Overview
Out-of-the-box integration with minimal setup required.
Screen-Pop and Contextual Information: Automatically retrieve and present records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.
Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'.
Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.
Click to Call: Streamline call initiation by simply clicking on a phone number within your CRM, eliminating the need for manual entry and saving valuable time.
*Features vary by Integrated CRM.
Supports the following platforms:
Google Workspace
Zoho CRM
HubSpot
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