Finocket can place a phone call for you from a lead, deal, account or contact, and keep the record: who called, when, how long it lasted, how it went, and the recording if your provider makes one. Connect your own phone system under Settings → Calling, then use the Call button wherever a phone number appears.
How the call actually happens
Your phone system rings you first. When you answer, it rings the customer and joins the two of you. That is why you need your own number saved in Settings → Business — that is the phone Finocket asks the provider to ring. If it isn't saved, the Call button asks for a number the first time and offers to remember it in your profile.
You are on the line before the customer's phone rings. Finocket has no auto-dialler and no voice broadcast — there is no way to make it call a list of people. A person presses Call every single time.
Which phone systems work?
- Exotel — Account SID, API key, API token and your ExoPhone (the virtual number your customer sees). If Exotel gave you a regional host such as api.in.exotel.com, put it in the API subdomain field.
- Twilio — Account SID, Auth token and the Twilio number to call from.
- Knowlarity — your Authorization key, your SR API key and your Knowlarity number.
These are the same three systems Finocket already understands for incoming calls, so if missed-call lead capture is already working for you, outgoing calls use the same account.
Why does it say “not proved yet” after I save?
Because the only honest way to test a dialling credential is to ring a real phone, and Finocket will not do that behind your back. The credential is stored straight away and marked unproved; your first call that the provider accepts is what marks it verified. If a call is refused, the reason your provider gave is shown on the call and on this screen, so a wrong key surfaces immediately rather than as silence.
What gets recorded
- A row in Calls — direction, provider, who dialled, status, talk time, outcome, and the recording reference when your provider returns one.
- An entry on the contact's timeline (and on the deal and account when you called from one), so the next person to open the record sees the call without going looking for it.
- A call your provider refused is still recorded, with the reason. A call that never happened because a key was wrong is exactly the thing you need to see.
Talk time and recordings arrive a little after you hang up — they only exist once the call has ended and your provider reports back. If your workspace administrator hasn't set the telephony webhook secret, that report never arrives: calls are still placed and logged, but every one reads zero seconds. The Calling screen tells you when that is the case.
Recording the outcome
Straight after a call, Finocket asks how it went — connected, call back later, not interested, no answer, busy, voicemail, wrong number, or asked not to be called — plus an optional note. The answer updates the same timeline entry rather than adding a second one. Skip it and the call appears in Calls with the outcome buttons on the row, so you can finish the job later.
“Asked not to be called” — what it does and does not do
It records what happened on the timeline. It does not change the person's messaging consent, and Finocket will not pretend otherwise: opting someone out of email, SMS or WhatsApp is a separate, evidenced record. When you pick this outcome, Finocket says so and links you to that contact's consent panel so you can do it properly.
No provider connected?
The Call button still appears wherever there is a number, but it hands off to your own phone's dialler and the label says so. That call happens entirely on your handset, so Finocket cannot time it, record it or log it — nothing is invented. Connect a provider when you want the record.
Who can call
Anyone who can edit the record. A team member with write access can call an owner's leads, and the call is filed in the owner's workspace with the caller's name against it. Read-only access (an accountant, for example) cannot place calls.
Does calling go through consent checks?
No, and deliberately not. Finocket's consent checkpoint governs messages Finocket sends — email, SMS and WhatsApp. A phone call you make yourself isn't Finocket sending anything: you decide who to call and speak to whoever answers, the same as picking up your phone. Indian telemarketing rules (TRAI/DND) apply to you as the caller, and honouring “don't call me again” is your obligation — which is why the outcome list has a button for it and the timeline keeps the evidence.
Costs
Calls are billed by your phone system, at their rates, directly to you. Finocket adds no markup and never becomes the telecoms provider.