Caller ID reveals the names of your existing contacts when they call, so you can: 

• Prioritize calls: Identify important clients and respond quickly
• Personalize the conversation: Greet them by name and address their specific needs
• Boost client experience: Leave a positive impression with thoughtful interactions

Caller ID is a good solution for staff members who don’t want to mix business contacts with personal contacts on their mobile devices, but still want to know who is calling.

Activating Caller ID

To enable Caller ID:

1. Open the app on your phone.
2. Tap Clients.
3. Under "Turn on Caller ID", tap . If you can’t see this, tap .
4. If is selected, tap Turn on Caller ID.
5. Follow the prompts.
    

   

Important: Caller ID is not supported in older app versions. Make sure to update the app if you don't see this feature. On Android devices, Caller ID requires Android 11 or higher.

Using Caller ID

When using app Caller ID, you'll see the client's name and number. You'll also see their contact information on your "Recent Calls" list (Not available on Samsung devices). 

When typing a phone number that's also in your platform contacts, you'll also see the client's contact information.

Note: Caller ID syncs with your phone every time you open the app, but it can take up to 10 minutes to complete.

FAQ

Does the Caller ID save platform contacts on my device?

Caller ID does not add contacts to your phone, and all app information will be removed from your device when the app is uninstalled. 

Why can’t I see Caller ID?

Check that you have Caller ID enabled in your phone settings under “Call blocking & Identification”. If you don't accept the required permissions, you'll see a warning.

Why does Caller ID identify only some of my contacts?

Caller ID currently has a limit of 1000 contacts. We're working hard to increase this.