With the Plivo Integration, your sales and support teams can easily make outgoing calls to any phone number in SuiteCRM, in one simple click. Boost your call performance without the need to manually copy and paste phone numbers to your softphone system.
Highlevel Overview
Plivo is a communications platform that enables businesses to connect, engage and interact with their customers. It simplifies the notorious complexity of telecom by offering simple and enterprise grade building blocks. Developed by the team at Verity Infotech, the Plivo Integration for SuiteCRM combines the ease of click-to-call with your CRM records, so you can spend less time setting up calls and more time on important customer outreach.
Features
- Click-to-call from SuiteCRM
- Call log to SuiteCRM
- Relationship added so users can view in subpanel
- Calls are logged with recording
How it Works
First, make sure your SuiteCRM is running on https. Plivo Integration creates click-to-call functionality within your SuiteCRM platform. Look for the phone icon, which will appear in all the phone fields. This icon is shown in List View and Detail View, as shown in the configurations below.
Here's how the call log with recording feature will appear in your SuiteCRM.
To learn more about this solution, go to Plivo Click-to-Call or search for "click to call."
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Reassign Related Records
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
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Error Trap
When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SuiteCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
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