TELEPHONE INTEGRATION WITH ANY WEB CRM
Integrate your company’s telephony with your own CRM or ERP Increase productivity and improve customer service.
WHAT ARE THE ADVANTAGES OF INTEGRATING YOUR CRM WITH FONEMA?
By integrating Fonema’s virtual PBX telephony with your CRM you will save time since you will be able to create tickets automatically, you will know who is calling you before answering the call and optionally you can even have a record of the call with the recording of the call. In short, you will improve productivity and optimize the sales process.
Call your contacts by clicking on their phone number from your CRM. You will not have to dial the number on your terminal and you will save time and mistakes.
Every time you make or receive a call, a pop-up window will appear in Chrome, indicating which contact is associated with the phone number.
When you answer it, you can write down the contents of the call conversation associated with the contact for future reference.
Each call you make or receive at the virtual PBX will send a notice to your CRM and may be associated with the contact in your CRM.
In addition, if you include the link to the call recording you can also listen or download the audio of the call.
When you activate the integration, each time you receive a call, the caller’s phone number will be searched for among the accounts and contacts.
If you receive the call on your computer with Phonip Plus (or another softphone) or an IP phone, you will be able to see the name of the associated contact.
And on your mobile, with the Fonema app, you will receive a PUSH notification with the name of the contact.
HOW IS THE INTEGRATION DONE?
The custom integration of Fonema is based on our HTTP and REST APIs and on our Google Chrome extension. Your CRM needs to work on Google Chrome or at least have the browser open
The development you need to do in your CRM is simple:
- Program two functions into an HTTP API according to our requirements that:
- Return the name of the contact according to the phone number called or called to be able to see in your phones and in the call lists the name of the caller.
- Return in HTML format the information you want the Google Chrome extension to show based on the phone number called or called (see contact tab, open ticket, etc.) with its corresponding links to your CRM. This information will be displayed in the en la Chrome extension.
- Modify the phone numbers to include callto: or tel: links or alternatively make a call to our HTTP API to initiate calls from the user’s phone.
- Optionally you can integrate other features of our REST and HTTP APIs to achieve almost any functionality, such as creating a call list associated with each contact with the recording of the same.
With these simple changes you will have your telephony integrated into your CRM system
With these simple changes you will have your telephony integrated into your CRM system.
VIRTUAL PBX FONEMA
Use it from any device: iOS, Android, your computer or an IP phone
Make calls with the company number on your mobile
Get new phone numbers from over 50 countries or have your numbers ported
Recording calls in the cloud
Call Center modules for supervisor, advanced reports, etc. are available.
And much more: ring groups, call forwarding, transfers, click2call button for your web.
Integrated with CRMs and other services
For more information, please contact us using the form below. We will be happy to assist you.