JustCall

What is JustCall?

• Purpose: Streamline client communication and ensure all call activity is trackable.

• Users: Sales, Client Success, and Management teams.

• Key Benefit: Provides transparency on client interactions and performance insights.

Lets get started in 3 steps:

3. Register and Login to access the main dashboard.

• Once your account is activated, log into Justcall using your InvestorKit email credentials then it will take you to the dashboard view.

How do I use JustCall to make phone calls?

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Using the Just Call Webpage

• Login to your JustCall account

• On the Dashboard, locate the "Dialer" button

This button is conveniently placed on every page for a seamless calling experience.

• Click on the "Dialer" button. This action redirects you to a new page with the JustCall 'Dialer

• In the 'Dialer' interface, you have two options:
• Dial a number directly using the keypad
• Select a contact from your Contacts list to initiate the call

• After entering the number, click the “Call” button to initiate the call

Remember to add the ‘+’ sign and the Country Code before every number you dial. You can use either the dialer or your keyboard to enter the number.

Note: JustCall provides a range of calling features to elevate your communication experience. Explore some of these features to personalise and optimise your calling process:

1. Caller ID:
• Display your chosen phone number when making calls, enhancing professionalism and recognition.

2. Call Recording:
• Record important calls for future reference, training, or compliance purposes.

3. Call Forwarding:
• Redirect calls to other numbers or team members, ensuring efficient call management.

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Using the Desktop App

Before you start making calls, you’ll need the desktop JustCall app, which can be downloaded here: JustCall Mobile & Desktop App.

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Alternatively, you can access the dial pad through the JustCall webpage once signed in. The Dialer button is highlighted in blue at the top of the page, next to the Live Call Support function.

Once installed, open the app. The dial pad will appear automatically, allowing you to call clients directly by entering a number or selecting from your contacts.

At the bottom you can see additional features such as:

• Call Logs:

View your recent call history including missed, outgoing, and incoming calls. Each entry shows the time, duration, and contact details, so you can easily follow up if needed.

• Contacts:

Access your saved contacts or search for a client by name or number. This makes it quick to dial without typing full numbers every time. You can also add new contacts here.

• Messages (SMS):

Send and receive text messages directly through JustCall. All SMS activity is logged and synced, ensuring visibility across the team. You’ll also receive notifications for new messages here.

• Settings:

Adjust your preferences such as audio devices (headset/microphone), voicemail greetings, call forwarding, and notification settings. This is also where you can troubleshoot if you experience call quality issues.

How do I message clients (via SMS)?

I want to send a SMS message, where do I go?

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If using the Web Browser

1. Log in to JustCall Web.

2. From the left-hand menu, click on SMS.

1. Select New Conversation or click on the blue pencil button to compose a message.

2. Enter the client’s phone number, or search and select them from your contacts.

3. Type your message in the text box.

1. Click Send.

What if I wanted to send a MMS message?

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To send a MMS within Justcall

1. Numbers that can send MMS will display an Attachment button when you click Compose, along with a small attachment icon in the reply box, as shown in the screenshot

1. Users can upload media by clicking "Choose file" just like the screenshot below

1. After files are uploaded it can be attached to the body in case of the "Compose" box and "Reply" box just like the attached screenshot

1. User can remove any media if he/she doesn't want to send by hovering the cursor on that particular media, there will be a red bin icon just like the attached screenshot. You can send up to 5 attachments via a single MMS message.

1. Finally, click on Send to send the MMS.

1. Whenever you receive a new MMS, it will be available right in your Text Messages section of the JustCall Web App.

How to Create a Custom Voicemail Greeting in JustCall

Use Case: Keep Customers Informed While You’re Away

To Create Your Extension Voicemail Greeting Message

1. From the Dashboard, select the User icon in the extreme left corner of the Dashboard bar.

2. Select Settings in the User drop-down menu.

3. In the Settings page, click on Voicemail Greeting under My Voicemail.

4. On the Voicemail Greeting page, simply hit the Create button in the centre to get started.

5. In the Create Voicemail Greeting dialog box that appears, you have two options to add your voicemail greeting:
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Text-to-Speech

1. Select the Text-to-speech tab.

2. Choose a desired Voice and an Accent from the drop-down menu.

3. Type your custom message in the Message box.

4. Click the Play button to listen to your message and ensure it sounds as expected.



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Upload MP3 File

1. Select the Upload MP3 file tab.

2. Click Upload or drag and drop your MP3 file (up to 3 minutes in duration).

6. Click Save in the bottom right corner of the Create Voicemail Greeting dialog box to set your voicemail greeting.

How do I use dispositions or add notes to a call?

• Dispositions

Dispositions are quick tags you can select at the end of a call to summarise the outcome (e.g., Successful Call, No Answer, Follow-Up Needed). This helps standardise reporting across the team and makes it easier to track patterns in client interactions.

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How to add a disposition and notes after a call

1. When a call ends, the Call Summary screen will appear automatically.

2. Select the appropriate disposition from the dropdown list.

3. Add any relevant notes in the text box provided (e.g., “Client requested a follow-up call on Friday” or “Sent property brochure via email”).

4. Click Save.

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Keeping your dispositions and notes up to date ensures accurate records, helps with accountability, and makes client handovers seamless.

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How do I set up Call Disposition Codes?
To Add a New Disposition to an Existing List
1. From the Dashboard, select the User icon in the extreme left corner of the Dashboard bar.
2. Select Settings in the User drop-down menu.
3. In the Settings page, click on Call Depositions under Account Settings.
4. You’ll see a section titled Call Dispositions – Customise and manage call outcomes.
5. To create a new category or group of codes, click the Add New List button.
6. To add a new disposition within a group:
1. Scroll to the bottom of the list
2. Click the input box labeled New Disposition.
3. Type your desired outcome (e.g., Followup, Demo Booked)
4. Press Enter
7. Once done, click the Save button at the top right of the screen to apply changes.
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How do I add new disposition tags?

The Add New List button allows you to organise disposition codes into separate categories (useful for different teams or departments).

1. Click Add New List button.

2. A new, empty list will appear below your existing ones.

3. Give it a name by typing into the list title field.

4. Add at least one disposition code by entering it in the field labeled Enter disposition item and clicking the ✔️ icon.

5. Click Save button in the top-right corner to keep the new list.

For further information: How to Set Up Call Disposition Codes | JustCall Help Center

• Call Notes

In addition to selecting a disposition, you can also add free-text notes to provide more detail about the conversation. These notes appear in the client’s call log so that anyone on the team can see what was discussed and what next steps are required.

How do I go back and listen to my previous call recordings?

How do I check a phone number against Attio (a contact)?

1. Log in to Attio using your InvestorKit credentials.

2. In the left-hand menu, click on People or Companies (depending on the type of contact).

3. Use the search bar at the top and paste or type the phone number.

4. If the number exists in Attio:
• The associated contact will appear, along with their details and activity history.
• Click into the profile to view notes, interactions, and linked opportunities.

5. If the number does not exist in Attio:
• No results will appear.
• You may need to create a new contact or update an existing record once you confirm the details.

What is Call Recording Compliance?