Exotel Zoho CRM Integration
Increase sales productivity by managing calls inside the Zoho CRM dashboard without switching platforms
Enable click to call for each agent by mapping Exophones (caller id) to the agent’s mobile number. This allows them to trigger calls right from the CRM with a single click.
Missed alerts are directly pushed as an activity under calls. Agents can directly save them as a new task or as a call reminder.
For incoming and outgoing calls, a call popup with the customer name (in case the number is mapped to the lead) shows up on the dashboard. This helps the agent to personalise their communication.
All communication activity with call recordings is auto-populated under the leads.
Exotel's API documentation and implementation process is extremely simple and easy to follow. There were no hassles in setting it up. We use other cloud telephony platforms as well but Exotel gets a big thumbs-up from us for their ease of use.
What impressed me the most about the Exotel team was their proactive approach to addressing potential issues before they even arise. Rather than simply reacting to problems, they make a genuine effort to understand their client's specific requirements and develop solutions to meet those needs without prompting. Their ability to anticipate customer needs is truly exceptional.
We have worked across cloud telephony players and with other vendors, but the fact is Exotel is dependable.
The number masking feature has been a very worthy addition to making our customer experience even better.
We used to use a traditional PBX system before. But that doesn’t have the capabilities of Exotel’s IVR system. So, we decided to use Exotel for our IVR cancellation system.
Exotel's automated calls have helped in increasing our service levels and reducing our costs since there is no need for any manual intervention.
Exotel's APIs are very clearly defined. Our tech team could integrate them in no time. It’s easy to incorporate into any product.
An excellent, user friendly and cost effective platform. Automations make it very easy for the caller and receiver to interact efficiently. We are truly glad to have moved to Exotel.
Very supportive and understanding staff who have lived up to every expectation, and at times exceeded them too.
Best success rates, voice quality and reduced latency
Grow at will, expand without worrying about infrastructure
Best in class uptimes of 99.94% including operator uptimes
24×7 customer support via phone, email and Twitter
Sign up and get started in less than 30 minutes, integrate easily using our REST APIs
Easy to understand, detailed reports sent every day