- Click-to-Dial directly from records in CRM
- Automatically log calls and SMS/text messages on each record
- Pop-up notification for incoming calls
- Send SMS/text message from records in CRM via custom-built extension
1. Click-to-Dial within Zoho CRM on any record containing a valid phone number in the phone number field.
Your sales reps or consultants can click any phone number inside a Lead, Contact, or Account record and initiate a call instantly. No manual dialing is needed. No switching apps necessary. This alone can significantly increase outbound call efficiency.
2. Automatically log calls and SMS/text messages in real-time on records in CRM.
Every inbound and outbound call or SMS/text message can be automatically logged inside the appropriate Zoho CRM record. For calls, the date and time, call duration, and recordings can all be logged automatically in Zoho CRM. Calls and/or text messages may also be automatically uploaded to Zoho Workdrive for backup purposes and to free up CRM storage.
3. Pop-up notifications for incoming calls alert users when they are receiving an inbound call.
When an inbound call is received, Zoho CRM can automatically display the corresponding record. This allows users to quickly refer to notes, become aware of any deals or outstanding invoices, etc., before answering the call. This helps users to handle the call more efficiently and effectively, and can drastically improve customer service interaction.
4. Send SMS/text messages directly from Zoho CRM with custom-built extension.
RingCentral supports business SMS messaging, and when integrated with Zoho CRM, those messages can be associated with the corresponding CRM record via a custom extension. This can help send and log appointment confirmations, sales follow ups, customer updates, and more. Please feel free to contact us to help set up the custom extension that facilitates this.
