SoftTrain Cloud CRM Controller V2 (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. - 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 V2.0.11 - Support for Street.co.uk; Call summary AI; MS Dynamics local server V2.0.10 - Moved [Create call] button to icon V2.0.9 - Fix for free-text phone number identification V2.0.8 - Support for creating calls with Beacon CRM V2.0.7 - Added [Create new call] feature V2.0.6 - Added Monday.com V2.0.5 - Increased options for linking to tickets V2.0.4 - Added support for Beacon CRM V2.0.3 - Create Order flows V2.0.2 - Improved error handling V2.0.1 - Launch release