SoftTrain Cloud CRM Controller

About

For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool.

The functionalities include the following:

- Screen-Pop
Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.

Auto-detection of incoming contact with link to contact record within the CRM tool

- Click-to-Call
Hovering over a telephone number allows the option to call that number with a simple click.  There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated

- Transfer and Forward
Option to transfer or forward the call to a colleague.  Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.

Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.

- Dialpad
The dialpad allows for telephone numbers to be manually entered and called.  Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.

- Call Log (optional)
Allow logging of the call against the contact's record.  Either when the call is initiated or once the call has ended.

- Version History
V1.3.6 - Added option to pre-populate phone numbers when creating contacts
V1.3.5 - Added option to create order/case/ticket when no contact found
V1.3.4 - Fix for International number normalisation
V1.3.3 - Added extended support for MS Dynamics; Better layout of multiple contacts
V1.3.2 - Added HaloPSA client and multi-contact layout for Orders/Cases/Tickets
V1.3.1 - Updated Monday.com integration to support new layers
V1.3.0 - Added list of orders for contact in Shopify
V1.2.9 - Added Shopify
V1.2.8 - Added HaloPSA; New Click-to-call location in Sugar CRM
V1.2.7 - Added Simpro Suite
V1.2.6 - Fix for Zendesk screen-pop location
V1.2.5 - Added bespoke integrations for Hubspot and Zendesk
V1.2.4 - Added 'Brochure Send' engagement (client-specific)
V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM
V1.2.2 - Normalised phone number fix for Transfer icon
V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab
V1.2.0 - Added support when for multiple contacts match phone number
V1.1.6 - Added fix for phone number normalisation
V1.1.4 - Added support for SugarCRM
V1.1.4 - Fix for contact load in Act! Premium Cloud
V1.1.3 - Added support for Act! Premium Cloud
V1.1.2 - Added support for Pipedrive