Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
By Use Case
Shift to a better way of interacting with your customers. Integrate your phone system and CRM in minutes for personalized and contextual conversations.
Your team’s productivity can take a hit when they are constantly switching tabs searching for contact information. With Freshcaller, your CRM data is automatically synced into your phone system and you have all the information before you pick up the phone.
Personalized conversations are the best way to truly delight your customers and show that you really care. In order to have personalized conversations, your team needs access to a caller’s complete conversation history.
With Freshcaller you can:
Listen to previous call recordings and configure call recording as per your compliance requirements.
Take detailed notes after each conversation. Notes are appended to the customer’s conversation history.
Utilize call disposition codes to tag calls and provide visibility to your entire team.
Along with your CRM, a powerful phone system is necessary to be able to engage customers effectively. Freshcaller operates on the cloud giving your teams great flexibility and access to powerful features.
Freshcaller offers an intuitive interface and a low learning curve. Bring your team and start calling in hours.
Provide flexibility to your teams to make and take calls on the go with the Freshcaller mobile app.
Powerful call routing engine that ensures you don’t miss any of your important calls.
Integrating Dynamics CRM with Freshcaller is quick and easy. It is required that you have an active Dynamics CRM account to be able to integrate it with Freshcaller. Once you sign up for Freshcaller you will have access to different applications listed on the marketplace. Under the ‘CRM, Sales and Marketing’ category select Dynamics CRM and click install. You would be asked to provide authorization credentials for your Dynamics CRM account. After successful authorization, you can customize the contact fields that you would like to be displayed within Freshcaller. You can visit our marketplace page for complete instructions on how to integrate Dynamics CRM with Freshcaller.
Mask your business number with your personal phone number to provide a personal touch while calling prospects.
Learn more about Call Masking
Automate the time-consuming activity of leaving voicemail messages.
Categorize and label the outcome of each call with call tags. Choose from a list of default tags or create your own custom tags.
Learn more about Call Tags
Utilize flexible call recording options for compliance purposes. Find out what went right or wrong on calls using call recordings.
Learn more about Call Recording
Place a call directly from your CRM by simply clicking on the number. No more copying and pasting numbers.
Learn more about Click to Call
Analyze trends and gather insight into the performance of your phone teams. Utilize our pre-built reports or create custom reports of your choice.
Learn more about Call Analytics
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