Calls, texts & voicemail
Everything that customer ever said, in one place.
Calls, texts, voicemail, notes and signed documents sit under the person who had them.
100%
of a customer’s history under one name — whoever answered, whichever channel, whichever device.
5kinds
in the same record: calls, texts, voicemail, notes and signed documents.
0%
of it on a personal phone, so none of it leaves when somebody does.
What ends up in the record
Where the history normally lives
| How it normally works |  With qallin | |
|---|---|---|
| Calls | a log in the phone system | in the customer’s thread, with the summary |
| Texts | on the handset of whoever sent them | in the same thread, on the business number |
| Voicemail | a separate box, played back one at a time | in the thread, written out and readable |
| What was agreed | a note in a spreadsheet, if anyone wrote it | a summary under the call it came from |
| Signed paperwork | an e-signature tool and an inbox | beside the conversation that agreed it |
| When someone leaves | their texts leave on their phone | nothing to hand back — it was never theirs |
What the record does
One record per customer
Not one per channel, per device or per person who answered. Turn it.
What lands in it
Nobody files any of this. It is in there because it happened on the line.
Fairview Plumbing
this month
Calls
14 · summarized
Texts
31 · both ways
Voicemail
3 · written out
Notes
6 · typed by the team
Signed documents
2
Who it belongs to
The business — not the phone that happened to answer that day.
Where the record lives
Everyone on the team
Same record
Desk, mobile, browser
Same record
When somebody leaves
It stays
On a personal phone
None of it
Getting it back out
A record you cannot search or take with you is an archive, not a record.
Out of the record
Search
Across all of it
What is searched
Calls, texts, notes
Export
The whole account
Who owns it
You do
Straight answers
Nothing. The conversations were never on their phone — they happened on your number and were filed under the customer, so removing that person’s access removes their access and leaves the record where it was. This is the difference between a business line and a team that has been using their own cell phones: with cell phones, the customer relationship walks out with the handset, and the usual remedy is asking a former employee nicely.
Yes, and on the same number. A customer texts the number she calls, and her reply lands in her record next to the call from that morning, whichever of your people answers it.
Recording is a choice you make, not a default we make for you — and it is a separate question from what comes back afterwards. Every call ends as a transcript and a summary in the customer’s thread either way; what recording adds is the audio itself, sitting beside them. Recording law varies by state and by who is on the line, so that setting stays yours.
Messages, recordings, transcripts and summaries are kept until you delete them, or twelve months after the account closes, whichever comes first, and you can set a shorter automatic deletion period. Call detail records are kept for twenty-four months. The Privacy Policy states each period as a number rather than as “as long as necessary”.
Yes. Your calls, messages, recordings, transcripts, notes and contacts are yours, and you can export them before closing an account. A phone system holding a business’s own customer history hostage is a reason to leave it, not a reason to stay.
Accurate enough to read, decide and call back — the recording stays beside it for anything you want to hear yourself. Treat the text as the fast way in, not as a legal record of what was said.