Caller ID allows you to sync contacts from your Eagle database so you can create a friendly and professional experience by answering callers by name.

How to setup Caller ID

  1. You must have the Eagle CRM app installed on your phone

  2. In the app’s side menu go to settings then select EagleCallerID

  3. Enable the required permissions using the following steps (view animation of steps here)

    1. Tap on 'Caller ID: Disabled' to open your iPhone settings (or go to the Settings app, then tap into Phone)

    2. Scroll down and go to 'Call Blocking & Identification'

    3. Enable EagleCRM using the toggle

    4. Go back to the EagleCRM app and verify that Caller ID has been enabled:

  4. Contacts will be synced with your phone automatically. If ever you suspect that Caller ID is not working properly press the ‘Sync Now’ button at the bottom of the screen.

How Caller ID works

When you receive a call from a contact in your database, Caller ID will show the contact's first and last name on the incoming call screen.

As always, if you have any further questions or queries, please don't hesitate to let us know. You can reach us via phone on (03) 9016 0444 or via email at [email protected]

Using Android? Visit this help article to setup Caller ID for Android.

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