CRM+ Integration 2018-02-01T14:28:34+00:00

CloudCall365 makes CRM integration hassle-free

For only £4.95 + vat per month per user, CRM+ takes integration to a whole new level, allowing users to easily capture every interaction. Each and every call, lead and opportunity is automatically updated with the full call record, recording and outcome, directly into your CRM system. Also, includes Call Recording for every user who takes CRM+

CloudCall365 Salesforce

CloudCall365 CRM+ features

The CloudCall365 popup obtains contact information from your CRM and provides it conveniently before answering the phone. A click on their name brings up your full CRM record.

If a contact isn’t already stored in your CRM, simply type it in the popup and start taking notes. All the information will be synced with your CRM.

Call notes are easy and powerful in CloudCall365. No need to fumble through tabs and fields in your CRM. Just start typing. You can also schedule follow up tasks using natural language. E.g. Follow up next week will set up a CRM task for next week.

All calls, emails, notes and tasks associated to the person you‘re calling at your fingertips in a convenient slider.

Set the outcome of each call with a convenient drop-down menu right in the CloudCall365 popup.

Smart CRM

Speak to CloudCall365 on 0330 118 0365

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