Softphone Pro for Zoho CRM

Softphone.Pro and Zoho CRM integration with screen popup

Built for: CRM Developed by: Softphone.Pro
  ( 1 )

Softphone.Pro is an SIP softphone for Windows. It's designed for call center agents and sales professionals. Softphone.Pro is compatible with most SIP providers, cloud and on-site IP PBXs. It works well with a wide range of hard and soft SIP PBXs such as Asterisk, FreePBX, Elastix, FreeSwitch, Yeastar, Grandstream, OpenVox, Xorcom, Sangoma, 3CX, Cisco CallManager, and others.
The Softphone.Pro integration for Zoho CRM increases productivity for call center agents and sales reps by displaying the Zoho CRM Lead, Contact, or Account details matching the caller phone number. You can see Zoho CRM Lead, Contact, or Account details on the Incoming Call pop-up, as well as the Active Calls and Call Log windows.

Key Features:

  • Softphone.Pro displays Zoho CRM customer information matching the caller phone number.
  • Customer information is available on Incoming Call pop-up, Active Calls and Call Log windows.
  • Softphone.Pro displays the Lead, Contact, or Account name depending on what has been found in Zoho CRM. If the Contact is associated with an Account, then you can see both the person's name and their company's in Softphone.Pro.
  • You can click customer name to open and view the Lead, Contact, or Account page on Zoho CRM. The Customer name is clickable on the Incoming Call pop-up and the Active Calls window.

Tags

Deployment type Zoho platform
Published date Dec 18, 2018
Version 2.0
Category Telephony
Pricing Free
Vendor Website

Compatible Editions

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

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