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."
-
User Analytics CRM
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated or deleted, p...
-
Webex Contact Center for SuiteCRM
Embed Webex Contact Center features in your SuiteCRM interface to give support agents full CTI controls and AI-powered assistance without switching apps.
- Show more addons