Frequently Asked Questions
Some notes about the Award-winning CallPlease Interface
In addition to enhanced performance and greater speed, CallPlease 2.0 offers new features and benefits that help you - and your business - more productively manage your calls and messages.
- Enterprise license now includes contact integration with Office 365® and Google® G-Suite
- New download and archiving features make staffing changes easier to manage
- iOS & Android platform updates improve performance and speed
- Enhanced (deep) search easily locates calls and messages from any text
- Tags organize calls and messages by project, just like folders
- Shared Call Logs: now any size group or team can share all calls and info; 1) Interactive: all calls and info are shared with everyone in a team, client or project; great when people collaborate on the same calls; 2) Queue: call requests are logged and then assigned to, or chosen by, group or team members; great for help desks, sales inquiries, service businesses, etc. Read all about Call Logs here: https://learn.callplease.com/2018/01/13/shared-call-logs-explained/
- Recurring calls set up call reminders for recurring calls and events, same as calendaring
- Slide-out drawer provides easy access to multiple call logs and tags
- Drop-down menu filters calls by status
- Breadcrumbs tell you what calls you are viewing
- Bolded names indicate when a call is new or updated
- Gray background prompts a need for action
- Easier to add & make new calls
- Calls are organized by category with easy-to-access tabs
- Slide-out drawer provides easy access to multiple call logs and tags
- Icons list the actions available for that call
- Pop-up menus offer access to organization and personalization pages
Call Logs, Phone Sheets and the why people love CallPlease
CallPlease is a cloud-based call log. It can be used with any number and any combination of people to track, manage and sync calls, phone messages, and other communications. The mobile apps make it very easy for the team to stay in sync regardless of location.
Each Executive call log is private and only available to the individual and their Assistants. If you are assigned to work on a call log (as an executive’s assistant or receptionist, for example), then you can see the call log of that person. If you are assigned to a shared call log, anyone on that log can see all calls and messages.
CallPlease is a cloud-based call log that tracks, syncs and manages calls and messages for you and your assistant 24x7. With both Web and mobile apps, all information is tracked and synced whether you are in the office or across the pond. The real bonus is increased productivity and organization. Our customers tell us that they make better, more focused calls every day with CallPlease.
Yes, CallPlease automatically syncs in real time, 24x7, with an executive and an assistant, with members of a shared call log, and among a receptionist and each manager.
Yes. It automatically syncs when you are back online. The Web app only works when you are online.
Unlimited. CallPlease can handle as many people as needed, both on individual call logs and shared call logs, in as many combinations as your business, firm, or department needs. Large offices may want to consider CallPlease Enterprise that adds department features as well as a long list of security enhancements.
As a cloud-based call log, CallPlease can manage, track and sync calls and phone messages for any number of people that a receptionist supports. Each Execurive's call log is separate and private. The receptionist enters all calls, messages and information into individual logs via the CallPlease, and that information automatically populates each person’s call log. The receptionist can also be set to be able to add calls and actions to Shared Call Logs that are viewable by anyone assigned as a member of that log.
Yes, you can download your calls as a PDF file or a CSV/Excel file using the PRINT icon on the Calls page.
CallPlease SHARED Call Logs
Unlimited! One person might have several call logs, including 1) a personal call log, or a log shared with one or more assistants; 2) an interactive shared call log, where calls and message information for a project or client are shared with a team and 3) a queue shared call log, where incoming sales, service or other requests are assigned to individual employees and tracked. Learn more about potential uses at the CallPlease Learning Center
An interactive shared call log allows a group of people, or a team, to share a log of current calls, information and updates related to a specific project, client, team, etc. For example, a sales team can track evolving stages of each deal and/or client needs. Or in a law firm, a team of lawyers and researchers can be in-sync to prepare for an upcoming court date and see all info related to a trial. Learn more about potential uses at the CallPlease Learning Center The shared call log feature is included in every CallPlease subscription at no additional cost.
A queue shared call log can assign and track sales, service or any requests. Everyone on the log sees all requests and who accepts which requests. Another way to think about this is as a “ticketing” system. The shared call log feature is included in every CallPlease subscription at no additional cost.
CallPlease Pricing and Payment
CallPlease Standard Subscriptions are paid for using the credit card processing function in the CallPlease web application. Only Company Administrators have access to change payment options and information. Click here to go to the Payment screen. Copies of invoices and receipts are available in this interface.
Invoicing and payment terms are only available for Enterprise Subscribers.
Per seat is a subscription pricing plan based on the number of users who have credentials to use the system. CallPlease charges for each individual "seat", or person, on an annual or monthly basis. Each person with a seat can run CallPlease on as many devices as they wish - computers, iPhones, iPads, Android Smartphones and tablets.
Yes, each person who uses CallPlease needs their own License seat.
Log onto CallPlease, click on the GEAR icon and select PAYMENT to update your account with current credit card info.
When a user is added to the account, the credit card on file is charged a prorated amount for the remainder of the billing period. When a user is removed from the account, a the credit is applied to the next next billing.
Yes. CallPlease will send you an email three days before your renewal is due.
Yes. Log into CallPlease, click on the GEAR icon and select PAYMENT. At the bottom of the page is a button allowing you to switch billing cycles. The billing change will take effect on your next billing cycle. You can also change from Annual to Monthly billing this way.
We accept Visa, MasterCard, Discover and American Express, issued from any valid bank in any country. All charges are in US currency.
Not at this time except under certain circumstances. Contact our billing department for help or requests.
Managing My Account
On the Web, go to CallPlease, click on LOG IN, select FORGOT PASSWORD, and then enter your email address. You will receive an email that includes a link so you can reset your password. From the Mobile app, tap on FORGOT PASSWORD on the LOG IN page.
On the Web, go to CallPlease, click on LOG IN and then select CHECK MY ACCOUNT. Enter your email address and you will receive an email showing the status of your account.
Contact your company’s CallPlease account administrator. If you don't know who that is, use this form contact CallPlease Support
It’s possible you set up your own account instead of working with your company’s CallPlease account administrator. Have your account administrator check on your status and they will work with CallPlease support to resolve the situation.
For your company, firm, business, or department, your CallPlease account administrator manages access for every CallPlease user, as well as payment, privacy, and permissions. S/he can also set up your team or business on a shared call log. This means you might have both an individual call log and a shared call log with your team.
Customer Service
CallPlease standard subscribers have access to the CallPlease support center through on-line requests. Go to CallPlease Support and someone will get back to you as soon as possible, usually within a few hours. The basic subscription is designed to be largely a self-service subscription. Most CallPlease functions and changes can be handled in the CallPlease web app under the Company Admin menu. Tips, Tricks and Tutorials are available on The CallPlease Learning Center. Follow our social feeds to recieve regular updates on new features and new Learning Center articles.
CallPlease Enterprise subscribers have access to live support sessions and 24-hour escalation path through their IT Admins.
CallPlease does work globally and we have customers in over a dozen countries. CallPlease is rolling out increased global support over time to increase connection speed everywhere. Please contact us at CallPlease Support if you have a specific question or issue about using CallPlease outside of the US.
CallPlease Security
Very secure. CallPlease is built on an enterprise security class foundation using world class encryption and monitoring techniques. CallPlease enterprise security has been approved by organizations with extraordinary security requirements.
Very safe. See above answer to “How secure is CallPlease?” We take the security and privacy of your information and contacts very seriously.
No. It is encrypted and stored in a cloud-based data center. No one outside your company has anyway of getting to your information...except our CTO who has to use two extermely complex passwords to get through the mesh of encryption protocols. We take this very seriously.
CallPlease uses the same third-party credit card processesor that supports Showtime, Starz, and Twitch. CallPlease has access to the last four digits of your card, so we can support your questions, but nothing else.
The Enterprise Subscription plans provide the additional security features requested by our largest clients. Enterprise security features include domain registration restriction, multi-factor authentication, isolated data, mobile device informaiton wiping and more.
Immediately contact your company’s CallPlease administrator. If your organization is an Enterprise subscriber, they can remotely wipe all CallPlease data from your phone. If you are on a standard subscription plan, your organization may have other ways of wiping information from your device.
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