With CloudCTI's Realworks telephony integration, the caller is recognized by the phone number sent and various actions can be automated. A call can also be set up automatically. With the CloudCTI telephony integration, Realworks shows the caller's data when the phonenumber is recognized. A call can also be set up automatically.
Summary
On incoming calls, a small pop-up appears, which does not interfere during work, with data from Realworks. Which data is shown may be freely adjusted. With a mouse click, a screen showing the caller's data within Realworks can be opened real time. Optionally, additional actions can be added. Calls can be set up directly from Realworks, entering phone numbers manually is no longer necessary. Incoming calls are displayed within Realworks and when the caller is recognized, the name is shown. With a mouse click, a screen showing the caller's data within Realworks can be opened real time. Calls can be set up directly from Realworks, entering phone numbers manually is no longer necessary. Calls are automatically registered in Realworks. The integration with Realworks is preconfigured in the CTI Wizard and can be completed in just a few steps.
Features
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• Automatic recognition of phone numbers. The name as known in Realworks is shown.
• With a mouse click, a screen showing the caller's data within Realworks can be opened real time.
• Any field from the export can be displayed.
• All functionality is provided within Realworks.
• Optionally, more actions on an incoming call may be automated.
• Automatically record calls in the activity history of the caller's file in Realworks.
Technical
The integration of Realworks is included in the CTI Wizard making installation very easy. Most settings are already configured so that only a few customer-specific data need to be filled in and a clear manual is available. The integration is configured once for the entire company. CTI has never been easier!.
The integration reads the export files from Realworks.
Compatibility
CloudCTI is a fully cloud-based software and therefore deployable anywhere and easy to implement. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.
