Velvetel Telephony for Creatio allows you to effectively engage with clients and colleagues on the phone and keep all communication history logged in one place in Creatio.

Use cases:

• Call management – the solution allows Creatio users to make inbound and outbound calls using the Velvetel Telephony service. During the call, an agent can access all information about the Contact, including the history of previous communications.
• Call Analytics – managers can analyze the quality of communications with clients based on the number of call attempts and conversations, duration of calls, and call results.

Key features:

• Make outgoing calls and accept incoming calls in Creatio
• Put a call on hold
• Transfer a call to another phone number
• Possibility to assign a personal manager during the first interaction
• Save a call result
• Keep track of call analytics
• Opportunity to choose the Caller Number for outgoing calls
• Call recordings are available in Creatio

Supported basic features:

• Access an entire call history with a Contact
• Identify a Contact and Account by a phone number

Notes:

• An annual subscription to the Velvetel nationwide dialing plan is available for the US and Canada at the price of $179.88/user/year and purchased from Velvetel directly. Contact Velvetel via email at support@velvetel.com or phone +1 (847) 559-0864. If you already have an active dialing plan subscription or your business is located outside of the US and Canada, we offer a SIP-Trunk connection with your selected VoIP service provider.

Coming soon features:

• Patch another extension or phone number into an active call for a conference call.