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September 20, 202600.0

OnlinePBX for realtors: calls and recording on the deal card

OnlinePBX for realtors: calls and recording on the deal card

Guide · telephony

A broker’s personal phone means lost context. Managers cannot coach quality, juniors cannot learn from recordings, and clients disappear with the SIM card. OnlinePBX + CRM keeps the call next to listing and deal.

click-to-callfrom CRM
recordingon deal
missedas tasks
QAcoaching
1

Numbers & users

Routing and business hours.

2

Click-to-call

Dial from the deal/listing card.

3

Recording rights

Who listens, retention, coaching rules.

4

Missed → tasks

Auto-task to owner.

5

Quality week

Review 5–10 calls for viewing/qualification gaps.

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