CRM Integration

SoftTrain Cloud – Wildix Telephone System Integration

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
	Act! Premium Cloud						Play Video
	Clinic Office						Play Video
	Clio						Play Video
	Connectwise						Play Video
	Dentally						Play Video
	HaloPSA						Play Video
	Hubspot						Play Video
	Microsoft Dynamics						Play Video
	Monday.com						Play Video
	Pipedrive						Play Video
	Salesforce						Play Video
	Sellsy						Play Video
	Simpro						Play Video
	SugarCRM						Play Video
	Zendesk						Play Video
	Zoho						Play Video