If you have a Brivity Platform Account, it's possible to set up the ability for you and your team to call and text message out of your Brivity CRM. Read further below to learn about how it works!
First of all, you will need to set it up. Let's go over how it works.
What is my Brivity Number?
If you're an Admin Access user, you can set up phone numbers for your team. If you're an agent, you can find that number here in the Personal section of Brivity. Click here to be directed to see your Brivity number.
Calling Out of Brivity
When you see the teal phone icon in Brivity, click to open a call log window. Clicking on the phone icon in the call-log window will click to call. See video gif below.
But what happens? Brivity is going to ring your phone first. Pick it up! Then we'll connect you to your contact and track the time of the call.
What number does my contact see when I call/text?
If you call your contacts through Brivity, they will see your Brivity number.
Brivity can't control or track your actual phone line that is provided through your phone's service provider. That's why it's important to set up an number so that we can make, track, and control calls for your team's reporting.
If someone calls my Brivity number, what happens?
It instantly rings your normal phone! Consider your Brivity number to just be your direct office line that forwards to your actual phone.
If someone texts my Brivity number, what happens?
If someone sends a text message to your Brivity number, you'll get a notification to your phone. This notification will tell you the contact's name and their message.
Currently YOU CANNOT RESPOND BACK directly on your phone, unless you open Brivity in a Browser on your phone. But, you will need to respond via a browser until we develop a Brivity App where you can respond directly in the app.
Will there be a Brivity App to be able to respond directly to text messages and call using the Brivity number from my phone?
Yes! We are developing an app to allow you to call out of your phone using the Brivity number, and to allow you to text message directly to contacts via phone.