Simplii Dialer, SMS/MMS automation for Zoho CRM

Integrate your CRM and phone system to make calling more efficient.

Built for: CRM Developed by: Simplii

Increase productivity and save time by using a single interface that includes a power dialer, SMS/MMS messaging system, scheduler, and activity logging andseamlessly integrates with Zoho CRM.

Key Features:

  • SMS Campaigns
    Send mass texts to imported contact lists directly. Create a text campaign directly through Fusion, or create webhooks to use in HTTP posts for your campaigns in Zoho CRM.
  • Trigger Automation (call purpose and disposition automation)
    Set up dispositions with triggers that can apply a Call Purpose or change Lead Status in Zoho CRM. Each time a phone call is placed, you can select a disposition from the call pop-up to apply a Call Purpose. The system then logs that phone call and disposition in Zoho CRM and applies the purpose. These trigger automations can be used to enroll leads or contacts into your existing campaigns.
  • Screen Pop-ups
    Receive a pop-up notification for incoming calls in your Chrome browser. Screen pop-ups have options for you to answer or reject calls, respond with text messages, and ransfer or place calls on hold right from your screen. You can also type notes, which will be logged with your call to the contact in CRM.
  • Power Dialer
    Import CSV calling lists so you can automatically call your leads for the day. Set notes and dispositions after each call before moving on to the next, and pause the dialer at any time.

Tags

Deployment type Zoho platform
Published date Nov 18, 2020
Version 3.0
Category Telephony
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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