Use Cases

Everyone wants the calls in Salesforce.
For different reasons.

Sales managers get accountability without the spreadsheets. Reps get context before every call. RevOps gets clean data without chasing anyone. Compliance gets a searchable, auditable record of every conversation. Pick your role.

For Sales Teams

Every rep walks into every call already knowing what was said last time.

Bad CRM data isn't a people problem. It's a timing problem. Manual logging asks reps to do admin at the worst possible moment — right after a call, from memory, before the next one rings. So don't ask. Open any Opportunity in Salesforce and the history is already there: every call, answered or missed, with AI summaries of what was discussed and agreed on the ones where a conversation actually happened.

No logging. No notes to chase. No "sorry, I need to check my notes" moments.

Start free trial → 5 minutes to set up · No card required

Before CallCore

Rep calls prospect, no record created
Manager asks "did you call them?" in pipeline review
Rep tries to recall what was said three weeks ago
Deal falls through. Nobody knows exactly why
CRM call data is whatever reps remember to enter

After CallCore

Every synced handler's calls land in Salesforce automatically
Manager sees call activity in Salesforce moments after it happens
Rep reads the AI summary before the next call
Every touchpoint is visible on the deal record
CRM data is complete, trusted, and zero-effort

What changes for Sales Teams

📞

Every call logged. Zero rep action required.

Inbound, outbound, missed — every call from your synced handlers logs automatically after it ends. The rep never has to open a logging screen.

🧠

AI summary ready before the next conversation

Open the Opportunity, read the summary of the last call, and walk into the follow-up already knowing what was discussed and what was promised.

🎧

Playback any call without leaving Salesforce

One click on any call entry plays the recording directly inside the page. No external links, no second login, no digging through 3CX.

📋

Missed calls are visible, not invisible

Unanswered calls appear in the timeline too. If someone called and nobody picked up, you know. Nothing falls through the cracks silently.

For RevOps & Sales Ops

Clean call data inside Salesforce. Without asking anyone for it.

Every call your team makes or receives is in Salesforce, structured, attributed to the right records, and ready for reporting.

No data hygiene campaigns. No "please log your calls" announcements. No bridging 3CX exports into Salesforce manually. It just appears.

Start free trial → 5 minutes to set up · No card required

Before CallCore

Call data lives in 3CX, not Salesforce
Self-reported activity is partial and unreliable
Pipeline analysis missing the phone conversation layer
Reporting requires exporting from 3CX, cleaning, importing
No way to correlate call activity with deal outcomes

After CallCore

Every call automatically synced and attributed
Call activity is captured, complete, and trusted
Full phone conversation layer inside Salesforce reports
No export, no import, no data wrangling
Call volume, patterns, and outcomes all reportable

What changes for RevOps & Sales Ops

📊

Call activity as a native Salesforce data point

Call logs, summaries, transcripts, and recordings all live inside your Salesforce org. Report on them the same way you report on anything else.

🎯

Sync only the people whose calls belong in Salesforce

HR, finance, IT — exclude them. Sync only the teams whose conversations actually belong in Salesforce. Keeps the data clean and the integration purposeful.

⚙️

Works with your customised org, not just a vanilla one

Custom objects, custom phone fields, custom relationship logic — all supported via a lightweight extensibility layer. Roughly 15 lines of Apex for a custom object. An afternoon task, not an IT project.

🔄

Historical data backfills automatically

When you connect CallCore, existing call history comes with it. Two months backfills in about 30 seconds. How far back and whether to transcribe history is your choice.

The recording playback in Salesforce was the moment everyone understood why we needed this. One click, playing in the browser, on the record. Nobody had seen that before.

Martin Andĕl · Systems Administrator · Y3S Loans · 3CX + Salesforce

For Customer Success

Walk into every customer call knowing the full history of that relationship.

Open any Account or Contact and see every conversation — calls and emails — in a single chronological view. Know what was discussed at onboarding, what issues were raised at the last QBR, and what the previous CSM promised on the handover call. Even if that call happened before you joined.

Start free trial → 5 minutes to set up · No card required

Before CallCore

New CSM inherits an account with no call context
Customer references a conversation nobody documented
Escalation arrives and you're piecing together a timeline
Renewal conversation lacks any objective activity data
Relationship history lives in individual email inboxes

After CallCore

Full call and email history on every account from day one
Every conversation referenced is findable and playable
Escalation timeline is complete and immediate
Renewal backed by objective engagement data
Relationship history is in Salesforce, not in inboxes

What changes for Customer Success

📂

Complete conversation history on every account

Calls and emails together, ordered chronologically, on the Salesforce record. Open an Account and the full relationship history is right there.

🤝

Handovers that lose nothing

When a CSM changes, the new person reads the call summaries and listens to key conversations. No knowledge is lost in the handover. The account context transfers completely.

⚡

Faster escalation resolution

When a customer escalates, pull up the full call history immediately. Find the specific call, play the recording, read the transcript. No scrambling for context.

📈

Objective data for renewal conversations

Show the customer their own engagement history — number of calls, topics covered, issues resolved. Renewals become conversations grounded in evidence, not perception.

For Compliance & QA

Every call. Searchable. Auditable. Permission-controlled to the person.

Complete call records — transcripts and AI summaries stored inside your Salesforce org, with recordings staying in your 3CX and streamed on demand through a secure CallCore proxy. A layered permission model gives compliance teams exactly the access they need. Without giving everyone else access to everything.

Start free trial → 5 minutes to set up · No card required

Before CallCore

Call recordings scattered across 3CX, hard to locate
No searchable transcripts — listening is the only option
No record of missed or unanswered calls
Access controls are binary — either you can or you can't
Compliance review requires IT to pull specific recordings

After CallCore

All calls in Salesforce, attributed to the right records
Full text transcripts searchable without listening first
Missed and unanswered calls logged and visible
Granular permissions by type: logs, summaries, transcripts, recordings
Self-serve access for compliance — no IT ticket required

What changes for Compliance & QA

🔍

Searchable transcripts across all calls

Find any conversation by keyword without listening to recordings. Full transcripts are stored with every call, searchable within Salesforce the same way any other text field is.

🔑

Granular, layered permission control

Four independent permission levels: view call logs, view summaries, view full transcripts, listen to recordings. Grant exactly the right access to exactly the right people — no more, no less.

📄

Complete record including missed calls

Not just answered calls — every inbound attempt, every missed call, every unanswered outbound attempt is in the record. Nothing is omitted from the compliance view.

🔒

Recordings stream securely — 3CX never exposed

Audio is proxied through CallCore. Your 3CX phone system is never reachable from the outside world. Only authenticated, permitted users with valid sessions can play any recording.

Four roles.
One fifteen-minute setup.

Whichever role brought you here, the setup is the same: about 15 minutes, no IT project, no credit card. Your 3CX calls inside Salesforce — for the whole team, from the first day.

See it working in my Salesforce org No card · Set up in about 15 minutes · Works with your Salesforce org

Everyone wants the calls in Salesforce. For different reasons.

Every rep walks into every call already knowing what was said last time.

What changes for Sales Teams

Clean call data inside Salesforce. Without asking anyone for it.

What changes for RevOps & Sales Ops

Walk into every customer call knowing the full history of that relationship.

What changes for Customer Success

Every call. Searchable. Auditable. Permission-controlled to the person.

What changes for Compliance & QA

Four roles. One fifteen-minute setup.

Everyone wants the calls in Salesforce.
For different reasons.

Four roles.
One fifteen-minute setup.