Call your contacts via CRM with Click 2 Call

Click a link to start a phone call with a contact directly from Jetpack CRM via Click 2 Call.

Activate Click 2 Call

These are the steps to activate the Click 2 Call feature:

1. Head to Jetpack CRM → CRM Settings, click on General.
2. Check the box next to “Show Click 2 Call links”.
3. Select the type of call or telephone.
4. The contact’s phone number will now appear as clickable. You can verify it by checking any contact’s page.

Send SMS via Click 2 Call and Twilio

To use Click 2 Call with SMS (text messaging), you’ll need the Twilio Connect extension. This extension allows you to integrate your Twilio account with Jetpack CRM.

Twilio is a paid service for sending text messages. Once you’ve set it up to send to external numbers, you’ll need credit in your account there to send messages.

Read more about how to set up the Twilio Connect extension.

Set up for Mac and iPhone users

While it is outside of our scope of support to assist with this, you may run into the following error:

Your iPhone is not configured to allow calls using this Mac.

This is related to how Apple configures networking between two or more devices on the same network. There’s a good article here on how to fix this.