Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
For the comprehensive list of all CRM Integrations supported follow the link below.
Go Integrator Cara supports an extensive range of CRM Integrations providing a range of integration features from those described below. Up to four CRM integrations can be concurrently configured.
From out of web browsers, integrated applications, and other helpful dialing options
Search the integrated CRM for callers info when you make or receive a call, and “preview” the details in a “toast” pop up
Allow users to “pop” caller’s records within the integrated CRM from a live call or directory
Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results
Add new contacts to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up
Manually or automatically log a record of a call against a caller’s contact record, also called Call Tracking
Add an existing contact’s details from one integrated CRM to another
Add Contact New Feature
With the new Add Contact feature, Cara users can publish customer contact information quickly and easily into any integrated address books, or copy from one address book to another
Users can select which connected device they would like to use to make or receive calls
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