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- Welcome to Hooked
Welcome to Hooked
Hooked is the calling CRM your team works in all day. Calls, leads, texts, Tacklebox AI and reports live in one workspace, so you never copy a number from one tool into another or rebuild a call from memory afterwards.
Read this page once, then follow Your first day below. It takes about ten minutes, and you'll have made a test call by the end.
What you can do in Hooked
Calling. Place and take calls in your browser. When the phone rings, the caller's details are already on screen, and every call is logged with its recording and transcript.
Leads. One profile for every person you've spoken to: their history, notes, texts and products, all in one place. A call from a new number creates the lead for you.
Campaigns. Work a list of leads in order, with the dialer bringing up the next one when you're ready.
Texts. Message a lead from their profile. Replies land on the same timeline as their calls.
Tacklebox AI. Live help during a call (what to say next, which field to fill, the compliance step not to skip), and notes written for you when the call ends.
Reports. See how your day, your team or a campaign is going, or ask a question in plain words, like "How many calls did we take today?"
What your role sees
Role | What you'll do most | |
|---|---|---|
Agent | Take and make calls, work your campaigns, keep each lead's record up to date. | |
Admin | Set up campaigns, numbers and permissions, watch live calls, and read the reports. |
Your admin decides what each role can see. If something on this page isn't in your Hooked, it's probably turned off for your role.
Your first day
- Sign in
Open the invite email from Hooked and set your password. Use Chrome or Edge, and plug in your headset before you start.
- Set yourself to available
Open the status menu at the top of the screen and choose Available for calls. While you're available, calls from your campaigns come to you.
- Make a test call
Click Dialpad, enter your own mobile number and press Call. Check you can hear and be heard, then hang up.
- Log how it went
When a call ends, pick a disposition before wrap-up runs out. It's how your calls count in the reports.
A call without one doesn't show up in conversion numbers, and the lead won't land on the right follow-up list.
Getting help
Press ⌘K or Cntrl K on any docs page to search every page and section. Still stuck? Use Contact Support at the bottom of the sidebar, or email support@hookedcrm.com.
Common questions
Do I need to install anything?
No. Hooked runs in your browser. All you need is Chrome or Edge, a headset, and a steady internet connection.
I can't see the Dialpad
Calling is turned on per role. Ask your admin to check your role's permissions.
Are my calls recorded?
Only if your admin has turned recording on for the campaign. Recordings appear on the lead's timeline next to the call.