The plugin connects phone numbers set up in your Telphin account to Webasyst CRM.
Selected users of your Webasyst backend will be able to see pop-up notifications about the calling clients before accepting incoming calls. All calls are saved in CRM history so that you can play them at any time in your browser. Both clients’ calls to you and your calls to the clients are recorded and saved.
To connect the plugin to your Telphin account, register an app on a special website. Copy App ID and App Secret values received upon registration and save them in plugin settings.
Plugin’s features
- call history in client & deal profiles
- linking of calls to deals
- incoming call pop-ups
- selection of employees to show incoming call notifications
- outgoing calls to clients from CRM
- call forwarding during a conversation
- call records playback
