Heedify Smart CRM Side Panel for Microsoft Teams Calls

Seamlessly integrated into the active Microsoft Teams call window, Heedify's new intelligent side panel automatically detects the caller ID using Teams APIs and instantly fetches relevant customer data from your CRM or other connected systems.

🔍 Real-Time Caller Recognition

Instantly identifies incoming callers using Microsoft Teams' native call data and integrations.

📄 Automatic Customer Profile Display

Displays detailed customer information—such as name, company, interaction history, support tickets, and notes—the moment the call begins.

🧠 Context-Aware Interface

Presents information in a clean, natural, and intuitive layout that feels native to Teams. Users stay focused and informed without ever switching apps.

⚙️ Fully Configurable

Tailor what data is shown and how it’s presented. Easily integrate with your existing CRM, helpdesk, or internal systems.

Why It Matters

Empower your teams with instant customer context, reduce handling time, and elevate every interaction—all without disrupting their workflow or familiar tools.

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