improved efficiency with ZohoCRM integration
Customer Relationship Management (CRM) integration with Zoho allows for incoming telephone calls to screen-pop directly within the Zoho interface. This allows the end-user to answer the call and open the contact's record without needs to switch between windows. The end-user can also hold/resume, forward, transfer and hang-up the call. Click-to-call functionality allows end-users to initiate calls via the telephone system for the contact.
Product Features
Screen-Pop
Incoming calls pop-up within Zoho and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.
Auto-detection of incoming contact with link to contact record within Zoho
Click-to-Call
Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in Zoho when the outgoing call is initiated
Transfer and Forward
Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.
Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.
Dialpad
The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.
Screenshots
Screen-Pop
Click-to-Call
Transfer and Forward
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Other Wildix-Integrated Products
- Dynamic Wallboards - real-time view of what's happening
- Call Recording Archive - archive and free up space
- Call Recording Controller - pause and resume call recording
- Analytics - reports of current and historial calls
- x-hoppers Management Tool - manage and send broadcast messages via QR codes