Agile CRM for BT Cloud Phone
Agile CRM for BT Cloud Phone
by Agile CRM
PREMIER PARTNER

Agile CRM for BT Cloud Phone integrates your BT Cloud Phone phone system directly into Agile CRM for call campaigns, voicemail drops & other

Agile CRM for BT Cloud Phone

Agile CRM for BT Cloud Phone brings integrated cloud business communications and CRM together, for users to manage all their call and SMS related activities inside CRM. Automatically match incoming callers to existing contact records and display them on-screen, automatically save notes logged during or after a call, and even send SMS to your customers and prospects from directly inside of Agile CRM.

Features:

  • Click-to-dial: Place calls from within Agile CRM by clicking on any contact, saving time and improving call efficiency
  • Screen pops: Caller's account records and contact history are automatically displayed on incoming calls
  • Automate follow-ups: Take notes during a call, save them to your activity log, and schedule follow-up calls with ease
  • Bulk dialing: Call multiple customers simultaneously from within Agile CRM to automate prospecting
  • Automated voice scripts: Post automated voice messages into your leads and customers' inbox
  • Automated call logging and recording: Seamlessly log and record all call activities for future evaluation and analysis.
  • Use any browser: Use Agile CRM for BT Cloud Phone from any browser on your Windows or Mac computer -- no software installation required.

Benefits:

► Seamless integration with Agile CRM

Connecting your BT Cloud Phone solution with the CRM applications you use every day allows you to automate the tedious tasks in your workflow for added efficiency and ease of use.


► Streamlined business communications

Agile CRM for BT Cloud Phone reduces the need for agents to switch between multiple devices and applications to access key business functionalities.


► Exceptional customer experiences

Intuitive displays of key customer information allows agents to deliver a highly personalized customer experience with every incoming call. Eliminate misdials and speed up response times with easy access click-to-dial phone numbers from any Agile CRM customer or account.


[View the User Guide to help get started.](https://www.agilecrm.com/resources/BT Cloud Phone-Integration.pdf)


Original release date: 2020-04-13

Requirements

You must have an Agile CRM account, running the operation system of Windows XP or above, or Mac OS X Mountain Lion or above.

Supported browsers: Chrome 30.0 and above, Firefox 2.5 and above, Safari 6.0.5 and above, or Internet Explorer 11 and above.