The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Cloudya NFON integration does: not a list of numbers, but the customer record in front of you while you talk.
When the call comes in, the record recognised from the number appears, with the latest communications and the open jobs.
Incoming, outgoing and missed calls, with extension, outcome and duration, filed on the customer record.
The audio where the phone system provides it, plus a transcript with a summary, so you can find what was said without listening to twenty minutes again.
Missed calls nobody has returned stay in plain sight, with a counter in the bar: no request falls through the cracks.
Call lists assigned to staff, with the same row locked so nobody is called twice.
A video from the Coyote CRM demo series, recorded on real data.
Anyone who already has Cloudya NFON — or is considering it — and wants calls to leave a trace in the CRM rather than in the memory of whoever answered.
The native integration is with Cloudya NFON. Other systems are assessed case by case, depending on the interfaces available.
Recording depends on how the phone system is configured and on data-protection rules: the CRM shows and keeps whatever the phone system makes available, with a configurable retention period and the option to keep important recordings.
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Half an hour of demonstration, with your own company records and documents. No commitment.