
Enhance customer interactions with the SoftTrain Cloud CRM integration, which offers features like screen-pop notifications and click-to-call functionality.
When a call comes in, users will see a Windows notification displaying the caller’s details, allowing them to open the customer’s record in their CRM tool.
The CRM solution is compatible with both cloud-based and locally installed systems, seamlessly integrating with your desktop setup. The cloud-based CRMs may also allow you to utilise features like click-to-call, enabling end-users to initiate calls directly to customer contacts through the phone system.
Chrome Extension
The SoftTrain Cloud Chrome extension seamlessly integrates with cloud-based CRM tools, offering support for both screen-pop notifications and click-to-call where the CRM allows. Integration may require backend API support, which SoftTrain Cloud can implement to ensure a smooth experience.
Desktop
When the CRM tool operates locally on a PC, the desktop setup enables screen-pop notifications via Windows. Initially integrated with SystmOne for doctor’s surgeries, this implementation is designed to be system-agnostic.
Key Features…
Screen- pop
Get incoming call notifications in Pipedrive to easily answer, hold, transfer, or end calls. Automatically identify callers and access their contact details with a one-click link.
Click-to-Call
Easily initiate calls by hovering over a telephone number that you want to dial, and simply click. Additionally, you can enable an optional feature to create a call record in Pipedrive as soon as the outgoing call starts.
Transfer and Forward
Easily transfer or forward calls to colleagues, with default visibility of same-department members and an option to select other extensions. Real-time status icons ensure calls go to available colleagues.
Dialpad
Manually enter and dial phone numbers using an intuitive dialpad. Perfect for touchscreens, it also supports typing numbers directly from a keyboard for added convenience.
Call Log
Keep track of your calls with an optional logging feature. Link calls to contact records in Pipedrive either when the call begins or after it ends, ensuring a complete record of your interactions.
Explore the table below to see which features are supported for each CRM tool, complete with integration demo videos where available.
Support Matrix
Logo | CRM Tool | Screen-Pop | Click-to-Call | Call Transfer | Dialpad | Call Logging | Video |
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Act! Premium Cloud |
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| Play Video |
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Clinic Office |
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| Play Video |
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Clio |
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| Play Video |
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Connectwise |
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| Play Video |
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Dentally |
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| Play Video |
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HaloPSA |
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| Play Video |
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Hubspot |
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| Play Video |
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Microsoft Dynamics |
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| Play Video |
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Monday.com |
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| Play Video |
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Pipedrive |
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| Play Video |
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Salesforce |
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| Play Video |
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Sellsy |
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| Play Video |
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Simpro |
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| Play Video |
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SugarCRM |
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| Play Video |
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Zendesk |
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| Play Video |
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Zoho |
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| Play Video |
Get Started with SoftTrain Cloud today to make the most of your Wildix Cloud solution.
