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