GOAT CRM SoftPhone V2
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.
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.
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.
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.
Desktop, dark mode or phone
Shrink it to a bar while you work. It looks right in dark mode and on your 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.
Screens show example names and numbers.
Get SoftPhone V2 with GOAT CRM
Already on GOAT CRM? It's yours now, nothing to do. Not on GOAT CRM yet? Start it today and be calling with it today.
We are building the #1 CRM in the industry, and we're just getting started.
Ready to grow your book of business?
Get exclusive, TCPA-compliant insurance leads delivered to your CRM in real time.
Get Leads