Open your communications hub
Choose Calls & messages in your firm portal to reach the CRM account linked to your practice.
DocketPeak / CRM calling & texting
Keep the conversation
moving with your firm.
Open your connected CRM business phone, text inbox and call history from the DocketPeak portal. Bring client communication into your working routine with an active CRM phone service.
Configured around your firm’s services, people and processes.
DocketPeak / Your workspaceDemo interface preview · Fictional sample data
The workflow, considered
Your business number. A connected next step.
Text and talk through CRM
Open your CRM text inbox or browser phone. The CRM opens in its own tab; keep the phone window open to receive calls while you continue working in DocketPeak.
Return to the history
Review incoming, outgoing and missed calls, voicemail and available call recordings in your CRM conversation history and Recent Calls.
A closer look
A connected service. Clear usage pricing.
Calling and texting require an activated CRM phone number, available credit and the appropriate CRM user permissions. Call recording follows your CRM configuration. Live call audio and texting are handled in the CRM window; this feature provides access from your DocketPeak portal.
- Open business texting and the CRM web phone from your portal.
- Review call logs, voicemail and available recordings in CRM.
- Phone number rental, call minutes, text segments, carrier, registration, recording and storage charges are billed separately at your agreed usage rates.
Before you explore
Are calls and texts included in my monthly platform fee?
Phone and messaging usage is separate from the DocketPeak platform subscription. Calling is billed by minute and SMS by segment, so one long text can use several segments. Your written service terms specify the applicable usage rates. Activation and provider availability are required.
Start with the way you work.
Talk with the DocketPeak team about the right configuration for your practice.