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Built-in Phone Dialer in the CRM with Plivo and Twilio
Table of Contents
Introduction
Is your office crowded with the latest phones, faxes, mobiles, etc.? Are you finding it challenging to communicate with your customers with these multiple devices? What if your laptop or desktop could help you connect to a customer with a single click?
This is possible with Vtiger CRM! With Vtiger’s Phone Calls module, you can connect with your contacts by simply placing a call directly from your laptop or desktop by clicking the Phone Call icon.
Built-in Phone Dialer
The built-in phone dialer in Vtiger CRM streamlines calling by integrating VoIP capabilities directly into the CRM, making it easy to manage and track phone interactions with leads and customers.
It allows you to make and receive calls directly from within the CRM system, eliminating the need to switch between applications.
Benefits
The benefits of the Built-in Phone dialer are listed below:
- Agents can dial numbers directly from the CRM with a single click.
- Access to the call data helps managers make informed decisions.
- View call records and feedback from others, for more informed communication with customers.
- Reduces the need for manual logging,
- Calls can be recorded and reviewed, with better quality assurance, training, and compliance.
What You Need To Do
All you need to do is configure Vtiger CRM with Plivo or Twilio credentials.
- Install the Phone Calls extension from the Extension Store.
- Set up Plivo or Twilio gateway.
- Get going!
When you set up one of the gateways, you will see a ready-made phone dialer on your CRM screen.
To learn about integrating Plivo with Vtiger CRM, click here.
To learn about integrating Twilio with Vtiger CRM, click here
To use the phone dialer feature
- Open the Contact or Lead Record: Navigate to the contact or lead record you want to call.
- Click the Phone Icon: Click on the phone icon next to the contact's or lead's phone number.
- Make the Call: Your device's default phone app will open, and you can make the call.
Dialer features
- Choosing a gateway: You can choose either Plivo or Twilio to make a call from the dialer. You must have at least one of these gateways configured in the CRM.
- Click-to-Call: Type the number in the dialer and click the Call button. That is how easily you can call your contacts, co-workers, etc.
- Clearing an entry: To clear a number, click the left arrow (←) at the dialer’s bottom left.