Integration
Exotel Zoho CRM Integration
Increase sales productivity by managing calls inside the Zoho CRM dashboard without switching platforms
Exotel Zoho CRM Integration
Control communication right inside Zoho CRM
For maximum sales productivity, agents should focus on lead engagement and sales closure. But oftentimes, they end up spending time on repetitive tasks like fetching customer details and managing sales communication. Our Zoho CRM plugin solves this by allowing agents to control and customise communication right from the dashboard.
Features
Click to call integration
Enable click to call for each agent by mapping Exophones (caller id) to the agent’s mobile number. This allows them to trigger calls right from the CRM with a single click.
Missed call alerts
Missed alerts are directly pushed as an activity under calls. Agents can directly save them as a new task or as a call reminder.
Pop-up on calls
For incoming and outgoing calls, a call popup with the customer name (in case the number is mapped to the lead) shows up on the dashboard. This helps the agent to personalise their communication.
Track calls
All communication activity with call recordings is auto-populated under the leads.
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.
Shashank ND
We have worked across cloud telephony players and with other vendors, but the fact is Exotel is dependable.
Prateek Jain
The number masking feature has been a very worthy addition to making our customer experience even better.
Rajkishan
Exotel's automated calls have helped in increasing our service levels and reducing our costs since there is no need for any manual intervention.
Praveen Kumar
Exotel's APIs are very clearly defined. Our tech team could integrate them in no time. It’s easy to incorporate into any product.
Satish Chugh
Very supportive and understanding staff who have lived up to every expectation, and at times exceeded them too.
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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