Phonet connector for Creatio allows you to connect cloud telephony to your CRM, conveniently communicate with your clients, record and analyze calls and the work of your employees.

Use Cases

For Sales Departments, Support Service and Contact Center, when you need to set up your own call reception scenarios by departments and employees, reduce call processing
time, quickly find all information about the client and his orders, analyze the effectiveness of the employee's work and communications, etc.

To improve your business processes with the involvement of other departments.

Key Features

• Receive calls in the CRM, click to call in Creatio
• Transfer calls to other employers
• Direct incoming calls to the responsible employee specified in the client card
• Pop-up notification with the name of the client when calling
• Automated Lead or Contact creation when calling to quickly enter the client’s data
• Listen to calls records in the CRM
• Fixed missed calls
• Call history and Analytics

Notes

To make calls, you need to connect an IP phone or softphone to your computer or
smartphone.
To use the connector, you need to connect Phonet Virtual PBX.