Do you own a vTiger CRM and want an easy way to call and send SMS to your customer directly from the CRM? Want incoming call notifications in the CRM when a customer calls you and create a new ticket or update an existing ticket? We have a solution to your problems in the form of vTiger CTI.
Business Communication IFTTT Flows for vTiger CTI
IF you receive an inbound call from the customer in vTiger CTI THEN a popup notification is shown in the CRM and the CRM/ Google Apps Integration captures the call data into the Google Sheet/CRM & create a new lead in case of new caller
IF an agent clicks on click to call button in the vTiger CTI THEN the CRM dialler triggers the call automatically from the agent’s phone and the CRM/ Google Apps Integration captures call data in the Google Sheet/CRM.
IF an agent clicks on click to SMS button in the vTiger CTI THEN SMS is sent to the customer and CRM/Google Apps Integration captures SMS data in the Google Sheet/CRM.
IF an outbound IVR call campaign is started from the vTiger CTI THEN the responses and call data are captured in CRM.
Best CRM Phone Integration
vTiger Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.
Integration with Chatting system
Your chatting system can be integrated with the CRM provided the relevant API’s are available for integration
Grant and revoke permissions to various users as desired
The administrator has all the rights and he/she can grant or revoke necessary permissions to different users of the system.
All notifications and records at one place
Get all the notifications and records from both the platforms at one place. Notifications in the form of popup or email
Customized drop down for SMS templates lets you customize the SMS to be sent, or you can also type an SMS yourself.
Trigger predefined SMS based on an event
You might want to send an SMS after certain event eg. order place, call with an agent ends, etc you can do so in this CTI.
Follow up date and time
You can set up the date and time at which you want to call a particular customer for follow up and get a notification for the same on that date at that time.
Trouble ticket or lead generation based on calls and 3rd party social sites
Create new leads, support/ticket automatically in your CRM when a customer calls on your number using this vTiger Telephony