This document discusses integrating VOIP capabilities into a CRM system. Key features covered include active calls, call history, contacts, opportunities analysis, activities analysis, and integration with an Asterisk VOIP server. The VOIP integration allows adding call statistics and recordings to leads and opportunities. Users can click to call from within contacts and set leads to calls. Reporting features include monthly call reports with pivot and graph views to analyze call traffic. Benefits of the VOIP integration with CRM include effective communication and tracking of all customer interactions to improve sales cycles.

2. Features
CRM
VOIP
• Calls- Active Calls
• Calls History
• Contacts
Report Summary
VOIP in CRM

3. Fleet
CRM
Keep track of all interactions with your opportunities
and customers and improve your sales cycle.
• Lead Generation
• Opportunities
• Customers
• Effective communication
• Report Summary
• Opportunities Analysis
• Activities analysis
• Integration
VOIP in CRM

4. Pipeline – Shows status of the leads and sales stages.
VOIP in CRM

5. VoIP in CRM
• Adds calls statistics and recordings to leads
and opportunities.
• Click to call from leads and opportunities.
• Assign leads to calls, lead field in active
channels / calls history form.
• Create opportunities from calls with a click
and Reschedule or send email for failed calls.
• Auto create leads for incoming calls for
unknown callers.
• Auto open lead's form on incoming call.
• An auto pop-up is generated for receiving
calls.
• Integrated with Asterisk v13.2 VOIP server.
VOIP in CRM
VoIP in CRM

6. Active calls- According to our permissions set you can pickup an active call, spy on it, whisper privately to your
colleague, or even barge into active call and talk to both parties.
VoIP in CRM

7. Calls History - Search and filter calls : answered, missed, incoming, outgoing, call from partners and more
Group calls by : Partner, from user, to user, Date, Call Disposition (status).
VoIP in CRM

8. Calls History
VoIP in CRM

9. Contacts
VoIP in CRM

10. C o n t a c t s - c a n s e e p a r t n e r c a l l s a n d c a n c a l l o u r p a r t n e r s w i t h o n e c l i c k .
VoIP in CRM

11. Partner's recordings tab - can see when call with customer happened, which user was in talk and what they discussed.
VoIP in CRM

12. User directory - this is our company internal phone book with click to call feature.
VoIP in CRM

13. REPORT SUMMARY
Calls analysis-
Monthly report,
Pivot view,
Graph view
VoIP in CRM

14. Monthly Report
VoIP in CRM

15. Calls History Pivot view - Deeply analyze calls traffic using pivot view
VoIP in CRM

16. Calls History Graph view
VoIP in CRM

17. Benefits
Benefits
of VoIP in
CRM
VoIP in CRM

18. Banibro IT Solutions
No.4, Ambalavanar Street
Adheenam Nagar, Arumbakkam,
Chennai, Tamil Nadu, India
Mobile: +91 944 44 22 531
Email: info@banibro.com
Mr. SIJESH L
Business Relationship Manager
Mobile: 0091-9342258771
Email : sijesh@banibro.com