softtrain.co.uk

Extension allowing advanced CRM features

Latest Version

Version

1.2.7

Update

December 7, 2024

Size

179KiB

Developer

softtrain.co.uk

SoftTrain Cloud CRM Controller Extension

For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool.

The functionalities include the following:

- Screen-Pop
Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.

Auto-detection of incoming contact with link to contact record within the CRM tool

- Click-to-Call
Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated

- Transfer and Forward
Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.

Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.

- Dialpad
The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.

- Call Log (optional)
Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended.

- Version History
V1.2.7 - Added Simpro Suite
V1.2.6 - Fix for Zendesk screen-pop location
V1.2.5 - Added bespoke integrations for Hubspot and Zendesk
V1.2.4 - Added 'Brochure Send' engagement (client-specific)
V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM
V1.2.2 - Normalised phone number fix for Transfer icon
V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab
V1.2.0 - Added support when for multiple contacts match phone number
V1.1.6 - Added fix for phone number normalisation
V1.1.4 - Added support for SugarCRM
V1.1.4 - Fix for contact load in Act! Premium Cloud
V1.1.3 - Added support for Act! Premium Cloud
V1.1.2 - Added support for Pipedrive

Source Manifest.json

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SoftTrain Cloud CRM Controller

Extension allowing advanced CRM features

Latest Version

SoftTrain Cloud CRM Controller Extension

Source Manifest.json

Get source code (.Zip)

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