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How Salestrail works?

Salestrail tracks and logs your mobile sales calls automatically, storing them in a centralized dashboard and optionally syncing them to your CRM.

How Salestrail Works

Salestrail automatically tracks and logs your sales calls, giving your team full visibility into call activity without manual work.

You can use Salestrail with or without a CRM — all call data is always available in the Salestrail dashboard.

Step 1: Make calls from your phone

You continue using your phone as usual:

  • On Android, calls can be made from your native dialer
  • On iPhone, calls must be made from within the Salestrail app

Salestrail works alongside your normal calling — it does not replace it.

Step 2: Call activity is captured

Salestrail automatically captures key details from each call, including:

  • Contact or phone number
  • Call time and duration
  • Call type (inbound/outbound/answered/unanswered)

On Android, this can include both SIM/GSM and WhatsApp calls.

Step 3: Calls are stored and synced

All calls are automatically logged in the Salestrail dashboard, where you can view activity and performance across your team.

If you have a CRM connected (e.g. Salesforce, HubSpot), the same data is also synced automatically to your CRM.

Step 4: Calls can be recorded (requires Android)

If call recording is enabled:

  • Calls are recorded via the phones built-in call recorder or via the Salestrail recording app
  • Recordings are linked to the call activity

Recording depends on your device and Android version.

Step 5: View everything in the dashboard

The Salestrail dashboard gives you a complete overview of your call activity:

  • View call logs across your team
  • Track performance and activity
  • Access reports and insights

Important to know

  • Salestrail does not route calls (not VoIP, not cloud telephony)
  • You always use your own mobile number
  • Functionality differs between Android and iOS due to OS restrictions

Summary

Salestrail sits between your phone and your CRM (if connected) — capturing call activity, storing it in the dashboard, and syncing it automatically so you always have full visibility into your sales calls.