Call Tracking

A call and ticket tracking system that accelerates support handling

Centralize incoming calls, link them to contacts, create follow-up tickets, and orchestrate associated tasks in a single clear application. Your team gains responsiveness, traceability, and visibility on requests to be processed.

Call Tracking - dashboard

Replace manual tracking with structured and shareable support

This AirProcess template avoids scattered notes, forgotten follow-ups, and isolated tickets. By linking each call to a contact, tickets, and tasks, it creates a true thread of handling to manage support on a daily basis.

1 click

To install the template

4

ready-to-use forms

100%

Customizable without development

France

Technology and hosting



4 linked forms to cover the entire support cycle

Call

Entry point for support to record each interaction, its priority, and its context.

Contact

Contact sheet to centralize contact details, the company, and the history of exchanges.

Task

Follow-up action linked to a ticket to plan, assign, and control execution.

Ticket

Processing file to track requests, their status, their owner, and their resolution.

Everything needed to organize responsive support

Call Management

Record each call with its reference, subject, type, priority, channel, and status to maintain a clear view of the support flow.

Connected Contact Database

Centralize information for each contact, including the company, role, contact details, and related history, to quickly find the right person.

Ticket Creation and Tracking

Transform a call into a follow-up ticket, then manage its processing by status, priority, category, source, and owner until resolution.

Management of Associated Tasks

Create tasks linked to tickets to distribute actions, track deadlines, measure progress, and secure commitments made to clients.

Operational Dashboards

Track call volume, critical tickets, pending tasks, and contacts to re-contact through summary and tracking views.

From the first call to ticket resolution

The template follows a simple and operational logic: the call is recorded, linked to a contact, then transformed if necessary into a ticket and processing tasks. The views are then used to qualify, prioritize, and track files until their closure.

  1. 01

    1. Capture the call

    Each call is recorded with its subject, category, priority, channel, and status. The agent thus retains a common base to qualify the request without losing information.

  2. 02

    2. Link the right contact

    The 'Linked Contact' field connects the call to an existing contact. This relationship allows retrieving the history, contact details, and previous requests from the same person.

  3. 03

    3. Open a follow-up ticket

    A call can reference multiple tickets, allowing the creation of one or more files depending on the nature of the request. The ticket centralizes the title, priority, source, type, and processing status.

  4. 04

    4. Organize actions

    Each ticket can group multiple tasks. The team can thus distribute actions, assign an owner, set deadlines, and measure the time spent on each file.

  5. 05

    5. Manage through views

    The 'To Qualify', 'New', 'To Re-contact', 'To Do', kanbans by status, and deadline calendars provide an immediate reading of priorities and delays.

An interface designed for the rapid processing of requests

All forms offered in the app templates are editable and adjustable to your business.

A model useful for teams managing a recurring volume of requests

SMEs

Structure customer support without implementing a complex tool: each call, ticket, and task remains easy to track for a small team.

Large Accounts

Manage high volumes of calls and tickets with statuses, owners, and management views suited for multi-actor teams.

Public Sector

Organize incoming requests with clear processing circuits, traceability of exchanges, and deadline tracking.

Install a call tracking system ready to manage, then adapt it to your support

Start with a clear application to record calls, create tickets, assign tasks, and track follow-ups. Then customize the fields, views, and processing rules according to your organization.