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.

Clicking on contacts and selecting one from the list will display the SMS and phone icon in front of their phone numbers. To make a call, simply click on the Call icon. Here you will have two options: either to call from the browser which is basically through your Twilio number or through your personal mobile number. You can make notes during the call and save them against the call. You also have the option to record your call and archive it. Similarly, you can also send and receive SMS from Sugar. In the same way, Calls & SMS will be received and archived when someone contacts you on your Twilio number.

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.

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