CRM SOLUTIONS

Invox is the ultimate productivity tool, allowing you to integrate all of your CRM applications, lead generation, and access controls seamlessly. Invox allows you to manage your key prospect data with one interface. Invox also includes several innovative features that will enhance your productivity and ability to generate sales, including:

CRM Search Lead

"CRM Search Lead" searches for the lead (a person's name, phone number etc.,) in your CRM account based on the caller's phone number (recorded by your caller ID). If a match is found in your CRM account, Invox updates the lead information with the new number and data collected during the call.

CRM Capture Lead

"CRM Capture Lead" works similarly to the Search Lead function, finding a lead based on their phone number. If a match is not found in your CRM account, it creates a new lead with the caller information such as caller ID, caller name and address (if reverse 411 is added).


For entries where caller information such as name etc. cannot be retrieved, "Invox" is added as the name of the lead.

CRM Management

"CRM Management" lets you access the information on your CRM account while you are on the move.

You can add notes, create tasks, send mail or talk to your CRM leads, all over the phone.

CRM Update

Invox allows you to add custom notes anywhere in the call flow. This feature is especially valuable in outbound campaigns - the system automatically adds a note when the lead responds positively.

More with Invox

• Prompt caller for their name and reason for the call
"I see that you are calling us for the first time. Briefly state the reason you are calling."Nbr />
This information is transcribed and automatically added into your CRM as a new lead, streamlining your sales and lead generation process.


• Tracks calls from existing customers in CRM
All calls from existing customers (leads, contacts or accounts) are automatically added as notes under the corresponding entry in CRM based on the caller's phone number.


• Search lead for CTI pop-ups
Quickly and easily search user data, from any CRM ID in your workflow, then send the data to any agent as an IM alert.


• Archive call records and voicemail (with transcription)
Any recorded calls, or voicemails that are left are automatically added as a note in the CRM. Voicemails are automatically transcribed to text. This feature allows Invox users to easily access any inbound activity from one easy location.


• Outbound Integration using browser plugin (New)
Invox now offers ultimate portability and accessibility through browser plugin support. This feature allows you to login to Invox from any computer, anywhere in the world that is connected to the internet.

Managing your CRM, from leaving voicemail to tracking and updating leads?has never been easier, thanks to Invox.