IVR integration to make calls directly from CRM

Make calls, manage call recordings from the CRM itself via exotel IVR Integration

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on MMA CRM

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#1 Call clients directly from crm software

To initiate a call with a prospect or client, you can go to enquiry list.

It will initiate a call to your number and once you answer the call, a call will be triggered to client and both client and you will be connected on the same line.

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#2 view Call history in client profile

You can find the call history logs in the customer profile.

Information on call history including duration of call and call recordings.

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#3 don’t forget to Assign IVR Calling details

Please make sure to assign IVR calling details while adding your teammates or staff on the CRM

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