Call directly from CRM

Calling directly from CRM will save a lot of time and improve your documentation

Calling directly from a CRM is commonplace for call centers, but it makes sense in any business, not just in sales:

• You call cheaper
• You have an overview of who the call was with
• You can easily save notes from the call.

Connection to VoIP

It's easy to connect calls over the Internet using VoIP Gateway. The VoIP gateway allows you to

• Create a special number e.g. for helpdesk, order processing etc. The number can be used and received by several people and can be easily rotated e.g. on shifts
• Allocate your own number to individual staff members, making it easy for the other party to return calls
• Make calls from a personal mobile phone so that the caller can see the company number and cannot see who is calling and from where.

AyMINE with its connection to a VoIP phone is an ideal solution for home-office workplaces, for example, as employees can make and receive phone calls from the company number as well as from home.

Call log storage

Calling from CRM

When you want to call someone, find them in your address book and press the call button. The system will connect your phone to the other party. At the same time, a dialog opens where you can note the result of the call. You can even mark that the call was unsuccessful – either because you didn't get through or the caller hung up on you because they didn't have time.

Someone is calling you

Is someone calling you and you don't know who? Press the Who's calling me button on your main desk or in CRM. If the caller is in CRM, you will immediately see their details and see them right away:

• What communication you have had with them in the past,
• What orders have come in from them

It's much easier to have a conversation with the caller when you have the details at hand.

You can also create a record of the received call and its result right from the person or company detail in CRM. Use the record call feature.

Calling isn't just for business

VoIP calling linked to directories is suitable for the whole company:

• HR can quickly call employees
• Speed up communication with job seekers
• Store contacts for all your business partners – suppliers, carriers, manufacturers or project partners. Thanks to the stored records, you will know what you have ever dealt with them.

Retained call documentation is not just for convenience, but can be very important for things like audits or disputes if they arise.