Integrate Twilio Call

What is Twilio Call (Smart Call)?

Smart Call allows Realtors to call leads directly from AgentRoof CRM using their Twilio number. When a Realtor initiates a Smart Call, the system first calls the Realtor's own phone. Once the Realtor answers, AgentRoof automatically connects the call to the lead's phone number — allowing both parties to speak directly. The entire call is also recorded for future reference.

Log In to AgentRoof CRM

Go to the AgentRoof CRM login page. Enter your registered email and password. Click Login.

You will be redirected to the Dashboard.

Access the Leads Page

Navigate to the left-hand menu. Click CRM. Select Leads.

The Leads list will be displayed, showing all leads with their Name, Email, Phone, Created On date, Notes, and Stage.

Initiate a Smart Call

Locate the lead you want to call from the Leads list. Click the phone icon next to the lead's phone number.

A tooltip labelled Smart Call will appear over the phone icon, confirming the call type.

Answer the Call on Your Phone

Once Smart Call is initiated:

A pop-up will appear on screen with the message "Calling your phone...", along with the instruction "Answer your phone to be connected with the lead". The pop-up also displays the lead's name and phone number (e.g., Sonu - +13438602316) for confirmation. Answer the incoming call on your own registered phone number.

Note You can click Hide on the pop-up to dismiss it from view without ending the call process.

Connect with the Lead

After you answer the call on your phone, AgentRoof CRM automatically places a call to the lead's phone number. Once the lead answers, both you and the lead are connected on the same call, and the conversation can begin.

Other Ways to Initiate a Smart Call

In addition to the phone icon on the Leads list, you can start a Smart Call from within a lead's detail page:

From the Lead's Timeline

Open the lead's detail page. Under the Timeline tab, click the ALL option. Hover over any call entry to reveal the action icons. Click the Smart Call icon.

From the Lead's Profile Tab

Open the lead's detail page. Click the Profile tab. Under Phone Numbers, hover over the lead's number. Click the Call this Number icon.

Both options trigger the same Smart Call flow described above — your phone rings first, and once answered, you are connected to the lead.

View All Call History (Calls Page)

To see a complete history of all calls made by you as a Realtor, across all leads:

Navigate to the left-hand menu. Click Calls.

The Calls page displays every call with the lead's Name, Date, Duration, Call Type (Outgoing Call, Incoming Call, or Call Failed), and a Recording column with a Play link where a recording is available.

View Call History for a Specific Lead

To check the calls made with a particular lead:

Open the lead's detail page. Under the Timeline tab, click ALL to view all activity (including calls) with that lead, or click Call Log to view only the call records.

Each call entry shows the phone number, call type, duration, and recording status (or "No recording available" if none exists).

Call Recording

Every Smart Call made through AgentRoof CRM is automatically recorded once the call connects. Recorded calls can be accessed later from the Calls page, or from the lead's Timeline > ALL / Call Log tab, for reference or quality review.

Conclusion

You have successfully learned how to initiate a Smart Call from the Leads page, the lead's Timeline, and the lead's Profile tab; answer the call on your registered phone; get connected with the lead automatically; and view call history and recordings both across all leads (Calls page) and for a specific lead (Timeline / Call Log)