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Connectwise Phone Integration

Enhance your company's productivity through simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and analytics.

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Connectwise Phone Integration

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  1. × Schedule a FREE LIVE Demo Today! SCHEDULE NOW (866) 330-4678 Login Connectwise and ActiveCRM integration with ActivePBX VoIP HOME » ACTIVECRM » CONNECTWISE AND ACTIVECRM INTEGRATION WITH ACTIVEPBX VOIP  Convert webpages to pdf online with PDFmyURL

  2. Enhance your company's productivity through simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and analytics. Call Popups Real-time Analytics Click to Dial CRM Task Creation Automatic Call Logging CRM Records Creation Convert webpages to pdf online with PDFmyURL

  3. Request a Quote Calls We sync your entire list of inbound and outbound phone calls. ActiveCRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about about. Emails We will sync your last customer emails from Connectwise. You’ll never have to guess what that last conversation was with the customer. Start where you left off and gain more efficiency. Notes Take notes and they will be displayed in the activities slider. Quickly check your latest notes. Have the necessary intelligence to close those deals and help customers all from one place. @mentions It’s easy to share you call notes with team members; just type @ and the username (e.g. @john). Your call notes and record will get emailed directly to that user. This assures that important information is not only Convert webpages to pdf online with PDFmyURL

  4. entered into Connectwise but also emailed to your teammate. Task Follow-up Natural language processing lets you type familiar phrases like “Follow- up next tomorrow” and ActiveCRM will create a task in Connectwise to remind you to follow up with your caller on a specific date! Indicators ActiveCRM will show a green indicator on the right corner for both @mentions and task follow-ups so that you know what activities will be processed after the call is completed. Features your users will love, ActiveCRM is not your traditional CTI / TAPI connector. Previous calls and notes are pulled in real time directly from Connectwise and displayed in the popup. All calls are automatically logged. You don’t even need your Connectwise open or your computer on for ActiveCRM to work. The ActiveCRM popup shows entered call notes on all browser tabs. You’ll never need to remember what tab you were using in order to log your calls. Turn on Gamification and encourage engagement with your team. Full call history both through ActiveDial and through our Call Center control panel reporting suite. Click-to-Dial lets your users click any phone number on any website. Connectwise reports, online inboxes and spreadsheets, Linkedin, etc. Easily share notes using the @mention syntax. No training needed. Easy to use interface. Handle multiple calls (Call Waiting) all from the popup, never lose a call note. Need to make lots of calls quickly? Forget those other power dialers, auto-dialers, progressive and predictive dialers, get our ActiveDialer! Automatically relate calls to Opportunities and Cases if dialed from Connectwise. Call center agents take advantage of call popups on every browser tab. Agents can ad notes and log calls from any website even if they are not logged into Connectwise. Multiple contacts from one number are easy to match right from the Convert webpages to pdf online with PDFmyURL

  5. popup. Quickly open lead / contact names and account information directly in Connectwise by clicking a link in the pop up. Gamification makes sales fun again by rewarding active users. Popups can hide in an unobtrusive way on the side of your browser. Easy to understand call metrics. Everything your business needs, and then some… OUR COMPANY RECENT BLOG POSTS CONTACT INFO How to be Recognized as a Managed Services Provider Leader December 15, 2016 ActivePBX® ActivePBX® is a cloud-based business phone system that saves you money while increasing productivity and mobility. The system works with your existing broadband Internet connection, which eliminates the need for costly telecom hardware and traditional phone services. 1444 Biscayne Blvd., Suite 313 Miami, FL 33132 EXPLORE OUR FEATURES 1-866-330-4678 Mobility 786-718-1821 VoIP Softphone – The Perfect Business Communication Tool December 12, 2016 Intelligence http://activepbx.com Unification Phone Systems Evolved ™ Continuity Expertise SugarCRM & Salesforce CRM Customization – What You Need and Why You Need It December 5, 2016 Global Reach Convert webpages to pdf online with PDFmyURL

  6. Convert webpages to pdf online with PDFmyURL

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