3ctel for vTiger CRM

Key features

• • Users can initiate calls directly from the CRM by clicking on a phone number. This can save time and improve productivity by eliminating the need to switch between different applications.
  • When a call comes in, Vtiger can display a pop-up window with information about the caller, such as their name, contact details, and previous interactions with the business. This can help users quickly identify the caller and personalize their response.
  • Vtiger can automatically log all calls made through 3CTEL, including the call duration, time and date, and any notes or comments made during the call.

• 3CTEL can record calls made through the system, and these recordings can be automatically linked to the corresponding Vtiger records.

•  3CTEL can route incoming calls to the appropriate Vtiger user or team based on predefined rules, such as the caller’s location or the time of day. This can help ensure that calls are handled efficiently and effectively.

Benefits

Automated call handling:

With call routing, businesses can automate call handling and ensure that calls are directed to the right person or team based on predefined rules. This can reduce wait times, improve call resolution times, and enhance the overall customer experience.

Real-time data:

With the integration of Vtiger and 3CTEL, businesses can access real-time data on call activities, such as call volume, call duration, and call outcomes. This can provide valuable insights into performance and help businesses identify areas for improvement.

Customizable reporting:

Vtiger and 3CTEL both offer customizable reporting tools that can help generate reports on call activities, customer interactions, and other important metrics. This can provide with the data to make informed decisions and improve operations.

Better collaboration:

With Vtiger and 3CTEL integrated, teams can work together more effectively to manage customer interactions. They can share information, collaborate on tasks, and work together to provide a seamless customer experience.

Requirements

• • The integration is supported in Vtiger version 7.1 and above.
  • Vtiger requires a web server to run, such as Apache or Nginx. The web server must be configured to run PHP and have the appropriate extensions installed.
  • A valid SSL certificate is required for secure communication between 3CTEL and Vtiger.
  • The firewall settings must be configured to allow communication between 3CTEL and Vtiger.
  • The API access must be enabled and configured.

• The integration requires administrator access to Vtiger to configure the settings and ensure smooth functioning.