Manual - Bytegear

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Bytegear CRM Configuration Notes Bubble triggers the phone module in Bytegear so the Bubble pop-up can be turned off.   Configuration in CRM application No need to configure anything in the CRM appl...

Index

Bytegear CRM Configuration

Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users

Features

Outbound call possibilities CRM

Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.

Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.

Copy to dial
Select a phone number and get a suggestion to call directly.


Integration features

Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.

Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.

SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.


Deployment type

Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.

Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.


Integration type

Other
Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.


Application type

Gateway Integration
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).


Standard Bubble pop-up functions

Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.

Click to dial
Start an outgoing telephone call with one mouse click from any website.

Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.


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