Preview the caller when recognized & screen pop the contact
Calling numbers are recognized and the corresponding name or other fields from the database are presented in the CloudCTI ‘toast’. Any field from the database may be chosen, this is a user configuration. In some CRM’s the name is displayed in the CRM itself. Several CRM’s or databases may be integrated concurrently and a search in all of them will be performed simultaneously. The toast doesn’t get the focus when popping and informs the one to take the call without disturbing.
When a caller is recognized in the CRM database, the related contact record may be opened with a mouse click, providing real time information. Any screen within the CRM may be configured as the pop up screen. When the call is transferred to a colleague, the information comes along with it.
Also up to 4 extra automated actions may be added. Depending on the nature of the call, the related data may be automatically retrieved, or the appropriate action performed.
Click-to-call
To set up an outgoing call with a single mouse click or hotkey is a very convenient feature, saving time and preventing mistakes. We all are so used to this feature with our mobile phones, but it is not standardly available on business phone systems. Click-to-call not only supports phone numbers in the CRM application but may be used for any phone number on the desktop.
Teams
Also, when apart from the VoIP/UCaaS system, Teams is used (for instance for chat, meetings and internal calls) and without using Teams for external calls (Teams Voice: Operator Connect, Direct Routing, etc.), CloudCTI offers a native integration between your CRM-application and Teams.
The app supports click-to-call to external contacts, recognition of incoming calls that are displayed in Teams, call history and screen pop of a screen of your choice from the CRM-application.
Embedded Integrations
CloudCTI features an embedded integration for a growing number of CRM’s. No local software needs to be installed and extensive functionality is available. On an incoming call the name of the caller is presented in the CRM software as well as all other CTI functionality.
Time registration
The duration of a call is measured and registered at the respective file in the CRM application. For several branches where time spent on calls has to be accounted for, this is a must have.
Call logging and labelling
Calls are automatically logged in the CRM history with the related account and may be labelled with preset values like sale, prospect, etc. Also written notes could be added to calls.
Webclient 2.0 for web-based CRM-applications
The CloudCTI web client 2025 offers a new layout and many new features, on top of the existing click-to-dial, caller recognition and screen pop functionality, with web-based CRM applications.
CloudCTI’s 100% cloud strategy ensures the same functionality, settings and history on all devices used, even when not logged in.
Call history
- A call history of the past week is shown, including a filter for in- or outgoing calls
- Due to the cloud architecture, missed calls are registered in the call history even when users are not on their workspace and not logged in, including recognition of the caller
- Contacts from the call history can be called back directly with a call button
- Screen pop from the CRM and additional actions can be performed from the call list
- Calls can be deleted from the list for privacy reasons
Speed dial
- A fixed list of contacts always visible for quick dialing
- Easy to add contacts to the speed dial from the call list
Search contacts in the CRM
- Search contacts by name in the CRM-application, also possible to search in more CRM-applications
- Set up an outbound call directly from the search results
- Screen pop a CRM-screen directly from the search results
- Recent history of search results is shown
Start your own trial
These new features enable users to handle their phone traffic much more efficiently, making use of the clever integration with their CRM-application.
Try the new webclient for yourself and get it at https://webclient2.0.cloudcti.nl
The present webclient is still in service but will be replaced in due course.