salesmate Blog

Transfer calls within Salesmate and seamlessly collaborate with your sales team

Warm Transfer – Get instant help without disconnecting

Warm Call Transfer

Unable to solve a client’s question? No worries, by using our ‘warm call transfer’ feature, get the right agent on the call who has experience in addressing their issue.

You can keep the client on hold after taking his permission and quickly discuss the matter with a teammate. Once the knowledge transfer is done, drop out of the call and let your colleague take the conversation ahead.

Cold/Blind Transfer – Get the right person on the call

cold call transfer

Clients or prospects might be calling your front desk office phone number or called the wrong person in your org by mistake. You can easily transfer this caller to the proper person.

Enhance your communication and strengthen your relationship by making the most of this functionality of Salesmate’s virtual phone system.

To know more about Salesmate CRM built-in calling feature, click here.

To know more about setting up this feature, check our support doc here.

If you are not a Salesmate user, then start exploring the CRM with a free trial and see how it can help your business.

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