Heedify Smart CRM Side Panel for Microsoft Teams Calls
Offered for Free to the Community!

Heedify introduces an intelligent side panel that seamlessly integrates into the active Microsoft Teams call window. This feature 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—right when the call starts.
  • 🧠 Context-Aware Interface
    Presents information in a clean, natural, and intuitive layout that feels native within the Teams interface, so users stay focused and informed without 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:

Give your teams instant customer context, reduce handling time, and elevate every interaction—without disrupting their flow or tools.

This feature is 100% free for the community, and it works even when you're using Microsoft Teams Call Queues or Auto Attendants.

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