CRM Solutions
CRM Integration
ioCONNECT-UC-CRM (Coming Soon)
The ioTRAN CRM option for ioPLATFORM provides a modern UCaaS solution for Cloud Communications Platform CRM integration. With ioCONNECT-UC-CRM, you can give full-featured CRM services to your customers using desktop applications for both Windows and Mac. This robust service provides reliable CRM contact pop-ups and click-to-dial for the most popular online CRM providers. This service can be combined with our ioCONNECT-UC-CallCenter service, providing full-featured reporting, statistics, and agent functionality.
Why CRM Integration?
The business landscape has changed, with the rise of SMBs utilizing online CRM, many companies and organizations now rely on CRM services that provide better customer relationships and service. The ability to instantly have customer information available is critical when providing customer service and support.
With ioCONNECT-UC-CRM, your customers and clients will have access to their customer information the second they are called via a web browser pop-up based on the callers' number. This UCaaS application provides a modern solution with security and reliability.
This private-label CRM integration service has the important features CRM users want and is part of our larger UCaaS offering from ioTRAN.
- CRM Pop-up Web Browser Window
- Click to Dial
- Desktop/Laptop Softphone with Dialer (Windows or Mac)
- Hold
- Transfer
- Call Park
- Call Record
- Address Book
- Statistics
- Supports major CRM providers including, Salesforce, Microsoft Dynamics CRM, Hubspot, Zendesk, Zoho, Zoho Desk, Freshdesk, Pipedrive, Clio, Bitrix24, and amoCRM
- Private-Label
- Available 7x24 to your customers
Compatible CRM providers