sugar crm asterisk integration by enjay
TRANSCRIPT
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Asterisk Integration for Sugar CRM
Click to call, call popup, call logs - everything in place
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Comes from Enjay IT Solutions Ltd.Implementing Sugar CRM since 2008
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Integrates with Asterisk, Elastix, FreePBX and Enjay Synapse
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Works with Sugar CRM, Suite CRM
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Click to Call from Anywhere, Repeat Anywhere.
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Call popup in the active CRM Window.
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Access Call Recording file from inside CRM directly
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All Call Logs & Details in native CRM “Calls Module”
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Call Transfer from Inside CRM Popup.
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Click to Call from Anywhere, Repeat Anywhere.
Call popup in the active CRM Window.
Access Call Recording file from inside CRM directly
All Call Logs & Details in native CRM “Calls Module”
Call Transfer from Inside CRM Popup.
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We can also Customise this add-on as per your
requirement.
(Already done for so many clients)
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BTW, we also provide Sugar CRM and SuiteCRM
customisation services.
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We also have Customised Telephony Product (based on Asterisk)
Enjay Synapse,
which has been deployed at more than 350 locations (as
on May, 2016)
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A Walk-through
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Incoming Call Popup from an unknown Number ?
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Create Contact, Account, Lead or Support case from incoming call popup directly
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Populate details about the Lead.
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Click any Number from Detail View.
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an Outgoing Call is placed (with popup)
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Click on Name (or account), in the popup.
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That particular record will open
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For known callers, Note the change in Options Menu.
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Schedule a Call Back from inside the Popup.
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Edit and complete details for call back
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Call back entry as shown in Activities as “Planned” Call
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Click on Transfer Button, to transfer to any extension on Asterisk.
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or Any External Number
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Write Comments in any incoming or outgoing call.
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Comment is saved as Subject of that call.
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notice the call recording directly into Call Details (requires another product from Enjay)
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Click to call from List view (any telephone number field
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Click to call from Sub-Panel View
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Click to call from DashBoard
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In short, Click to call is available from anywhere.
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Asterisk Integration for Sugar CRM
Click to call, call popup, call logs - everything in place
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We can also customise this Add-on for You,
on a chargeable basis
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Other Sugar CRM Integrations /
Add-ons / Plugins available from
Enjay IT Solutions Ltd.
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Tally Sugar CRM Integration
Tally ERP 9.0 Get Accounting reports from Sugar CRM
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SMS pro add-on for Sugar CRM
Most advanced SMS integration for most advanced CRM
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Sugar CRM User-Activity add-on
Get reports of all activities in Sugar CRM modules of all users.
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SugarCRM De-duplication Analytics
Cleaner Data = Better CRMComplete analysis of duplicate data
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SugarCRM De-duplication preventive
Prevent duplicate data entry @ the source itself.
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Sugar Freshdesk Integration
Best Customer Portal Service meets best CRM
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Asterisk Integration for Sugar CRM
Click to call, call popup, call logs - everything in place