CRM

CRM Built into
Your Contact Center!

Customer cards, opportunity management and interaction history live inside your contact center, on the same screen. Take customer relationships to the top without a separate CRM product or an integration project.

  • One Platform with Your Contact Center, No Extra Software

  • Customer Data and Call History on the Same Screen

  • One Roof for B2B, B2C and Collections Teams

Know Your Customer in 360°

Customer cards, conversation history, open opportunities and leads live inside your contact center, on a single platform. Every interaction your customer makes over phone, email, chat or WhatsApp is united under the same record, giving you a 360° customer view.

Serve customers consistently as they move between contact center, sales and customer service teams: view past interactions instantly and communicate accurately at every touchpoint.

By unifying your customer relationship processes, evaluate sales opportunities faster, increase customer satisfaction and build long-term loyalty.

A CRM That Works on the Same Screen as Your Call Flow

The customer card, conversation history and notes sit right next to the agent’s call screen, in the same interface. There is no need to switch to another program to reach customer information during a call.
Notes, tags and status updates taken at the end of a conversation are written directly to the customer card. The whole operation flows on one screen.

See Call and Customer Data in the Same Report

“Because contact center operations and CRM data live in the same system, your reports show both together. Track how many customers each agent handled, how long conversations took and how customer records were updated — all on one screen.
No more matching separate CRM and contact center reports or merging data in spreadsheets: evaluate your team’s daily performance and the state of your customer portfolio in one integrated view.”

Customer Card

Collect your customers’ contact details, past conversations and notes under a single record. When a call arrives, the customer card opens automatically on the agent’s screen: previous conversations, notes and tags at a glance. With customer data and call operations in the same interface, your team never wastes time hunting for information.

Sales & Opportunity Tracking

Manage customers in your sales process, open opportunities and stage information in a single list. See which customer is at which stage, when they were last called and what the next step is — all on one screen. Post-call notes are written directly to the opportunity record, keeping your sales flow uninterrupted.

Segmentation & Campaigns

Group your customers by the criteria you define and plan outbound campaigns around those segments. Lists you create in the CRM drop straight into the contact center’s dialing list — no separate data transfer or file preparation needed.

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