CRM Integration
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
CONTACT POPPING
Pop the caller’s contact record within the integrated CRM automatically on incoming call, or manually via a single click.
ACTIVITY LOGGING
Manually or automatically create an activity record of a call received within the integrated CRM and allows addition of notes.
ADD CONTACT
Add new contacts to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up.
CALLER PREVIEW
Preview who is calling before the call is answered, and view additional caller details, including notes, all from the unobtrusive Caller Preview window.
CLICK TO DIAL
With a single click, dial a contact’s phone number from within your integrated CRM.
ADDRESS BOOK
Search the contact directories of multiple integrated CRM(s) simultaneously, and call or pop a contact from the results.
- Address Book Search:
- Click to dial via Go Integrator for Netsapiens:
- Click to dial via business application:
- Caller details preview:
- Manual screen pop:
- Auto screen pop:
- Pop contact in edit mode:
- Automatic call activity logging:
- Manual call activity logging:
- Additional features:
- Integration with Notes:
- Add contact:
- Live Mode:
- Cached Mode: