CRM Screen Pop and Click-to-Call
The customer card opens automatically on an inbound call; clicking a number in the CRM starts the call.
- Category
- CRM
- Connection type
- Ready connector
- Included in plan
- All plans
- Average setup time (min)
- 10
Connect your phone system to the CRM, helpdesk, ERP and e-commerce software you already use. Ready connectors go live with one click; custom systems take one to two days via the API.
The customer card opens automatically on an inbound call; clicking a number in the CRM starts the call.
A ticket is opened automatically for every support call, with the recording and summary attached.
Matches the caller number with the ERP account; balance and open orders appear on the agent's screen.
Customers check their own orders in the IVR; agents see order details on the call screen.
An employee in a meeting automatically shows as busy; calls go to voicemail or a delegate.
Calls are transcribed; sentiment, keywords and compliance checks let the quality team focus on risky calls.
Automatic SMS from the PBX for missed calls, appointment reminders and payment alerts.
Use your office extension on your mobile phone; the company number shows on outgoing calls.
Sign in to the console and agent app with your corporate identity provider; users are created and removed automatically.
A documented API for call origination, queue statistics, recording access and call events.
Appointment reminder calls with confirm/cancel keypad input; results are written to the booking system.
See the system in a 30-minute live demo and get a quote side by side with your current line and PBX costs.
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