Every client call, on the record, in context.
Consultants, accountants and small advisory firms live and die by client trust — and trust needs a record. Totally Called logs every call to the right client in Pipedrive and shows their history before you pick up.
What we hear from professional services
You answer cold
A client calls and you’re reconstructing who they are and what’s open before you can have a useful conversation — the call itself is half over by the time you catch up.
No record beyond memory
What was discussed, when, and what was agreed — if it isn’t written down somewhere searchable, it’s one dispute or one staff change away from being unrecoverable.
Routine questions eat the day
The same three questions come in by text or call every week; answering each one from scratch is time a small firm doesn’t have.
Features that already ship, mapped to your day
Every item below is available today — the title and description are the same ones on the features page. One plan includes the complete product from day one.
Inbound caller-context panel
LiveShows the caller’s open deals and last note as the phone rings, before you pick up.
Professional services — See the client’s open deal and last note as the phone rings — you pick up already knowing what’s in flight, not finding out live.
Call logging to Pipedrive
LiveEvery call becomes an activity on the right contact. Logging retries until it lands — nothing is dropped in silence.
Professional services — Every inbound and outbound call becomes an activity on the client’s Pipedrive record automatically — a searchable record of contact, not a memory of one.
Recording and consent
LiveOff until you switch it on in Settings. Once on, callers hear a consent announcement before recording starts, and the recording attaches to the call’s Pipedrive activity.
Professional services — Switch recording on for calls that need one; callers hear a consent announcement first, and the recording attaches to that call’s activity — off by default, on when your firm decides it should be.
Wrap-ups
LiveEvery call writes back duration, outcome and recording link to the contact’s timeline automatically.
Professional services — Duration, outcome and (if recorded) the recording link write back to the client record after every call, without anyone typing it up separately.
SMS reply snippets
LiveSaved replies for common questions, inserted into the message composer in one click.
Professional services — Saved replies for the questions that come up every week, inserted into an SMS in one click instead of retyped each time.
Team reporting
LiveDaily call/message rollups, a busiest-hours heatmap and CSV export, available to workspace admins today.
Professional services — A daily rollup of call and message activity, available to admins — useful for a partner or practice manager checking the team is keeping up with client contact.
Multi-country numbers
LiveUK, US, Germany and Brazil numbers, chosen in-app — each with its own printed rates.
Professional services — A firm with clients or a presence in more than one country can run a UK, US, German or Brazilian number from the same workspace.
Full list of everything shipped, with the same live/rolling-out labelling: the features page.