stays supported 24/7. VoiceAI can schedule appointments, take messages, and help reduce the need for extra staffing during slower times.

Set up agent scripts and optimize your account with advanced setups, calendars, and more.

Personalize voicemails, optimize task management, and get in-depth reporting on key metrics.

Learn how to maximize your Salesforce integration with CTM.