Get All the Following Pushed into Your CRM Call History Send all Call History from the PBX to the CRM. As each call is ended on the PBX and the CDR entries are written a copy of the call history will be sent to the CRM and viewable under the Call History module. If a call matches the phone number of a Contact, Lead or Account the call history will be shown in those records. Call Recording If a call is recorded on the PBX a link to listen to the Call Recording will also be displayed in the Call History. Optionally have all Call Recordings sent to the CRM for storage and ability to play the Call Recording from the CRM even after the Call Recording has been deleted from the PBX. Voicemail Option to enable having voicemails sent to the CRM for storage and linked to Call History with ability to listen to the voicemail in the call history. Combine CRM Link Module with Zulu UC Click-to-call & Call Popup on Inbound Calls With the purchase of the Zulu UC plugin you can click to call any phone number from within your CRM and have inbound calls do a URL lookup in the CRM to any phone number. CRM LINK MODULE Supported CRMs The CRM Link Module has a built-in API which allows other CRM applications integrate with the module. This allows you to push call history and caller information to your CRM, and when combined with Zulu UC Desktop Integration you can beneﬁt from Click-to-Call from your CRM and Call-Popups into your CRM on inbound call. The Customer Relationship Management (CRM) Link Module for Pulsar360, Inc. and PBXact integrates your phone system with your CRM software. “The CRM Link Module comes included with Pulsar360, Inc. P360 Appliances.” The Only Certified Customer Relationship Management Solution for Pulsar360, Inc. & P360 Supported CRMs Include: SugarCRM & SuiteCRM Offers Call History, Call Recording & Voicemail Combines with Zulu UC Desktop Integration to Provide Click-to-call & Call Popup on Inbound Calls Seamlessly Integrate Your CRM with Pulsar360, Inc. & P360 For more information on the CRM Link Module, visit: pulsar360.com/crm Pulsar360.com © 2018 Pulsar360, Inc. Proprietary - Every effort has been made to ensure accuracy of this document. Due to ongoing improvements and revisions, Pulsar360, Inc. reserves the right to make changes without notice. Littleton, Colorado, 80160, United States +1 855 578 5727 (toll free in N. America) or +1 480 800 4765 sales@pulsar360.com

CRM - pulsar360.com · The Customer Relationship Management (CRM) Link Module for Pulsar360, Inc. and PBXact integrates your phone system with your CRM software. “The CRM Link Module

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Page 1: CRM - pulsar360.com · The Customer Relationship Management (CRM) Link Module for Pulsar360, Inc. and PBXact integrates your phone system with your CRM software. “The CRM Link Module

Get All the Following Pushed into Your CRMCall History

Send all Call History from the PBX to the CRM. As each call is ended on the PBX and the CDR entries are written a copy of the call history will be sent to the CRM and viewable under the Call History module.

If a call matches the phone number of a Contact, Lead or Account the call history will be shown in those records.

Call Recording

If a call is recorded on the PBX a link to listen to the Call Recording will also be displayed in the Call History.

Optionally have all Call Recordings sent to the CRM for storage and ability to play the Call Recording from the CRM even after the Call Recording has been deleted from the PBX.

Voicemail

Option to enable having voicemails sent to the CRM for storage and linked to Call History with ability to listen to the voicemail in the call history.

Combine CRM Link Module with Zulu UCClick-to-call & Call Popup on Inbound Calls

With the purchase of the Zulu UC plugin you can click to call any phone number from within your CRM and have inbound calls do a URL lookup in the CRM to any phone number.

CRML I N K M O D U L E

Supported CRMs

The CRM Link Module has a built-in API which allows other CRM applications integrate with the module.

This allows you to push call history and caller information to your CRM, and when combined with Zulu UC Desktop Integration you can bene�t from Click-to-Call from your CRM and Call-Popups into your CRM on inbound call.

The Customer Relationship Management (CRM) Link Module for Pulsar360, Inc. and PBXact integrates your phone system with your CRM software.

“The CRM Link Module comes included with Pulsar360, Inc. P360 Appliances.”

� The Only Certified Customer Relationship Management Solution for Pulsar360, Inc. & P360 � Supported CRMs Include: SugarCRM & SuiteCRM� Offers Call History, Call Recording & Voicemail� Combines with Zulu UC Desktop Integration to Provide Click-to-call & Call Popup on Inbound Calls

Seamlessly Integrate Your CRM with Pulsar360, Inc. & P360

For more information on theCRM Link Module, visit:pulsar360.com/crm

Pulsar360.com © 2018 Pulsar360, Inc. Proprietary - Every effort has been made to ensure accuracy of this document.Due to ongoing improvements and revisions, Pulsar360, Inc. reserves the right to make changes without notice.

Littleton, Colorado, 80160, United States +1 855 578 5727 (toll free in N. America) or +1 480 800 4765 [email protected]