GOAT CRM SoftPhone V2

The GOAT Connect goat wearing a headset

We are committed to building the #1 CRM in the industry. SoftPhone V2 is the next step: every call, text, callback and sale from one phone, right inside GOAT Leads. It is live today, and it is only in GOAT CRM.

Know who is calling before you answer

An incoming call shows the lead's type, quality, when you got them, when you last called and the time where they live. On a live call every control sits in one place: mute, hold, transfer, park, drop a voicemail, record, text. When the call ends, one tap logs how it went.

Dialpad with today's numbers, incoming call card, live call controls and wrap-up buttons

Text them without hanging up

Send a text from the live call with one-tap Quick Replies. Set a callback in the lead's own time zone. The power dialer waits when it's too late to call the lead and tells you when you can.

Text panel beside the live call, callback times on wrap-up, power dialer calling-hours notice

The lead's whole card, beside the call

Open Lead Card puts the full lead beside the phone without leaving the page you're on.

Lead Card open beside the live call

Dial, power dial, transfer

See the lead's details while it rings. The power dialer lines up your next lead. Warm or cold transfer to a teammate, and see who's free.

Outbound calling card, power dialer next lead, warm and cold transfer

Desktop, dark mode or phone

Shrink it to a bar while you work. It looks right in dark mode and on your phone.

Live call in dark mode and on a mobile phone

Coming next

A three-minute setup that checks your microphone and headset, one Settings window for your buttons, voicemail and quick replies, and a Call History you can redial from.

Setup steps for the new softphone

Screens show example names and numbers.

Get SoftPhone V2 with GOAT CRM

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