Click to call from inside your CRM.
Launch calls and texts straight from your CRM with deep links, send automated SMS that lands in a real VanceTel softphone, turn website chat into a live text thread, and work templates from a shared team inbox.
<!-- Drop a deep link on any CRM button or record -->
<!-- Optional &body= pre-fills a draft; the rep reviews and taps Send -->
<a href="netexem://sms?to=%2B15557654321&body=Hi%20there%2C%20following%20up">
Text this lead
</a>
<!-- Or click-to-call -->
<a href="netexem://call?to=%2B15557654321">
Call this lead
</a>
<!-- The softphone opens with the recipient pre-filled. -->One link opens the softphone with the lead ready.
Calls and texts, inside the workflow.
Selling happens in the CRM and on the phone. VanceTel puts calling, texting and website leads in the same place your reps already work.
Click-to-call & click-to-text
Launch a call or a pre-addressed text from any CRM record, list view or dashboard with a deep link. The softphone opens with the recipient pre-filled — no copy-pasting numbers.
Learn moreWebsite chat → live text thread
A visitor starts a chat on your site and it becomes a real two-way SMS conversation. Reps answer from the softphone, and the lead keeps texting after they leave the page.
Learn moreTemplates that send fast
Reusable message templates with variables let reps send the right follow-up in seconds. Consistent messaging without retyping the same lines on every deal.
Learn moreShared team inbox
Calls and texts land in one shared softphone inbox across iPhone, iPad, Mac, desktop and web — so the whole team sees the thread and nobody drops a lead.
Learn moreTurn a site visitor into a live text thread.
A visitor starts a chat on your site and it becomes real two-way SMS. Reps answer from the VanceTel softphone, and because it is SMS, the lead keeps texting long after they leave the page.
- Chat snippet drops onto any page
- Conversation continues over real SMS
- Reps reply from web, desktop or mobile
- Thread is visible to the shared team inbox
From first dial to follow-up, in one place.
Dial straight from the CRM
Reps click a contact and the softphone opens with the recipient pre-filled. No dialing by hand, no switching tabs — the call starts from where the work already happens.
Follow up by text in seconds
Send a templated follow-up right after the call. Automated SMS lands in the same softphone, so the reply threads back where the rep can see it.
Catch leads from your website
A visitor chats from your site and it becomes a live text thread. The conversation stays open after they close the tab, and the whole team can pick it up from the shared inbox.
Sales questions, answered.
Want to see click-to-call and web-chat-to-SMS live? Book a walkthrough.
How does click-to-call work from our CRM?
You add a deep link to any CRM record, button or list view. When a rep clicks it, the VanceTel softphone opens with the recipient pre-filled and ready to dial or text — so calling and texting start from inside the tools the team already uses, with no number copy-pasting.
Where do automated texts land?
In a real softphone. Automated and templated SMS go out through the same numbers your team uses, and both the outbound message and the reply appear in the shared softphone inbox across iPhone, iPad, Mac, desktop and web — so a rep can take over the conversation by hand.
How does website chat become a text thread?
You embed a small chat snippet on your site. When a visitor starts a chat, it opens a two-way SMS conversation that reps answer from the VanceTel softphone. Because it is real SMS, the thread keeps going after the visitor leaves the page — the lead does not vanish when the tab closes.
Can the whole team see a conversation?
Yes. Calls and texts surface in a shared team inbox inside the softphone, so a thread is visible to the team rather than trapped on one rep’s phone. That makes hand-offs and coverage straightforward and keeps leads from slipping through.
Do templates support personalization?
Templates use variables, so a rep picks a template and the message is rendered with the right values before it sends. That keeps follow-ups fast and consistent without retyping the same lines on every deal.
Put calling and texting where you sell.
Click-to-call from the CRM, automated SMS in a real VanceTel softphone, website chat as a live text thread — all in a shared team inbox.