How to log calls in amoCRM: telephony, notes and tasks
Sado AI team · · 4 min read
In short
To log calls in amoCRM, connect your telephony through a widget: every call lands in the customer’s card with its recording, and calls from unknown numbers go to Incoming leads (“Неразобранное”). A recording alone isn’t enough, though: after each conversation you need a short note (what they need, what was agreed), the right stage and a dated task. Clear Incoming leads every day and use a filter to find deals without tasks. With an AI operator connected, the transcript, answers and agreed time are written to amoCRM automatically.
What a call looks like in amoCRM
With a telephony widget, each call appears in the contact’s or deal’s feed: incoming or outgoing, duration, who spoke and a link to the recording. A call from an unknown number goes to Incoming leads, where a manager accepts or rejects it.
Without a widget, amoCRM knows nothing about the call. The manager has to type everything by hand, and on a busy day that’s the first thing to slip.
What to write after every conversation
Nobody replays recordings. So leave a four-line note in the card:
- Need: “English, evening group, beginner level”.
- Agreed: “Coming to a trial lesson on Tuesday at 18:00”.
- Objection, if any: “Said it’s expensive, asked about paying in instalments”.
- Next step and date: “Reminder call on Monday”.
Then move the deal to the right stage and set a dated task. A note without a task still loses the customer.
How to set up amoCRM
- Install and connect your telephony provider’s amoCRM widget.
- Link each employee’s extension to their amoCRM user so you can see whose call it was.
- Choose the rule for unknown numbers: send them to Incoming leads, or open a deal at the first stage of the pipeline straight away.
- Every open deal should have a dated task. Check deals without tasks with a filter every day.
- Clear Incoming leads every evening: a request left there is a customer nobody answered.
- Once a week, listen to three to five recordings per manager and compare them with the notes.
Common problems
| Problem | Sign | What to do |
|---|---|---|
| Call logged, no note | The feed only says “Incoming call, 3 min” | Make the four-line template mandatory |
| Incoming leads overflowing | Yesterday’s requests still unopened | Assign an owner and clear it daily |
| Two deals for one customer | One number in two cards | Merge duplicates and use one phone format |
| Deal stuck at a stage | No change for two weeks | Check the deals-without-tasks filter daily |
Handing the logging to an AI operator
Sado’s operator talks with customers in Uzbek or Russian and writes the result to amoCRM: the transcript, the answers to your questions and the agreed time. The recording, transcript and cost of every call are in the Sado portal too. With amoCRM connected, the operator calls a customer as soon as their deal moves to the stage you choose, for example a new request at a language centre:
Sado: Assalomu alaykum, this is Shohruh from the Ziyo language centre. You left a request on our website for an English course.
Caller: Yes, I need an evening group.
Sado: We have an evening group at six. Would you like to come to a free trial lesson first? Tuesday or Thursday?
Caller: Tuesday, please.
Sado: Done, you’re booked for Tuesday at six. We’ll remind you on Monday.
The connector exists; our team connects it with you and checks that results land where they should. More: amoCRM AI calls, AI outbound calls and an AI operator for education centres. Try it live.
Questions
Does amoCRM store call recordings itself?
Usually the telephony provider stores the recording and amoCRM holds the call details and a link to it. Ask your provider how long recordings are kept.
How does Sado connect to amoCRM?
The connector exists, and Sado’s team connects it with you and checks that everything works. No code is needed on your side.
Do calls from a manager’s personal mobile reach amoCRM?
A call from an ordinary SIM card usually doesn’t. Have staff call customers from the work number through the telephony app, so every conversation shows in the card.
Can calls start from a stage in amoCRM?
Yes. With amoCRM connected, the operator calls a customer as soon as their deal reaches the stage you choose, for example every lead in a “New request” stage.