Softtrain Cloud Crm Contr

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.

- 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
V2.0.11 - Support for Street.co.uk; Call summary AI; MS Dynamics local server
V2.0.10 - Moved [Create call] button to icon
V2.0.9 - Fix for free-text phone number identification
V2.0.8 - Support for creating calls with Beacon CRM
V2.0.7 - Added [Create new call] feature
V2.0.6 - Added Monday.com
V2.0.5 - Increased options for linking to tickets
V2.0.4 - Added support for Beacon CRM
V2.0.3 - Create Order flows
V2.0.2 - Improved error handling
V2.0.1 - Launch release