CRM IVR (SalesForce CRM, Sugar CRM, Zoho CRM and Quick Base CRM)

Capture incoming leads using Whitepages

Invox captures all your incoming calls 24/7 into your CRM IVR so that you are not losing track of them.

Information such as caller id, location and the time of the call is available. If the caller is calling from a landline phone in US or Canada, name and address information is also added automatically.

Prompt caller for reason

“I see that you are calling us for the first time. Briefly state the reason you are calling.”

This information is transcribed and automatically added into your CRM as a new lead.

Tracks calls from existing customers in CRM

All calls from existing customers (leads, contacts or accounts) are automatically added as notes under corresponding entity in CRM based on the phone number.

Add custom note in your workflow

Elect to add custom notes anywhere in the call flow.

This feature is used very frequently in outbound campaigns. The phone system automatically adds a note when the lead responds positively.

Search lead for CTI popups

Use your information such as name, location and CRM ID in your workflow.

For eg: Invox can send this information to your agents as an IM alert.

Archive call records and voicemail (with transcription)

Call recordings and voicemails (with transcribed text) are correspondingly added as a note in the CRM.

This ensures that all inbound activity is accessible from one easy location.

Outbound Integration using browser plugin (New)

Download browser plugin from Invox to track your outbound activity in your CRM.

Leaving voicemail cannot be more easier.