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VoIP

CRM integration

Using the VoIP module is incredibly convenient when customer service is mainly done by phone. Save the caller as a client and from that point every call, note and task is linked to their CRM card.

Customer card on call
When a known number calls, the system displays the customer card with full contact history.
Call notes
After each call you can add a note that goes directly to the customer's history in CRM.
Call history in CRM
All calls with a customer are displayed chronologically on their card in the system.
CRM · KARTA KLIENTA
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Anna Kowalska
+48 600 123 456
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dzis 14:232m 14s
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