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PRODUCT | Call On CRM


Call On CRM Seamless CRM & Phone Integration

Call On CRM for Act! A revolutionary, simple to use application, integrating enterprise class digital telephone service with your Act! contact database.

Once you've used Call On CRM you won't want to manage your contact database again without it.

Call On CRM transforms Act! into a fully featured communication system enabling you and your employees to operate at a new level of productivity. Not just for Call Centers or high call volume offices, Call On CRM can also help the one person or small remote office.

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Click to view larger image of Call On CRM


Call On CRM requires integration with phone service providers that use a Broadsoft Switch. There are several different options, one of which will surely meet or exceed your expectations -- and probably save you money!


Popup Call Notifications



  • Get Instant pop-up notifications when someone calls, matched to the Act! contact.
  • Answer the call even if you don't have Act! on your screen, or answer from within Act!
  • Not available? Click the Voicemail icon to send the call directly to your voicemail

Embedded Call Log makes
reviewing Call Histories easier

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Log all incoming and outgoing calls

  • Get detailed call logs for the entire Act! database.
  • Review your incoming, outgoing and missed calls to a single contact or all your contacts, right from your Act! contact database.
  • Call On CRM tracks incoming, outgoing, missed and attempted calls and shows you which phone numbers you called.

Save Time & Gain Productivity

  • Save Time -- Why create or browse to a contact that is calling? Why create an Act! history manually? Let Call On CRM do it for you.
  • Work Efficiently -- Don't dial your phone manually, trying to remember phone numbers in your head. Do it from within Act! using the fully integrated Call On CRM toolbar, as you change the active contact, the toolbar automatically displays all your contact's phone numbers.
  • Make more calls -- Dial your contacts faster with no more wrong numbers, you can call more contacts per day with Call On CRM
  • Get new business insight -- By logging all calls coming in and out of your business you can track how much time your employees spend with each customer and make your business more profitable.

Easy control of your phone

  • Control your desktop VoIP telephone directly from within your Act! application.
  • Complete Call Control features; Hang-up, Answer, Hold, Transfer, Conference, Send to Voicemail.
  • The Call On CRM toolbar installs quickly and cleanly into the Act! interface.
  • Record Act! histories and browse to the Act! contact who is calling while they are on the line.

Modify your Act! Contact Layout
for One-Click Dialing

Image example

  • Use the Act! Layout designer to customize your contact view.
  • Place dial buttons anywhere on your contact layout and just click to dial the number.
  • One click to dial and your connected.

Built-in Dialpad

Dialpad Screenshot

  • Call On CRM has a built-in dialpad you can use to place calls.
  • Allows you to send tones over an open phone line to "press 1", press 2", etc. This feature is available in specific versions.
  • Dial phone numbers by their alphabetic representation without needing a "real phone" as a reference.

Send Text Messages to your customers
with Call On CRM



  • Call On CRM can send text messages (SMS) directly to your customer's mobile phone directly from Act!
  • SMS Message templates let you setup predefined message templates, including the ability to merge Act! fields into the message content
  • Works with several SMS Gateway providers for added service flexibility
  • Automatically create Act! histories from the SMS messages you send to customers

Collaborate with other team members
from Act!

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Call log Screenshot

Log all incoming and outgoing calls

  • View teams member's presence & availability status directly from Act!
  • Interact with other team members without having to leave Act!
  • Increase employee productivity by enabling this functionality within Act!.

Call On CRM for Skype! Now you can Experience the features of Call On CRM at home!

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A revolutionary, simple to use application, Call On CRM for Skype integrates with your Act! contact database. Call On CRM for Skype lets you dial and interact with your contacts using Skype integrated directly in your Act! Application.

Skype menu

  • View contact's Skype presence directly from your Act! contact layout.
  • Interact with your contacts with Skype Peer to Peer features including, Skype to Skpye calls, file transfers, chats and more.
  • View an Act! contact's Skype profile directly from Act!

Call On CRM for Skype - Features

  • Control your Skype telephone directly from within your Act! application.
  • Complete Call Control features; Hang-up, Answer, Hold.
  • The Call On CRM toolbar installs quickly and cleanly into the Act! interface.
  • Record Act! histories and browse to the ACT! contact who is calling while they are on the line.

 

 

CRM Integration Systems logo

 

 

800 806-5288

Call On CRM can only be used with VOIP phones and service providers using a Broadsoft Switch -- of which there are many. You may have to change your phone and/or your phone service, but a quick call or email can help determine that and give you your options. To get more information, either fill in the FORM or give us a call so we can thoroughly explain your options based on the system you have in place.

$120.00 -- 12 Credits
1 credit = 1 month of Call On CRM usage per seat (phone)


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DOWNLOADS

 

Compatible with:

Act! 10 / 2008

Act! 11 / 2009

Act! 12 / 2010

Act! 13 / 2011

Act! 14 / 2012

Act! 15 / 2013

Act! v16

Technical Support
provided by CRM Integration Systems

 

 


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