By linking the CRM with your telephone system, marketing, sales and service activities can be made effective.
The CRM supports almost all VoIP based PBXs on the market, regardless of whether they are available locally or from a cloud. The following functions are supported:
- Initialting of outgoing calls by clicking on a telephone number stored in the CRM
- Calling number identification for incoming calls with display of the caller information in the CRM
The phone connections are made by so called Softphones. These are computer programs that support VoIP telephony and are installed on your local computer. Many softphones can also be used without having to have a own telephone system.
In addition to the usual standard interfaces to most softphone providers, special systems are also supported, e.g. nphone or Efftel.
The required settings can be made by the CRM administrator in the softphone menu. Look up the CRM manual for a detailed description.