Highlevel Overview
Manage your daily incoming and outgoing calls effortlessly using the Twilio Call Integration with SuiteCRM by Dreamer Technologies. This helpful add-on makes it easy for you to make, receive, record, and analyze calls within SuiteCRM. Enjoy convenient features like click-to-call, call notification pop-ups, call logs, call recordings, call notes, and more to help your team be more productive and stay focused while working in the CRM. Below are some of the product highlights:
- Easy to implement
- Built on NodeJS
- Very lightweight
- Extremely fast
- No limitations due to asynchronous technology
- Very easy to configure
- Works on any kind of hosting server that runs Linux or Windows
- Works with MySQL, MSSQL, and every other database
- Support all version of SuiteCRM
- Work with multiple Twilio accounts (Eg: multiple branches using one hosted CRM)
How it Works
The Call Notification pop-up window in the lower right corner in SuiteCRM will immediately show customer information for both outbound and inbound calls. All Twilio calls get logged into SuiteCRM and related to the appropriate records based on the phone number of the call.
Call Notification Pop-up
Click-to-Call Icon in SuiteCRM Module
Incoming Call Notification Pop-up
Twilio Call Logs Screen
To learn more about this solution, go to Twilio Call Integration with SuiteCRM or search for "Twilio."
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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SuiteCRM Xero Integration
Xero is the world leader in accounting software. With the SuiteCRM Xero Integration, businesses can easily sync invoices, contacts, and products from Xero to SuiteCRM.
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