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How to connect Binotel to your CRM system [Video]

Categories
Customer Relationship Management (CRM)

Available with the Lite plan and above, as well as during the 7-day free trial

A CRM integration with Binotel allows you to receive and make calls, assign managers, and save and play back the recordings of your phone calls. All this will help you improve customer service and increase business efficiency.

We will talk about how to connect Binotel to your CRM system, make calls, and view your call details.

Go to CRM > Integrations tab, and select Binotel Telephony.

You will see a dialog box where you need to fill in the following:

You will need to contact your Binotel manager to obtain this information.

Choose your assignee manager for unknown contacts (those who are not registered in CRM).

To call your customers, you also need to connect a SIP telephony system. To do this, download and set up a program for Internet calls, such as Zoiper, MicroSIP, or Mumble,and contact your Binotel …

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