Click to Call from CRM
Vici Dial Predictive CRM Dialer Integration or CRM Auto Dialler improves efficiency of your phone communication by giving you more information and more options for each call you make or receive. All incoming and outgoing calls are recorded and available for any kind of further analysis. CRM Telephony IP PBX Integration provides click to call, predictive dialer, auto dialer, call logs, pop ups.
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Demo Presentation Video
Click to Call from CRM
Call logs with all details
Incoming and outgoing Call pop up with details like Name , Account Names, Call Duration and call status
Options : Create Account , Lead ,contact, Task , hang up call, transfer call etc.
Call pop up shows Previous Description.
Desktop Call Notification.
Call Recording in CRM with each call
User can Save notes to calls.
Vici Dial and CEM Integration Additional Features
Auto create lead in crm if lead is not present in crm on call dispo of dilaer.
Auto update of leads details in crm if agent changes in vici or go auto dailer webform.
Auto create Call logs in crm and realte to perticuar lead in crm witl all relvant call details
Call notes will save in crm.
Click to call from crm
Can add lead to vici list from lead details view from crm.
Can add multiple leads to multiple vici list from lead list view from crm lead list view and details view.
all data related to leads and call logs avaible in crm so user can create desire reports in crm.
Can add multiple leads to multiple vici list from lead list view from crm target list view and details view.
Supported CRM Version ( Hosted and Local )
SugarCRM Community Edition (CE)
SugarCRM Pro, Corporate, Ultimate , On site and On Demand
SuiteCRM ( Hosted and Local )
Other popular CRM software
Advantages of CTI Integration
All the information on fingertips on call PopUp.
Get better reporting on call statistics.
Deliver excellent customer service through phone by managing outgoing and incoming call
Display call screen pops (caller's name) for inbound calls
Quick access to the latest notes and related notes.
Great amounts of time saved by processing new and existing phone numbers via sugarcrm.