SoftTrain Cloud CRM Controller (dev-only)

Extension allowing advanced CRM features

For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool. The functionalities include the following: - Screen-Pop Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button. Auto-detection of incoming contact with link to contact record within the CRM tool - Click-to-Call Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated - Transfer and Forward Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system. Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call. - Dialpad The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard. - Call Log (optional) Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended. - Version History V1.3.2 - Added HaloPSA client and multi-contact layout for Orders/Cases/Tickets V1.3.1 - Updated Monday.com integration to support new layers V1.3.0 - Added list of orders for contact in Shopify V1.2.9 - Added Shopify V1.2.8 - Added HaloPSA; New Click-to-call location in Sugar CRM V1.2.7 - Added Simpro Suite V1.2.6 - Fix for Zendesk screen-pop location V1.2.5 - Added bespoke integrations for Hubspot and Zendesk V1.2.4 - Added 'Brochure Send' engagement (client-specific) V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM V1.2.2 - Normalised phone number fix for Transfer icon V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab V1.2.0 - Added support when for multiple contacts match phone number V1.1.6 - Added fix for phone number normalisation V1.1.4 - Added support for SugarCRM V1.1.4 - Fix for contact load in Act! Premium Cloud V1.1.3 - Added support for Act! Premium Cloud V1.1.2 - Added support for Pipedrive