Sage Sales Management allows you to automatically log outgoing and incoming calls made from mobile devices, ensuring that all relevant commercial activity information is stored within the CRM.
Call synchronisation varies depending on the device’s operating system:
For iOS devices, synchronisation is carried out via the Caller ID functionality, which enables calls to be identified and interactions to be logged directly from the device without the need to install additional applications.
For Android devices, synchronisation is managed through the Call Tracker application, which must be downloaded and installed separately to enable the automatic logging of calls within Sage Sales Management.
Below, we explain in detail how to configure each of these options according to your device’s operating system.
Key Differences between the Two Systems
Feature | iOS – Caller ID | Android – Call Tracker |
Synchronisation Method | Configuration within the Sage Sales Management application and device settings. | Downloading and installation of an external application (Call Tracker). |
Call Logging | Available only on devices with iOS 14 or later. | Available on any compatible Android device. |
Required Permissions | Permission to access contacts and calls must be granted in the iPhone settings. | Permissions to access calls and contacts are required within the Call Tracker app. |
📌 Important: In both cases, to ensure proper synchronisation, the user must grant the appropriate permissions and periodically review their device’s settings.
To proceed with the configuration, select the article corresponding to your operating system: