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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SuiteCRM Google Login (SSO)
This add-on helps users log into SuiteCRM with their existing Google ID, so they no longer need to remember multiple user credentials. As the plugin enables the user will automatically redirect to Google URL where the user selects an account he will redirect on the CRM.
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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