CRM Integrations
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
Mondago solutions support an extensive range of CRM integrations providing a range of integration features from those described below. Up to four CRM integrations can be concurrently configured.
Visit the Product CRM Viewer for comprehensive supported list of applications and features.
Click to dial
From out of web browsers, integrated applications, and other helpful dialing options
Caller Preview
Search the integrated CRM for callers info when you make or receive a call, and “preview” the details in a “toast” pop up
Contact Popping
Allow users to “pop” caller’s records within the integrated CRM from a live call or directory
Address Book
Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results
Add Contact
Add new contacts to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up
ACTIVITY LOGGING
Manually or automatically log a record of a call against a caller’s contact record, also called Call Tracking
DUPLICATE CONTACT
Add an existing contact’s details from one integrated CRM to another
