The enhanced Calling feature brings inbound and outbound communication into a single place inside Fit Pro Tracker. Rather than relying on separate tools, your team can now make calls, receive calls, log outcomes, add call quality ratings, and record notes directly in the CRM. This helps create a complete interaction history for every client and ensures follow-ups are accurate and timely.
Making Calls
The enhanced Calling feature gives you multiple ways to start a call, depending on where you are working in the system. Each option is designed to support different workflows, whether you need quick access or more detailed context before placing a call.
Call Icon in the Dashboard
The phone icon in the navigation bar allows you to quickly open the dialer from anywhere in the system. This option is ideal when you already know the number you want to call or need to place a call without opening a specific contact profile. It provides fast access while keeping you productive in your current workflow.
2. Calling from a Contact Profile
When viewing a contact’s profile, there are two ways to place a call: directly using the phone icon on their record or through the Communications tab → Call section.
Both options are perfect when you need quick access to client details, such as past interactions and notes, ensuring your conversations are informed and personalized.
Call icon
2. Communications tab
Each option launches the on-screen dialer so you can quickly connect with clients without leaving your current workspace.
Movable On-Screen Dialer
During a call, the dialer window can be moved anywhere on your screen, allowing you to multitask without losing sight of the call. It includes controls to minimize or close the dialer, so you can continue working on other tasks while staying connected.
The dialer also displays call duration and client details, helping you stay informed and provide a seamless, professional conversation. This flexibility is especially useful when referencing documents, scheduling follow-ups, or updating client records mid-call.
Inbound Calling
This is a new and powerful feature that was not available before. It allows your team to handle client calls directly from the system without needing a separate phone, reducing missed calls and improving responsiveness.
🔔 Important Tip:
For inbound calls to be answered in the browser, make sure that:
Ensure that the phone number is set up to “Answer in Browser” for the Inbound Call Routing.
2. The staff member’s status is set to Online
This brings all your calling interactions into one place and helps your team stay responsive.
💡 Please Note: Inbound calling charges are the same as outbound calls—1 credit per minute.
Call Outcomes, Notes & Call Quality
After each call, you can select a call outcome (e.g., Connected, Busy, Voicemail, Wrong Number, Scheduled Callback) and add notes to capture important details. This practice ensures your team maintains accurate and up-to-date client records, improves follow-ups, and helps you track call effectiveness over time. Recording outcomes and notes also creates a reference for future interactions, making client management smoother and more consistent.
This makes call logs more meaningful and helps teams review conversations, improve follow-ups, and maintain better communication records.
Calling Feature Use Cases
For Front Desk & Support Teams
Make outbound calls directly from the system
Receive inbound calls when the status is set to Online
Log call outcomes, notes, and call quality immediately after each call
For Sales & Membership Teams
Follow up on leads with outbound calls
Schedule callbacks and track conversation history
Use notes and ratings to personalize future conversations
For Staffs
Review call outcomes and quality ratings
Ensure calls are logged properly
Identify coaching opportunities for the team
Benefits of the Calling Feature
Inbound and outbound calls in one system
No need for external tools or switching platforms.Flexible on-screen dialer
Movable, minimizable, and easy to manage while working.Better call tracking
Outcomes, notes, and call quality ratings create a complete call record.Improved accountability
Clear visibility into call activity and follow-ups.More efficient workflows
Fewer steps before, during, and after each call.
💰 How Calling Can Help Generate Revenue
1. Higher Lead Close Rates
Immediate outbound and inbound call handling increases conversion chances.
2. Faster Follow-Ups
Track missed calls and scheduled callbacks to avoid losing potential clients.
3. Stronger Client Relationships
Personalized calls supported by notes and history build trust.
4. Upselling & Cross-Selling
Use call conversations to recommend memberships, sessions, or retail items.
5. Performance-Driven Growth
Call quality ratings help improve team performance, leading to better sales results.
The enhanced Calling feature brings inbound and outbound calls, call tracking, and follow-ups together in one streamlined experience. With improved visibility, flexible controls, and detailed call logging, teams can manage conversations more effectively from start to finish.
By keeping calls organized and actionable, the Calling enhancement helps teams connect with confidence, improve follow-ups, and support stronger client relationships.