RT Telephony Walkthrough
By offering a seamless integration between your Twilio and SugarCRM, RT Telephony makes it easy to establish a secure connection with the customers. This plugin enables CRM users to avail inbound and outbound Calls & SMS service right from their SugarCRM with a single click.
The Twilio integration with the CRM system allows users to easily make calls and send SMS messages. By selecting a contact from the list, users can access the SMS and phone icons next to their phone numbers. Clicking on the Call icon provides two options for making a call: either through the Twilio number or the user's personal mobile number. During the call, users can take notes and save them against the call, as well as record and archive the conversation. The Twilio CRM integration also allows users to send and receive SMS messages directly from the Sugar system. All calls and SMS messages received on the Twilio number are also archived within the CRM, making it easy to keep track of all communications. This computer telephony integration streamlines communication and enhances productivity for users.
Apart from this basic call and SMS functionality, RT Telephony comes with some amazing features. To start with, it has a built-in IVR system. So if you are a team that receives a lot of calls, this feature will make your life much easier. All inbound calls will be automatically received and the caller can directly connect with the desired person using the extensions. Not just this, you will also get advanced features like call forwarding, call waiting, phone directory and simultaneous calling. And all the calls that are received within Sugar will be automatically recorded and saved in Sugar. And you don’t need any hardware to avail any of these features! With a single installation of the RT telephony plug-in, you can enjoy all the features that any expensive hardware can provide you.
RT Telephony is an incredible integration which provides you with the tools you need to effectively communicate with your customers. It is simple to use and very effective. And it comes with all the advanced features that an expensive and complex hardware will provide you.