The CloudCTI integration with Zoho CRM is fully embedded; no local software is required. CloudCTI offers an extensive integration with the telephony environment.
Summary
With the Zoho CRM integration, the caller is recognized by the phone number sent and the caller's details are shown in Zoho CRM. Various actions can be automated. Calls can be set up directly from Zoho CRM, entering phone numbers manually is no longer necessary. Calls are automatically registered in Zoho CRM.
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 Zoho CRM pops up and provides real time info.
• Automatically record calls in the activity history of the caller's file in Zoho CRM.
• Click-to-call: Automatically set up a call by clicking the number in each phone number field in Zoho
• Caller recognition and name display in Zoho
• Automatically open the caller's info tab, optionally current or new tab
• Automatic registration of recognized calls with the respective account
• Call notes – Add written notes to calls.
Technical
The integration is installed and provisioned from within Zoho CRM, see the manual for more info.
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.
