“Click-to-Dial” refers to a function that allows users to initiate a phone call directly from within a software application or web browser by simply clicking on a phone number. This feature is commonly found in CRM systems, helpdesk tools, or web-based applications and provides seamless integration between digital platforms and telephony systems. The goal is to increase efficiency, avoid dialing errors, and improve communication workflows.
Click-to-call functionality: Clicking a phone number initiates a call via the connected telephony system (e.g., VoIP PBX).
Integration into CRM/ERP systems: Enables calls to be placed directly from customer or contact records.
Call logging: Automatically records call data such as date, time, and call duration.
Caller pop-up: Displays customer information from the database when an inbound call is received.
Email and calendar integration: Enables calls to be initiated directly from emails or calendar entries.
PBX/VoIP system interfaces: Supports standard protocols such as SIP or TAPI for connecting to common telephony systems.
Clickable numbers in browsers: Browser extensions or features that render phone numbers on websites as clickable links.
A sales representative clicks a phone number in a CRM system to directly call a lead.
A helpdesk agent initiates a customer call with a single click from the trouble ticket interface.
A call center uses Click-to-Dial with a VoIP system to contact clients from a campaign list efficiently.
A browser automatically detects phone numbers on a website and allows calling through an integrated softphone.
On receiving an incoming call, a pop-up displays the caller’s details from the CRM system.