phone and customer file/
Calling, with the customer already on screen.
The phone rings. Who is it, and what is going on? Fikst looks up the number and shows on the right what is happening with that customer. Before you even answer.
The customer panel and call notes are in their final development round. They already work in our demo environment at Noordkoel, our fictional demo company, as the films show. When they can be switched on for your company is something we agree during setup.
What the panel shows
At the top is what is happening right now. An overdue invoice. A quote waiting for approval. When the technician was last there, and on which work order. Below that the last contact, and the installations with their last visit.
Every line is a link. One click opens the quote while you keep talking.
A number fikst does not know? Look the customer up, or turn the call into a request straight away. Several customers on one number, say a property manager with a few buildings? You pick the right one.
Calling out works the same way
When you call a customer yourself, the same panel opens. Useful when you chase an invoice: you have it open before the customer picks up.
After the call: the note
Type a short note at the bottom of the panel. Save, and it is on the customer timeline.
Fikst can also take the notes for you. Per organisation you choose how: off, per call, or automatic. On automatic, fikst turns every recorded customer call into a short note: why the customer called, what was discussed and agreed, and a proposal for the next task. You create that task with one click.
A call with a colleague is never noted. And if you would rather not have a call processed, choose Niet verwerken (do not process), even afterwards.
Recording, retention and costs
By default call notes are off and nothing is transcribed or kept. Switch them on and the recording is deleted right after processing, unless you set a few days of retention yourself, for complaints for instance. The transcript is removed after 90 days. The note stays.
Let callers hear at the start that the call is recorded; you set that up in your phone system. Call notes are an AI feature with a monthly and a daily cap, so usage never creeps up unnoticed.
see it in the app/
See how it works in fikst.
Real recordings from Noordkoel, our demo company with made-up customers. Press play to start; the spoken explanation is in Dutch. You can read the transcript below each recording.
The customer panel with incoming and outgoing calls
When Versmarkt Polderhof calls, the customer panel opens on the right with what is going on: an overdue invoice, the last work order and a quote waiting for approval. One click opens the quote, and at the bottom you save a short note. When you call out, the same panel opens.
Read the spoken text (Dutch)
Belt er een klant, dan opent rechts vanzelf het klantpaneel. Wat er nu speelt ziet u meteen, en één klik opent de offerte. Daarna typt u onderin een korte notitie bij het gesprek, en met Opslaan is het vastgelegd. Belt u zelf een klant, dan opent hetzelfde klantpaneel. Een factuur die te laat is, opent u met één klik. Zo belt u nooit onvoorbereid.
Automatic call notes
Per organisation you choose how calls are noted: off, per call or automatic. On automatic, the call shows that it will be noted, and Niet verwerken (do not process) switches it off for that one call.
Read the spoken text (Dutch)
Hoe gesprekken worden genotuleerd, kiest u per organisatie. Op Automatisch maakt fikst van elk opgenomen klantgesprek vanzelf een notitie. Laat bellers wel horen dat het gesprek wordt opgenomen. Belt er een klant, dan ziet u dat het gesprek automatisch wordt genotuleerd. Wilt u dat niet, dan kiest u Niet verwerken. Na het gesprek maakt fikst de notitie en zet die op de tijdlijn.
The note on the timeline, with the next task
After the call the note is on the customer timeline: the reason for the call, what was discussed and agreed, and a proposal for the next task. One click and that task is ready.
Read the spoken text (Dutch)
Na het gesprek staat de notitie vanzelf op de tijdlijn van de klant. U ziet waarom er gebeld werd, wat er besproken en afgesproken is, en een voorstel voor de volgende taak. Eén klik, en de taak staat klaar.
Related in fikst
Questions we often get.
All frequently asked questionsDo I need a new phone system?
Fikst receives the calls through a link with your phone system. Whether your system supports that is something we check together during setup.
Is every call recorded and transcribed?
Only if you set it up that way. By default call notes are off. You can also choose per call, where the employee decides after each call. Calls with colleagues are never noted.
Does the customer see the panel?
No, the panel is only on your employee’s screen. With automatic notes, callers should hear at the start that the call is recorded.
Is this the AI phone assistant?
No. The phone assistant answers by itself when nobody is available, and is still in development. The customer panel helps the colleague who does answer.
Would you like to see the customer panel with your own phone system?
In a 30-minute introductory call we look at how you work and show you fikst live. With five people in the office you pay €250 a month excluding VAT, and your technicians cost nothing.