Customer Relationship Management Module

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Customer Relationship Management (CRM) Link Module

The Customer Relationship Management (CRM) Link module is designed to allow you to connect your PBX to your support CRM software to push call history and caller information to your CRM and in conjunction with Zulu allow Click to Call from your CRM and Call Popups into your CRM on inbound calls.


Supported CRMs

SugarCRM

SugarCRM is the world’s largest open source CRM software. More than half a million users rely on SugarCRM to execute marketing programs, grow sales, and create custom business applications.
http://www.sugarcrm.com/

SuiteCRM

SuiteCRM is a free and open source alternative application based on the last open-source SugarCRM release, and contains many additional enhancements and new modules.
https://www.suitecrm.com/

 

Features Supported in all CRMs Listed Above



Call History

Send all Call History from the PBX to the CRM. As each call is ended on the PBX and the CDR entries are written a copy of the call history will be sent to the CRM and viewable under the Call History module

If a call matches the phone number of a Contact, Lead or Account the call history will be shown in those records.


Call Recording

If a call is recorded on the PBX a link to listen to the Call Recording will also be displayed in the Call History.

Optionally have all Call Recordings sent to the CRM for storage and ability to play the Call Recording from the CRM even after the Call Recording has been deleted from the PBX.



Voicemail

Option to enable having voicemails sent to the CRM for storage and linked to Call History with ability to listen to the voicemail in the call history.


Click to Call

With the purchase of the Zulu UC plugin you can click to call any phone number from within your CRM



Call Popup On Inbound Calls

With the purchase of the Zulu UC plugin you can have inbound calls do a URL lookup in the CRM to any phone number.

If a match is found for Accounts, Contacts or Leads they will be shown.

Ability to create new Accounts, Contacts or Leads at anytime from the Call Popup results.


Need some help?

Visit our wiki and find detailed instructions on how to get started with your setup.