Manual - In2CRM
In2CRM CRM ConfigurationNotesTo activate click-to-dial, the administrator should contact In2CRM.Configuration in CRM applicationMake sure the In2CRM telephony module is activated.For click-to-...
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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.
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 registration
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.
Integration type
OtherPop-up type
Bubble pop-up
Make use of all the functionalities that Bubble has to offer you
Application pop-up
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
Remote Dialer
A remote dialer is always available on your desktop so that you can start a call quickly and easily.
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.
Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
Native Windows applicatie
Bubble is available as a native software application for Windows.
Native macOS applicatie
Bubble is available as a native software application for macOS
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