Call Tracker
Track every phone call you log in CRM - with answer rate, duration, direction, and outcome filters.
The Call Tracker is the dedicated view for every phone call activity in your CRM. It pulls calls out of the broader Activities feed and gives you a focused list with call-specific metrics - total calls, answer rate, average duration, and missed calls - plus filters for direction and outcome.
Call entries are activities of the Phone Call type. See Activities for the full activity model and the type-specific fields.
PrimeCRM is a Pro feature
The Call Tracker requires a Pro license with CRM enabled. See License Settings.
What you can do
See all your calls in one focused list
with key metrics at the top
Filter by direction
Search
by contact name, company name, or call title
Log a new call
directly from the page
Edit or delete
any call from the list
See linked contacts and companies
on every call - click through to their detail pages
Switch between Shared CRM and Isolated CRM
How to open the Call Tracker
- From the CRM Dashboard: Click the Calls card in the Sales Activity Trackers section on the CRM Dashboard.
- From the Sales Activity Dashboard: Click the Phone Calls metric or the Call Tracker link. See Sales Activity Dashboard.
- Command palette: Press ⌘+K (or Ctrl+K), type call tracker, and pick the entry.
Things worth knowing
Key metrics
The page shows four metrics at the top:
- Total Calls - count of all calls matching your current filters
- Answered - how many calls were answered, with the answer rate as a percentage
- Average Duration - average length of answered calls in minutes (missed calls aren't included in this average since they don't have meaningful duration)
- Missed - combined count of calls that went to voicemail or got no answer
Filters
Three filters let you narrow the list:
- Search - matches against contact name, company name, and call title
- Direction - all, outbound only, or inbound only
- Outcome - all, answered, voicemail, no answer, or busy
What each call entry shows
Every call in the list shows the linked contact or company (clickable to their detail page), the call direction, a preview of any notes or key points discussed, the duration (if recorded), the outcome, and the date. You can edit or delete any call directly from the list.
Logging a new call
Click Log Call at the top to open the activity form pre-filled with the Phone Call type. The form includes:
- Direction - outbound (default) or inbound
- Outcome - answered, voicemail, no answer, or busy
- Duration - in minutes
- Next Call Scheduled - date for the follow-up
- Recording URL - link to a call recording
- Key Points Discussed - free-form notes
Plus the standard activity fields (title, contact, company, date, outcome, description). See Activities for the full field reference.
Isolated CRM mode
When viewing the Call Tracker in a project's Isolated CRM, only calls logged inside that project are shown. Metrics reflect only project-scoped data. If auto-sync is enabled, shared calls linked to the project's contacts are merged in. See Shared vs Isolated CRM.
Common questions
"I want to see only outbound calls."
Set the Direction filter to Outbound. The list and metrics update to show only outbound calls.
"I want to find every voicemail I left this month."
Set the Outcome filter to Voicemail. The list shows only voicemail entries - useful for batching follow-ups.
"I want to see how my answer rate has trended over time."
The Call Tracker doesn't have a time-range filter or chart. For trend analysis, open the Sales Activity Dashboard and toggle between time ranges, or use CRM & Reports for deeper analytics with charts and export.
"Can AI agents log calls?"
Yes. The MCP server's activity tools can create Phone Call activities programmatically. See CRM & MCP.
Where to go next
| If you want to… | Read this |
|---|---|
| See all sales metrics in one view | Sales Activity Dashboard |
| Track emails | Email Tracker |
| Track meetings | Meeting Tracker |
| Manage demos and proposals | Deal Pipeline |
| Browse all activity types | Activities |
| See call analytics with charts | CRM & Reports |
| Return to the CRM hub | PrimeCRM Overview |