One click.One call.
Call contacts directly from XOS, with your phone app or your phone system. The call lands in the CRM with a note.
In short: Telephony in XOS: calls from the CRM, call list with log, callbacks for missed calls and call transcription with consent. Only with the CRM.
As of November 12, 2026 · ProzessXCall customers from the CRM and log the call right away.
What this module handles for you.
Find a contact and call
In the dialer, you search CRM contacts and colleagues by name or number and start the call with one click.
Connect your phone system
Optionally, under Setup you configure a FRITZ!Box for the call list and dialing, or a SIP account for the phone in your browser.
Call list with log to the CRM
Incoming, outgoing and missed calls are in one list. Numbers are matched to the CRM contact, and you save a note and the outcome on the call.
Callbacks for missed calls
Every missed call creates a callback entry. The team marks it as contacted or done.
Call transcription with consent
You switch on transcription per call and confirm a mandatory checkbox to do so. At the end, a summary with the transcript is added to the CRM note. Raw audio is not stored.
Call colleagues internally in the browser
Internally, you call colleagues directly in the browser, without a phone system.
From call to note in the CRM.
An example of how an outgoing call runs through XOS.
Frequently asked questions.
Do I need a specific phone system?
No. The basis is the phone app on your computer via a tel link. Connecting a phone system is optional.
Are calls recorded automatically?
No. Transcription is only available per call and only after explicit confirmation. Getting the consent of the other party remains your responsibility.
See Telephony in your daily work.
Book a consultation.
Together we look at your processes and show you what XOS can take over. 60 minutes, free and without obligation.
- Choose a timeOpen slots in the calendar, by video call or phone.
- Prefer to talk now?+49 7452 6051953Give us a call, we also answer questions without an appointment.