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

  1. Click-to-call from SuiteCRM
  2. Call log to SuiteCRM
  3. Relationship added so users can view in subpanel
  4. 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.

Plivo Click-to-Call Integration for SuiteCRM in List View

Plivo Click-to-Call Integration for SuiteCRM in Detail View

Here's how the call log with recording feature will appear in your SuiteCRM.

Plivo Click-to-Call Integration for SuiteCRM call log with recording

To learn more about this solution, go to Plivo Click-to-Call or search for "click to call."

Like this post?

We'll send you an email once a month with the latest posts.