Frequently Asked Questions

You can log and sync your CRM data to Productive (Even if you don’t have their app on your phone). You can now access your CRM all in a single pane of glass via Productive.

WATCH HOW

STEP 1: Click “CONNECT” beside the application you wish to connect.

STEP 2: Enter your login credentials for that application.

STEP 3: For most CRM’s, you will have the option to log your calls automatically, attached with information you’d like to include, such as:

• TIME AND DURATION (Featuring: Call Event Details)
• TRANSCRIPTIONS (Featuring: Time, Duration, and Transcription of the conversation)
• COMPLETE CALL (Featuring: Time, Duration, Transcription, and audio file of the conversation)

To connect your CRM to Productive, and benefit from screen pop information and auto call logging, simply follow the steps below.

STEP #1

Go to your settings page by clicking the GEAR icon in the top right corner of the App.

STEP #2

Scroll down to “Applications” and click CONNECT on the CRM you want to connect.

STEP #3

Enter your login credentials for that CRM account, and press “LOG IN”.

STEP #4

Click “ALLOW” to allow Productive to have access to the basic information of your contacts. This information is used to show you incoming call details such as notes and caller identification. It also authorizes Productive to log notes and tasks to your CRM.

And that’s it! Your application should now read “CONNECTED”.

To learn about CRM logging settings, click here.

To disconnect you applications from Productive, simply go to the settings page by clicking the “GEAR” icon in the top right corner, and scroll down to “APPLICATIONS”.

STEP #1

Click the “CONNECTED” button beside your application.

STEP #2

Click “DISCONNECT” on the authorization pop up, to confirm this action. (Keep in mind, by doing this, you will no longer be able to log calls to your CRM, nor benefit from incoming call screen pop information).

STEP #3

Confirm your application is disconnected by scrolling down, and seeing the word “Connect”. If needed, you can always re-connect your desired applications.

That’s it. 😀

Once you’ve connected your CRM, you can log call activities from your home screen conversations. To log a call event:

STEP #1

Find the call event, identified by the “Red Phone” icon, and tap it.

STEP #2

Click “Log To *** ” for your connected CRM.

STEP #3

Press “OK” once you see the “added successfully” notification.

That’s it! The call event will now appear in the contacts’ “Activity History”, within your CRM’s.

Getting leads into your CRM is important.

With Productive, there is no need to have access to your desktop, multiple apps, or note pads. Simply TAP on the “Add Contact” text under the contacts phone number, and “Add” it to your connected CRM.