CRM Integrations

Overview

Integrate your phone system with your CRM application for better customer service, streamlined sales processes and more complete data tracking.

Invox provides convenient and seamless phone-based access to CRM applications, allowing you to optimize your prospect, capture lead, search lead, CRM management and CRM update or customer interactions. And, only invox gives you the facilities to manage and deploy your solution through an easy-to-use and intuitive application, providing complete web-based management of your application.

Supported CRMS

• Integrates with various CRMs

• Access CRM by phone

• Search and capture leads

• Add notes, place calls and send emails by phone

Lead Capture

InVox captures information (name, address, reason why they are calling) of your new callers directly as a new lead streamlining your sales and lead generation process. Calls from existing customers are automatically added under notes. Voicemail and recorded call links can also be inserted optionally.

• Capture new caller's information directly
• Fetch name and address using reverse411 information based on phone number
• Optionally transcribe caller's name and reason
• Lag call information (duration, voicemail and recorded link) in for call

Search & Update CRM

Search for your caller's phone number in CRM and takes appropriate actions.

• Search for your caller's phone number in CRM and take appropriate actions
• Greet them by name
• Create workflow - Play pending balance, send IM alert, inform caller of any product updates
• Update CRM
• Add notes automatically into CRM based on a rule in your visual workflow.
• Integrate with outbound call campaigns to add notes for interested prospects.

CRM by Phone

Call anyone in your CRM - Just say their first/last name and InVox will call them automatically linking the recorded call conversation into CRM.

• Call anyone in your CRM - Just say their first/last name and InVox will call them automatically linking the recorded call conversation into CRM
• Send email automaticaly - InVox transcribes and sends an email
• Add a note or set a reminder task to a lead
• Manage your CRM using voice commands for "What would you like to do today?" - Send email, call, add a note or set a reminder task.

Campaign Dialer

• InVox captures information (name, address, reason why they are calling) of your new callers directly as a new lead streamlining your sales and lead generation process.
• Place outbound calls directly from your CRM using the click2call browser plugin. InVox automatically inserts the link of the recorded call under notes.

Request Quote