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Overview

PhoneIQ provides a comprehensive cloud telephony solution designed for Salesforce to help in high-velocity sales and support operations. While its initial implementation requires a team effort, its effortless data synchronization and native architecture provide the capability to turn voice data into actionable CRM insights, which makes it a compelling choice.

PhoneIQ Specifications

  • Interactive Voice Response (IVR)
  • Call Recording
  • Call Monitoring
  • Call Reporting and Analytics

PhoneIQ Features

Salesforce Native CTI

PhoneIQ software provides a CTI that lives directly within the Salesforce utility bar, which allows agents to manage calls without leaving their CRM. This deep integration ensures that screen pops instantly display relevant client data during incoming calls. This feature helps agents personalize interactions and reduces average handle time significantly.

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Power Dialer

The power dialer in PhoneIQ allows sales teams to automatically iterate through high-volume lead lists created directly from Salesforce views. Users can set up automated workflows that dial the next number immediately after a call ends. This feature helps maximize daily call volume and maintain consistent engagement with prospects.

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Local Presence

PhoneIQ software allows users to dynamically present a local caller ID that matches the area code of the prospect being dialed. This technology leverages a vast inventory of local numbers to increase call answer rates. This feature supports sales representatives in establishing immediate trust and improving connection ratios.

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Live Monitoring

The platform centralizes quality assurance with tools that allow supervisors to monitor, whisper, or barge into live agent calls in real-time. It allows managers to provide immediate coaching and support during difficult interactions. This organization supports better training outcomes and helps ensure high standards of customer service delivery.

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Automated Activity Capture

Activity capture in PhoneIQ is handled by automatically logging every call, voicemail, and message directly into the corresponding Salesforce record. The platform eliminates the need for manual data entry by syncing call duration, notes, and disposition codes. This automation helps maintain accurate reporting and improves the reliability of sales data.

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Pros And Cons of PhoneIQ

Pros

  • Ability to call sequentially without stopping to leave voicemails

  • Offers highly stable and scalable software architecture

  • Quick access to customer records and easy dialing from the CRM

Cons

  • Occasional delays in call log synchronization

  • May present minor security issues with the desktop application

PhoneIQ Reviews

Total 10 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

80%

4

Stars

20%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

DC
Divs C.

Information Technology and Services, 51-100 employees

Less than a year

5.0

“great fit for our team”

Pros

Working with their team has been a real pleasure. The product checked all the boxes for our company's needs and is incredibly user friendly which has been a big advantage for us. As we continue building our relationship with the team, I'm excited about what should be a very rewarding partnership.

Cons

At this point, I don't see any downsides to this product.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

WS
William S.

Cosmetics, 1-10 employees

Less than a year

5.0

“auto dialer works well”

Pros

The auto dialer has been the biggest plus for me and the analytics you get with this software are really useful too. It also gives you the flexibility to work from basically anywhere which makes a big difference. On top of that having a free trial available is a nice bonus.

Cons

So far I really do not have anything negative to say about the software. I have been using it for around 6 to 8 months and it has continued to provide everything I have needed.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

TB
Tom B.

Real Estate, 1-10 employees

Less than a year

5.0

“easy to pick up”

Pros

After about seven months with it, we're genuinely very happy with both the feature set and the latest updates. Our team picked it up quickly and only needed a short introduction session to get started. The local presence calling feature has been especially impressive for international outreach since clients are much more likely to answer when they see a domestic number and feel confident they'll be helped in their own language.

Cons

There were a few challenges around company specific CRM requirements but PhoneIQ's support team handled them very well and with a lot of patience. They were available by phone and on Zoom which honestly isn't something you see very often anymore.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

Frequently Asked Questions

What language does PhoneIQ support?

The platform currently supports the English language.

What other apps does PhoneIQ integrate with?

The platform integrates with Salesforce.

What types of pricing plans does PhoneIQ offer?

The vendor offers a 7-day free trial and four plans: Standard ($33/user/month), Premium ($66/user/month), and Enterprise ($99/user/month). Request a customized PhoneIQ price plan for your business today!

Does PhoneIQ offer an API?

Yes, the vendor provides an API.

Who are the typical users of PhoneIQ?

PhoneIQ features are designed for businesses in industries and sectors like real estate, logistics, media, finance, and healthcare.

What level of support does PhoneIQ offer?

The platform provides support through chat, phone, and demos.

Does PhoneIQ have a mobile app?

Yes, the software offers a mobile app.