Features
VoicerCRM is a full customer platform, not just a contact list. This page is the map; each card links to where the detail lives.
Customers & Contacts
Universal records
One Party record for people and organizations, with multiple phones, emails and addresses.
Contacts →Relationships & roles
Link customers to companies, patients to providers, referrers to referrals — however your business works.
Unified history
Every call, email, meeting and note on one timeline per customer — including linked PBX calls.
Documents & import
Attach files, import from a legacy CRM / Contacts / CSV, and merge duplicates automatically.
Phone integration
Click-to-dial
Dial straight from any record through VoicerOnePBX.
Auto call logging
Calls, notes and recordings land on the customer timeline by themselves.
Integration →Sales
Quotes & invoices
Build quotes from a product catalog, capture e-signatures, invoice, and handle change orders.
Quotes & invoices →Forecasting
Revenue forecasting, pipeline velocity and sales playbooks.
Service & operations
Knowledge base
Articles with approval workflows, full-text search and visibility levels.
Knowledge base →Scheduling & rostering
Appointments, staff shifts and shift-trades, plus equipment/resource booking.
Scheduling →Built-in email
A full mail server with campaigns and drip automation — no third-party mailer needed.
Mail server →Insight & administration
Reporting & dashboards
Real-time KPIs, custom reports, customer-journey and churn analytics, and call sentiment.
Automation & workflows
Trigger actions on events — assign, notify, follow up — without manual steps.
Roles & context UI
RBAC with dashboards that adapt to each role — and to what's happening (like an incoming call).
Users & roles →Multi-industry & compliance
Editions for retail, healthcare, SaaS, education and trades, with HIPAA/GDPR/PCI-DSS controls.
Editions →For developers
REST API
A JWT-secured API over every resource — parties, leads, sales, communications and more.
API →