Features for Zoho CRM
Give your team the tools they need to be more productive with Zoho CRM.
With a combined CRM and telephony system, instantly increase productivity with features such as click-to-call from Zoho CRM. Choose a service with a built-in dial pad that enables you to make calls and control them directly from the Zoho CRM interface.
Click to initiate calls from your Zoho CRM lead and contact records or related applications.
Upload a prepared contact list and boost call activities by automatically dialling through a prepared contact list.
Dynamically display a phone number that is ‘local’ to the area that you are calling to increase pick-up rates.
Leave a pre-recorded voicemail message with a click of a button. Record and store up to five voice messages.
Ensure that you are fully prepared for every call with inbound screen pops that open the caller’s Zoho CRM record.
Improve your caller’s experience with an automated IVR that collects information and routes the call to the appropriate team or individual.
Provide effective workforce management through an ACD that uses advanced analytics to route callers to the best available individual.
Finished with work or out of the office? With Call Forwarding, your calls can be directed to other groups, people, devices or even automated messages, which ensures that calls are never missed.
Built-in call controls to hold, mute, transfer, conference and pause the call recording – the dial pad enables you to streamline your calls directly in your CRM or business software.
Connect with up to 10 participants in a CloudCall Conference Room. These calls are recorded and stored in the CloudCall Portal so that you have a record of all of your important conversations.
Access real-time reports on all communications, helping you to monitor your team’s activities.
Build and create your own activity dashboards, providing advanced analytics in real-time.
With the Supervisor Panel, management teams can monitor and interact with live calls, which is ideal for training, monitoring and encouraging best practices.
Record, store and playback calls from your database. Call recordings can be paused while taking sensitive information, which can assist in managing compliance.
Capture all essential call information, including call categories, notes and recordings, providing you with an enhanced view of all activities.
Have full control of your team’s settings from the CloudCall Portal. You’ll be able to manage your organization’s call profiles, configure all of your settings, manage user and service accounts and access real-time activity reports and call recordings.
Send and receive one-to-one text messages directly from within CRM contact records.
Boost response rates with Broadcast messaging, which provides a cost-effective way of sending bulk text messages to multiple CRM records.
Full, searchable conversations are logged and recorded against the relevant contact records within your CRM.
Send direct instant messages internally, one-to-one or to groups.
Increase collaboration with teammates and colleagues with public conversation Spaces, providing an area for users who communicate regularly about specific topics or subjects.
Use Clips to extract relevant parts of all instant messages conversations and sync these interactions against the contact’s CRM record.
Work anywhere with CloudCall’s dynamic system and be able to use any device to make and receive calls. We make it simple for people and teams to work flexibly and productively, as there are no limits to their calling activities.
Extend CloudCall’s functionality to your mobile, with the CloudCall Go! mobile app. Calls from your mobile devices and cell phones are logged, recorded and synced directly to your database, so even when you’re on the move, you’ll be sure that your conversations are still accessible.
See the Features in Action