Doocti Calling

In detail

What Doocti Calling does

Part of Conversations & Acquisition in QuipCRM — Sales CRM. Find buyers with Apollo, call with Doocti and prepare messages in the apps your team uses. Keep outreach actions and follow-ups attached to an owned lead.

01

Call from the customer record

An in-app Doocti phone and click-to-call actions keep the lead or contact in context. Each workspace needs its provider account and configured agents.

02

Keep the outcome useful

Call outcomes and follow-up details belong with the lead. Provider-delivered logs and recording links can be attached when that integration is configured and delivering them.

03

Control number visibility

Workspace controls can hide customer numbers from managers and sales reps while keeping the calling workflow available. Owners and admins retain the visibility needed to manage the account.

Where it fits

Find your buyer, make the call and prepare the follow-up

Doocti Calling is 3 of 8 modules in this area. Each one works on the same record.

The Sales CRM workflow, end to end

Doocti Calling supports this flow alongside the other Sales CRM modules.

01
Find & capture
Review prospects in Apollo, add selected records, or capture leads through forms, imports and your API-connected sources. Give each lead an owner and a next step.
02
Call & follow up
Call through a configured Doocti phone, then prepare a WhatsApp or email draft with the lead’s details. Log the outreach action and schedule the next follow-up.
03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.