CallBix

Changelog

What's new

New features, improvements and fixes to the CallBix app and dashboard.

  1. WhatsApp automations, the Zoho CRM extension and scheduled reports

    New leads now reach your team on their own, callers get the right WhatsApp message at the right moment, and reports arrive in your inbox.

    • NewWhatsApp automations with MotherBot: send your approved WhatsApp templates after a call, after a missed call, when a customer doesn't pick up, for a chosen call result, when a follow-up is planned or shortly before it — with quiet hours and a daily limit per person.
    • NewSend an approved WhatsApp template straight from any call on the web.
    • NewCallBix for Zoho CRM: a “Call with CallBix” button on records and list views sends one lead or a whole selection to the record owner, a team in turn or one person, a CallBix panel shows each record's calls and recordings, and ready-made Zoho workflows call new leads within minutes.
    • NewChoose who gets call requests from your CRM, workflows and lead sources: everyone in turn, one team or one person — and match CRM logins to your people.
    • NewNine business reports — team overview, agent performance, outcomes, missed calls and callbacks, follow-ups, speed to lead, busiest hours, WhatsApp messages and the full call log — to download as PDF, Excel or CSV.
    • NewScheduled report emails: daily, weekly or monthly, with PDF, Excel or CSV attached, for the whole team or chosen teams.
    • NewA data deletion and privacy request page, with email confirmation and status tracking.
    • ImprovedA new Integrations page: every integration as a card, with setup, settings and activity in a side panel, and settings explained in plain words.
    • ImprovedClearer menus on the web and in the app, and a bottom tab bar on phones.
    • ImprovedTidier app screens: formatted phone numbers, “No answer” on unanswered calls, one-tap Call, WhatsApp and SMS on every call, and less empty space at the top of each screen.
    • NewLead sources: Facebook and Instagram lead ads, website forms, Google Ads lead forms and IndiaMART enquiries go straight into a call list or to an agent's phone with a Call now button.
    • NewCRM automations for Zoho CRM, Salesforce and HubSpot: follow-up tasks, missed-call tasks, call notes on the contact, record owner set to the agent, and rules that update fields or create a deal from the call outcome.
    • NewWhatsApp and WhatsApp Business calls are logged alongside SIM calls.
    • ImprovedMore columns and filters on the Calls page and in the app, including a custom date range, with your chosen columns remembered.
    • ImprovedContact names from the phone come first, then the CRM name, then the number.

  2. CallBix is live

    The first public release of CallBix: call tracking, recording and CRM sync for sales teams that sell from their own phones.

    • NewAndroid app that logs every call made or received on the team's own phones and SIMs, with dual-SIM control.
    • NewCall recordings attached to each call, with playback from the web dashboard.
    • NewCaller ID from your CRM and after-call notes with outcomes, even when the phone is offline.
    • NewTwo-way sync with Zoho CRM, Salesforce and HubSpot, including your own custom fields.
    • NewCall lists from Excel or CSV, a power dialer and smart retries.
    • NewWhatsApp and SMS templates to follow up straight after a call.
    • NewSpeed-to-lead push notifications with a Call now button, missed-call chasers and callback reminders.
    • NewDaily targets, leaderboard, reports and an end-of-day email for managers.
    • NewRoles, teams and permissions, an audit log, and the option to keep recordings in your own storage.
    • NewWebhooks and an Automation API for connecting any other system.

Every call on the record, starting today.

14-day free trial. No card. Your team is logging calls within the hour.

Start free trial Talk to us