Exotel Zoho CRM Integration

Integration

Exotel Zoho CRM Integration

Increase sales productivity by managing calls inside the Zoho CRM dashboard without switching platforms

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.

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