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Calling CRM: click to call from computer, with the call on your phone

Click to call from computer means starting a phone call by clicking a number on a web page instead of typing it. With Calling CRM, a click in Chrome makes your phone dial that number on its SIM.

  • Click a number in Chrome
  • The phone dials it
  • SIM, auto-call and speaker settings
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TL;DR · SHORT ANSWER

What is click to call from a computer?

Click to call from a computer lets you start a call by clicking a phone number on screen. Calling CRM sends that click to your phone, which places the call.

Benefits

Click to call from computer benefits

For people who read leads on a big screen but sell on their phone.

No retyping numbers

Click instead of copying digits from screen to keypad.

Your own SIM

The call goes out from the phone, on the number customers know.

Speaker option

Set the call to start on speaker so hands stay on the keyboard.

Logged like any call

The call lands in the phone’s history and on the lead.

Any page in Chrome

Portals, emails, spreadsheets and web forms that show a number.

How it works

How click to call from computer works with Calling CRM

The computer starts the call; the phone does the calling.

  1. Set your preferences

    Choose the SIM, whether the call should start by itself and whether to use speaker.

  2. Click a number in Chrome

    On any page showing a phone number, click it while the phone is nearby with Calling CRM running.

  3. Talk on the phone

    The phone dials; after the call, the after-call sheet records the outcome as usual.

Features

Click to call from computer features table

The settings behind each click.

Click to call from computer settings
FeatureWhat it doesBest for
Click in ChromeA number clicked on a page is sent to the phone to dialDesk-based selling
SIM settingPicks which SIM places clicked callsDual SIM phones
Auto-call settingDecides whether the call starts by itselfFast lists
Speaker settingStarts the call on speakerTyping notes during calls
Call historyThe call is logged on the phone like any otherOwners checking activity
After-call sheetStatus, remark and follow-up after the callKeeping the lead current

Click to call from computer vs a softphone

A softphone turns the computer into the phone: audio goes through a headset, and calls usually go out on an internet number. Click to call with Calling CRM is different. The computer is only the place you click; the actual call is a normal mobile call on your SIM.

That keeps the familiar caller number and needs no telephony account. The trade-off is that your phone has to be with you. If a desk headset and virtual number are what you want, a softphone is the better tool.

Click to call from Chrome for lead portals and email

Many leads first appear on a computer: an enquiry email, a marketplace inbox, an ad-platform lead table. Rather than reading the number off the screen and typing it into the phone, a click hands it to Calling CRM, which dials it.

If those leads are already in a sheet, it is often better to import them so they show up in the app with their source. The Google Sheets lead import page explains how.

Click to call from computer, then log the outcome

  • The call appears in the phone’s call history with the SIM used.
  • If the number belongs to a lead, the lead card shows during the call.
  • The after-call sheet sets status, remark and next follow-up in two taps.
  • Team call logs include these calls for the owner.

Click to call from computer example: an IT services seller in Bengaluru

ILLUSTRATION, NOT A NAMED CUSTOMER

An IT services firm in Bengaluru has one inside-sales rep who spends the morning on a laptop reading 40 web enquiries and emails.

Instead of typing numbers into the phone, she clicks each one in Chrome. Her phone, set to speaker and the work SIM, dials immediately, so she can type notes while she talks.

Each call lands in the call history on her work SIM, and she closes it with the after-call sheet before clicking the next enquiry.

Click to call from computer limits

Know these before you rely on it.

FAQ

Click to call from computer FAQ

How do I call directly from a PC using my mobile number?

Use a click-to-call setup that hands the number to your phone. With Calling CRM you click the number in Chrome and your phone dials it on its SIM.

Is there a way to call people from a computer without a virtual number?

Yes. Calling CRM uses your phone to place the call, so no virtual number is needed; the computer only starts it.

What is click to call?

Click to call means starting a phone call by clicking a number on a screen instead of dialling it by hand.

What is the best click to call from computer setup for mobile sellers?

One where the call still goes out on your own mobile and gets logged to the lead. Calling CRM’s dial-from-computer feature works that way.

Does Calling CRM offer click to call from computer?

Yes. Click a number in Chrome and your phone dials it, with SIM, auto-call and speaker settings.

Which SIM does click to call from computer use?

The SIM you choose in the settings, which helps on dual SIM phones.

Does the call audio come through the computer?

No. The phone places the call and the audio stays on the phone; you can set it to start on speaker.

Can click to call start the call automatically?

Yes, if the auto-call setting is on. Otherwise the number is ready on the phone for you to start.

Are calls made by clicking in Chrome saved to the lead?

Yes. They are normal phone calls, so they appear in history and on the lead, with the after-call sheet afterwards.

Do I need the phone next to me for click to call from computer?

Yes. The phone makes the call, so keep it with you and Calling CRM running.

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Put every call your team makes on the record

Install Calling CRM on one phone today, then add the team when it works for you.