Highlevel Overview
Keep customer calls flowing and more automated, while working in your CRM platform. Created by Brainvire Infotech, Twilio Call Extension adds customer calling, logging and recording functionality to SuiteCRM. Users can make calls directly from SuiteCRM, check previous call history, and enjoy the convenience of calls getting automatically logged to records containing matching phone numbers.
Key Features
- Users can make calls from SuiteCRM
- Calls get logged into SuiteCRM automatically
- Relationships get loaded with the record in subpanel
- All details of call are added to record along with the recording
- Users can play recording from SuiteCRM
- Users can make calls by entering phone number in the input field, located at bottom of each page in SuiteCRM
- If the number entered into the input field matches a CRM record, then the call will get logged under that record
How it Works
Configure Twilio Call Extension for your SuiteCRM in the Admin settings, as shown below.
Phone number format in Twilio Call Extension:
- A + (plus) sign (replacing the International Call Prefix like 011)
- International Country Calling code
- Local Area code
- Local Phone number
Calls can be made from List View of the Accounts, Contacts and Leads modules. Calls will be logged into SuiteCRM with recording. Below is an example of what the click-to-call popup looks like.
To learn more about this solution, go to Twilio Call Extension or search for "click to call."
-
Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
-
Records Queue
Records Queue displays a Kanban view of highly important records, such as records recently created, modified or assigned to users. This plugin helps sales and marketing teams stay focused on the current details of records, so business efficiency increases.
- Show more addons