Yes, SymplastCRM supports inbound calls through your assigned marketer number. When a patient or lead calls in, the system can display caller details, and log the call activity under for seamless tracking and follow-up.

When you make a call from SymplastCRM, the recipient will see your assigned marketing number — the same number configured in your CRM account. This ensures brand consistency and allows patients or leads to call you back on a number they recognize

When you make a call from SymplastCRM, the recipient will see your assigned marketer number — the same number configured in your CRM account. This number is A2P (Application-to-Person) verified, which means your practice name may also appear on the caller ID, increasing trust and answer rates.

To port your existing number into SymplastCRM, you’ll need to submit a porting request along with a recent phone bill and a completed Letter of Authorization (LOA). Your CRM strategist will guide you through every step and work with your current carrier to initiate the transfer. Please note: This is a lengthy process and involves third-party carriers, so we are not in full control of the timeline or outcomes. Delays or downtime may occur — sometimes as short as 2 hours or as long as a full day. While your CRM strategist will support you throughout, the process can be frustrating due to factors beyond our control. If you’re willing to be patient, we’ll do everything we can to ensure your number is successfully ported.

Call recording in SymplastCRM depends on your subscription tier. If your tier includes this feature, all inbound and outbound calls will be recorded automatically and stored under the contact’s profile. If you’re unsure whether your plan includes call recording, your CRM strategist can confirm and enable it for you if available.

Yes, call recording settings can be customized based on your preferences. If your SymplastCRM tier includes call recording, you can choose to disable it for specific numbers/users. Your CRM strategist will help you configure these settings to match your practice’s privacy policies or operational needs.

Yes, all recorded calls are automatically stored within the contact’s timeline in SymplastCRM. This makes it easy for your team to review past conversations, track communication history, and maintain continuity in patient engagement.

Yes, call recordings in SymplastCRM can be downloaded directly from the contact’s profile. Simply navigate to the patient timeline, choose the recording, and use the download option to save it for documentation, training, or compliance purposes.

Yes, SymplastCRM offers automatic call transcription — depending on your subscription package. If your plan includes this feature, calls will be transcribed and stored under the recording in the contact’s timeline. If you're unsure whether transcription is enabled for your account, your CRM strategist can check and activate it for you if available.

Call transcriptions are found directly under the call recording within the contact’s Timeline in SymplastCRM. If your package includes transcription, just click on a call entry in the timeline — the audio recording will appear with its transcription displayed below.

Yes, SymplastCRM allows you to add notes directly to a contact’s profile — even during a call. These notes are accessible from multiple areas, including the Opportunities section and the Conversation tab, and they travel with the contact throughout the system.

Yes, SymplastCRM has a Tasks feature that allows you to assign follow-up actions to specific team members. Tasks can be created from the Opportunities, Contacts, or Conversation tabs. You can set deadlines, add notes, and assign them to staff, who will receive reminders when the task is due. All assigned tasks are also visible on the dashboard, helping your team stay organized and accountable.

SymplastCRM allows you to add multiple phone numbers to your account. This is useful if you want dedicated lines for different teams, departments, or providers. Each number can have its own voicemail, call routing, and texting capabilities. Your CRM strategist will help you set up and configure additional numbers based on your practice’s needs.

Yes, SymplastCRM allows you to track call performance through detailed call logs and recordings. You can review call duration, outcomes, assigned users, and even transcriptions (if enabled). These insights are helpful for team training, quality assurance, and internal audits — all accessible directly from the contact timeline or reporting dashboards.

Yes, call quality in SymplastCRM is directly affected by your internet connection. A stable, high-speed connection ensures clear audio and minimal disruptions. For best results, we recommend using a wired Ethernet connection or strong Wi-Fi with minimal background usage during calls.

Calls made outside your set business hours in SymplastCRM can be automatically routed to voicemail, a pre-recorded message, or an answering service, and the system will also send an automated text letting them know your team will get back to them during business hours. All missed calls are logged in the contact’s timeline for easy follow-up the next day.

Yes, SymplastCRM supports shared phone numbers across multiple users for both calling and texting. One number can ring up to 7 staff members simultaneously, ensuring no call goes unanswered.

Yes, SymplastCRM allows you to set up a custom voicemail message for missed calls. If a call goes unanswered, the system plays your recorded message and logs the voicemail under the contact’s profile. Additionally, the caller will automatically receive a text message letting them know you missed their call and asking what you can help them with. This ensures prompt engagement even when no one is available to answer live.

Yes, every missed call is automatically logged in SymplastCRM and appears in the contact’s timeline. Your team will receive real-time notifications via email or inside the CRM dashboard, and the caller will receive an automated text message acknowledging the missed call and asking how your office can assist. This ensures no lead or patient inquiry is left behind.

Phone number costs in SymplastCRM range from $1.15/month to $6.96/month, depending on the area code and location. This is the base cost, and additional usage charges (like call minutes and text volume) may apply.

Yes, voice calls in SymplastCRM are billed per minute. However, we offer wholesale rates through our carrier partner, Twilio, which means you get excellent value. On average, you can make and receive approximately 1,000 calls (combined inbound and outbound) for around $25. Actual cost may vary slightly depending on call duration and destination.

Yes, you can request a detailed monthly usage report for inbound and outbound calls by emailing our support team. The report will include call counts, durations, and related charges to help you track performance and manage costs effectively.

Yes, all call activity reports—including call type, duration, user, and outcome—are available directly within SymplastCRM and can be filtered by date or team member. However, usage and cost reports (such as total minutes used and monthly charges) are not available inside the CRM and must be requested via email.

You can find all voice call records for a contact in their Timeline tab inside SymplastCRM. Each call entry includes the date, time, call direction (inbound or outbound), duration, recording (if enabled), and transcription (if available). This centralized view helps you track the entire communication history at a glance.