Call buyers from the CRM. Every call lands on the deal.
Place and take phone calls right in Trove from any computer with a headset, work a list of leads with the power dialer, and get a recording and an AI summary of every call on the customer's opportunity. No separate phone system to buy.
From ring to follow-up
- 1
A buyer calls
It rings in Trove with their name, their home and why it reached you. Their own rep rings first.
- 2
Answer from any page
Pick up in the browser and keep working. The call follows you between pages and your website.
- 3
It logs itself
The call, its length and the recording are saved on the opportunity, with no notes to type up.
- 4
AI writes the recap
A short summary, key points and next steps for each recorded call and voicemail, added as a note.
Work through a list of leads without losing your place
Select opportunities on the list and click Call one by one, or call every lead that matches a filter. Trove builds a calling list and opens each buyer in turn, so reps spend the afternoon talking instead of looking up numbers.
- Call this page, a selection or every matching opportunity
- Call, add a note, set a follow-up task, then Complete to open the next buyer
- Skip without changing a deal, and leads with no phone number are left out
- The calling list stays on your tasks with a running count, so Resume calling picks up where you stopped
Ring the right person the first time
Give the whole business one number, or add numbers for each location and each rep. When a customer already in your CRM calls, their assigned rep rings first, then the team.
- Numbers for the whole business, a location or one team member
- Assigned rep first, then the customer's location, then everyone
- Forward to a cell phone when nobody answers, then voicemail
- Outbound calls show the number most likely to bring the callback back to you
Every conversation, on the record
Calls to and from your customers are logged on their opportunity automatically. Turn on recording and Trove AI writes a summary of each call and voicemail, so a manager can catch up on a deal in seconds.
- Inbound, outbound and missed calls on the deal's activity feed
- Optional recording, with a "This call may be recorded" notice
- AI summaries with key points and next steps
- Voicemails saved, summarized and logged on the opportunity
Also in the box
No desk phones
Any computer with a microphone or headset. Calls continue as you move around Trove.
In-call controls
Mute, a keypad for phone menus, and a call card you can drag out of the way.
Do not disturb
Reps choose when they take calls. With several tabs open, calls ring in just one.
Notes and tasks mid-call
Add a note or a follow-up task without leaving the call or the calling list.
Choose who calls
Give calling to the whole team or just the people who need it.
Usage you can see
Minutes and numbers are tracked on your Subscription page, month by month.
Frequently asked questions
Put the phone back in the CRM.
We set up your numbers and routing with you during onboarding, so your team is taking calls in Trove from day one.
Get started with Trove
Bolster your sales & product team with Trove