Exotel Freshsales Integration

Integration

Improve sales outcomes with the Exotel <> Freshsales Integration

When your agents switch between Exotel and Freshsales, they can lose customer context in the process. Now with this integration, get all the calling power of Exotel, right inside Freshsales. That means productive agents and personalised CX.



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Exotel Freshsales Integration

Get the most out of this integration

improve agent productivity with exotel freshsales integration

Improve Agent Productivity

Your agents can now skip switching between telephony and CRM apps – they can engage with calls right from the Freshsales dashboard. Plus, skip manual number dialling with one-tap call functionality.

Personalise with Exotel Freshsales integration

Personalise Customer Engagement

Access 360-degree customer data in one place by syncing Exotel’s call data with Freshsales. Offer contextual customer insights with Freshsales central customer database.

Boost agent outcomes with Exotel Freshsales integration

Boost Agent Outcomes

Easily access call recordings and related call data to help agents personalise their next call with customers. Automatically map Exotel agents contacting Freshales users for improved performance tracking.

Auto update call logs with Exotel Freshsales integration

Better Lead Context

Manage call logs auto-added to customer profiles for future agent reference. Agents can add quick notes to sync with Freshsales customer profiles for better 1-1 conversations.

Here’s how it looks!

Exotel Freshsales Dashboard
Exotel Freshsales Dashboard

Capabilities

Real time notifications with Exotel Freshsales integration

Incoming Call Notifications

Get pop-up alerts for all incoming and missed calls with relevant customer details to improve engagement and take notes during calls.

Click to call - Exotel Freshsales integration

Click to Call Customers

One-click calls from customer cards in the Freshsales dashboard. Eliminate any need for manual number dialing.

Automatic call recording - Exotel Freshsales integration

Automatic Call Recordings

Recorded calls and related call data can now be conveniently accessed from Freshsales to review and boost engagement practices.

User customer mapping - Exotel Freshsales integration

Easy User-Customer Mapping

Map Exotel to Freshsales users with Bulk User Mapping. Search for users with contact numbers or Freshsales’ usernames right within the dashboard.

Call log management - Exotel Freshsales integration

Call Log Management

Create and update call logs for missed calls to plan or schedule callbacks.

What our customers have to say

Chirag Patel


Exotel's API documentation and implementation process is extremely simple and easy to follow. There were no hassles in setting it up. We use other cloud telephony platforms as well but Exotel gets a big thumbs-up from us for their ease of use.


Engineering Manager, 1mg

Shashank ND


We have worked across cloud telephony players and with other vendors, but the fact is Exotel is dependable.


Co-Founder & CEO, Practo

Exotel made agent performance monitoring and reporting seamless


The best things about Exotel are – Click to Call for KYC, IVR campaign, App Bazaar, Lite dashboard, which specifically showcases call flow monitoring, agent performance monitoring, reporting, easy to set up, and to top it, the support from the account manager.


Manan Manocha, Head of Customer Service, Slice

Prateek Jain


The number masking feature has been a very worthy addition to making our customer experience even better.


Former Associate Director - Driver Experience, Olacabs

Exotel anticipates customer needs and delivers exceptional service

An excellent, user friendly and cost effective platform. Automations make it very easy for the caller and receiver to interact efficiently. We are truly glad to have moved to Exotel.


Ankur Aggarwal, Co-founder, Dunzo

Satish Chugh


Very supportive and understanding staff who have lived up to every expectation, and at times exceeded them too.


Senior Manager- Last Mile Design

IXIGO - Exotel's Business Partner
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Integrating Freshsales with exotel is easy, and can be done in less than 15 minutes.

The Exotel Advantage

Superior Quality

Best success rates, voice quality and reduced latency

Scale at Ease

Grow at will, expand without worrying about infrastructure

Superior Reliability

Best in class uptimes of 99.94% including operator uptimes

Best Support

24×7 customer support via phone, email and Twitter

Simple to implement

Sign up and get started in less than 30 minutes, integrate easily using our REST APIs

Extensive Reporting

Easy to understand, detailed reports sent every day

E-book: Cloud telephony in a nutshell

If you’re unclear about how cloud telephony can help your business, start here. In this ebook, we talk in detail about the various options businesses are faced when they consider using cloud telephony for their business. And we decode each one of those and help you make a decision that is right for your business.



Find out how Exotel can work for you. Set up a call.

We take away some of the biggest pain points of traditional systems like EPABX.

 

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