

The implementation enabled the client’s representatives to receive the incoming calls with demographic details of the existing contacts/ customers with a single click option to view all previous collaboration details directly in the SuiteCRM. Call Association with Leads, Account and Contacts.Automatic Lead Creation into the SuiteCRM.

#ZOIPER CLICK TO DIAL FREE#
Solution:Īs the most cost-effective and integrated solution landscape for the above-mentioned requirements, we proposed to leverage the open source tools like Asterisk (an open source telephony switching and Private Branch Exchange service for Linux) and Zoiper (a free softphone to make VoIP calls through a PBX) integrated with the existing SuiteCRM instance. They wanted to achieve a seamless automated for inbound and outbound calls along with a provision of capturing call notes, call to lead creation in CRM, Call transfer and Call recording functionality either to monitor the performance of their agents or for regulatory compliance. The client wanted Call Center Automation to manage their telephonic conversations with the leads and customers effectively having a tightly integrated platform of Telephone and the backend SuiteCRM system. A Leading US based Financial Institution that deals in the lending business with more than 1000 offices across the US.
