Create new contacts and update existing contact records
When you receive a call to one of your numbers, we’ll do a real-time lookup in your Zoho CRM database and: - If we find a contact that matches the caller’s number, we’ll add a call note to that contact record and provide a link to the call recording in the Invoco portal - If we don’t find a contact that matches the caller’s number, we’ll create a new contact in Zoho CRM for you automatically and provide a link to the call recording in the Invoco portal.
You can choose to have new leads created instead of contacts for new incoming callers.
So now, as well as all of the online and email tracking that Zoho does so well, you can also have a comprehensive call history for each contact.
Desktop call notifications with real-time lookups into your Zoho system
See who’s calling you in real time with desktop notifications linked to your Zoho system. Clicking on the notification will take you straight into the contact record.
Key Features:
All calls made or received via Invoco are automatically logged in Zoho CRM and you can view the call logs and link to the call recordings in the Invoco Portal.
Automatically create new Zoho CRM contacts or leads for incoming calls from unknown callers.
Always know who's on the other end of the line: Receive onscreen pop-ups for incoming calls to see who is calling you. Click on the pop-up to go straight into the contact record.
Unit 6 Greenbox, Westonhall Road, Bromsgrove B60 4AL, United Kingdom
Leading UK provider of cutting edge Call Tracking, Hosted Telephony and phone automation systems. We provide contract free on-demand solutions for businesses of all sizes, helping them to supercharge their communications.
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Hello,
I would recommend you to try Invoco Telecom for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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