Call Center CRM Features

Call Center CRM: Website and CRM Customization

    Website Integration

  • Landing Page Tracking
  • Add Unlimited Landing Pages to Be Tracked
  • Track Website Forms
  • Automatically Capture Web Leads
  • Automatically Generate Javascript to Embed in Landing Page for Tracking
  • Automatically Assign Landing Page leads to Agents and Pipeline Stage
  • Web Forms

  • Unlimited Web Forms
  • Create Web Forms with Point and Click
  • Use Custom CRM Fields and Categories
  • Automatically Generate HTML Source of Web Forms
  • Connect Web Forms with CRM Fields
  • Forward Web Forms to Custom Web Page
  • Output style in Boostrap Format or Table Format
  • Preview Styles
  • Assign Web Leads to Agents and Pipeline Stage
  • Contact Record Customization

  • Up To 20 Custom CRM Fields with Varied Character Lengths
  • Create Custom CRM Fields with Pre-set Values
  • Edit CRM Field Names
  • Add Demographic Information for Contacts
  • CRM Screen Popup
  • Edit, Add, Delete Pipeline Stages
  • Set Different IVR Apps to Answer Calls Based on Customer Category
  • Create Custom Buttons for CRM Contact Page
  • Customize Field Visibilities in Display
  • Agent Management

  • Add, Edit, Delete Agents with Point and Click
  • Assign Agents Extensions and Caller ID
  • Assign Roles and Job Titles to Agents
  • Categorize Agents into Departments
  • Create Agent Log in Name and Password from Admin Account
  • Create Roles and Access Rules with Read/Write Permissions
  • Set Role-based Access for Agents
  • Create Custom Agent Categories
  • Add Demographic Information for Agents
  • Assign Agents to Managers for Voicent Call Center Manager Software
  • Custom Agent fields, names, display
  • Email Integration

  • Connect SMTP Accounts
  • Connect POP3 Accounts
  • Use SSL Option
  • Use Authentication Option
  • Set Email Signature for Email Accounts
  • Create Email Accounts with Point and Click Ease
  • Add Unlimited Email Accounts
  • Workflow

  • Define Custom Milestones
  • Define Progress Using Milestones
  • Use IVR Studio to Define and Deploy Advanced Workflow Processes
  • Easy to Use API
Call center CRM software
Call center CRM software