You have enough to worry about running your business that you're spending even more time and resources switching between different systems. IPTel CRM with built-in IP telephony allows you to communicate with your clients directly from the web interface, improving your productivity and customer satisfaction. Connect telephony and CRM for the price of one product.
Increase Productivity
There is no longer any need to switch between systems or manually enter call details. All your communications are automatically saved and organized in your CRM, allowing your team to focus on what really matters - customer satisfaction.
Increase Customer Satisfaction
With our system, your team will always be aware of all interactions with clients. Call history, call recordings, notes - all in a couple of clicks. This means every call can be personalized and targeted, improving customer relationships.
Optimize Your Business
Built-in telephony allows you to track call metrics such as call duration, response time, and more. This data can be used to optimize workflows and improve the efficiency of your business.
Don't miss the opportunity to transform your business with our integrated CRM and built-in telephony
Join us today and see the difference!
Visual funnels
Imagine a tool that not only visualizes each stage of your sales, but also allows you to individually customize each phase of the funnel, corresponding to the characteristics of your business.
This is not science fiction, these are sales funnels in our CRM !
At the same time, you can create several funnels for transaction leads or repeat touches, which will allow you to increase profits and improve relationships with customers. Each of the funnels can be linked to a number, email or external form on the website.
History of interaction
You will no longer have to look for lost records, email messages, transactions, documents, or try to remember the content of your last conversation with a client.
With our interaction history functionality, you will always be aware of all the details of your communication with clients!
Reports and Dashboards
- Receive detailed reports on sales and key tasks.
- Track progress towards goals on your dashboard.
- Monitor the status of employee phones and communication channels to make operational management decisions decisions.
Documents and Templates
- Automatically fill out documents with data from IPTel CRM.
- Send commercial proposals, invoices, acts and contracts faster, reducing the amount of manual copying of information and the number of errors.
- Create templates documents that will automatically extract products from your catalog or information from any field in IPTEL CRM.
Web forms
- Generate qualified leads for your sales funnel using fully customizable online forms hosted on your website.
All data filled out on the site will be automatically enter the lead fields, which saves managers time on manual processing of applications.
Customizing CRM for You: Custom Fields
Our CRM solutions go beyond standard features. We understand that every business is unique, and often standard data sets cannot meet all of a company's needs. That's why our CRM provides the ability to create custom fields for leads, contacts and companies!
Email builder
- Create letter templates with embedded document templates and the ability to insert fields from the card into the body of the letter or attached document.
This will save a lot of time on manual, template work on sending proposals, creating contracts, sending accounting documents.
Sales scripts
Forget about uncertainty and misconceptions when talking with a client. Our CRM not only stores all your contact data, but also provides the unique ability to add sales scripts directly into the system. This ensures that you always have the best communication practices at your fingertips!