With the CloudCTI telephony integration, Tapi Universal CRM shows the caller's data when the phonenumber is recognized. A call can also be set up automatically.
Summary
Incoming calls are displayed within Tapi Universal CRM and when the caller is recognized, the name is shown. With a mouse click, a screen showing the caller's data within Tapi Universal CRM can be opened real time. Calls can be set up directly from Tapi Universal CRM, entering phone numbers manually is no longer necessary.
Features
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• With one mouse click the caller’s record from Tapi Universal CRM pops up and provides real time info.
• All functionality is provided within Tapi Universal CRM.
Technical
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.
