SoftTrain Cloud CRM Controller V2

Extension allowing advanced CRM features

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. - 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 V2.0.19 - Additional Click-to-Call identification fields V2.0.18 - Support for 'contact' as then entity for AI call summary/transcript V2.0.17 - Added support for call log only (excluding AI) V2.0.16 - Added hang-up cause; AI call transcript-support V2.0.15 - Extended call matching logic for call summaries and transcription V2.0.14 - Altered call matching logic for call summaries and transcription V2.0.13 - Support for selecting preferred device V2.0.11 - Support for Street.co.uk; Call summary AI; MS Dynamics local server V2.0.10 - Moved [Create call] button to icon V2.0.9 - Fix for free-text phone number identification V2.0.8 - Support for creating calls with Beacon CRM V2.0.7 - Added [Create new call] feature V2.0.6 - Added Monday.com V2.0.5 - Increased options for linking to tickets V2.0.4 - Added support for Beacon CRM V2.0.3 - Create Order flows V2.0.2 - Improved error handling V2.0.1 - Launch release