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
ERP Account Matching
Matches the caller number with the ERP account; balance and open orders appear on the agent's screen.
Finance and sales teams want quick access to balances, overdue invoices and shipment status while talking to a customer. With read-only access to your ERP database, this integration brings that information up at call time.
Scope
- Finding the customer account by phone number (multiple numbers supported)
- Showing balance, overdue amount and the last five transactions on the call screen
- Looking up open orders and shipment status
- Writing the "promised payment date" note back to the ERP on collection calls
Setup
A small lightweight gateway is installed inside the customer's network, so no external access to the ERP is opened. A ready schema is used for standard packaged software and REST endpoint mapping for custom applications.
Key features
- Account matching
- Balance and due dates
- Order and shipment lookup
- Gateway inside the customer network
Technical details
| Mode | Read-only + note write-back |
|---|---|
| Setup | Gateway |
| Data security | Stays inside the customer network |
Similar items
Helpdesk Ticket Creation
A ticket is opened automatically for every support call, with the recording and summary attached.
- Category
- Support / Helpdesk
- Connection type
- Ready connector
- Included in plan
- All plans
- Average setup time (min)
- 15
E-commerce Order Lookup
Customers check their own orders in the IVR; agents see order details on the call screen.
- Category
- E-commerce
- Connection type
- API / Webhook
- Included in plan
- Pro and above
- Average setup time (min)
- 30