The built-in virtual PBX allows you to make calls from a browser or from any desktop client right from the order card in one click.
In other words, a PBX is a built-in tool for making calls. You can make calls using any CRM tariff. To start making calls, you need to connect to a telephony provider. We have simplified the process of connecting calls and implemented it on all tariffs of the provider, to connect which you just need to fill out a simple activation form.
LeadVertex PBX is multichannel. It has no restrictions on the number of outgoing calls. Both 2 and 200 operators will be able to make calls from orders at the same time. Connecting new operators does not require any additional settings from you - having connected telephony once, you can invite as many employees as you like to work with calls. An exception is using your own provider (LeadVertex does not limit the number of invites to your provider, but the line limit, i.e. the limit on one-time calls, may be on the side of your provider).
Payment for a third-party provider is made outside the service, we do not charge a commission for using the PBX.
A strong call center is the organized work of operators using only good software. If your operators make calls from mobile phones or through third-party systems, you may encounter the following problems:
It is not only about storing records in the call history as with conventional communication providers but also about linking the conversation records with each action in the history of order changes or in the history of actions of a specific operator.
A text transcript of the call is available to you under each entry.
— Call recordings can be shown to webmasters in their personal account. This is necessary so that the webmaster has a clear argument why, for example, the operator canceled the order. This way you can establish transparent partnerships with webmasters.
— Our PBX allows you to encrypt numbers from operators. Your operators will not be able to see the encrypted number in the page code, but they will be able to make calls from the order card as usual. Everything is thought out in such a way that the operator cannot spy on the buyer’s number either in the order card or when printing forms, for example.
— With connected telephony, you can make mass voice mailings, including automatically according to the rules you set for the robot operator. The functionality allows you to significantly increase the efficiency of the call center, provides the ability to process a third more orders without expanding the staff, reducing your expenses on operator salaries.
The robot operator calls orders itself and schedules new calls in accordance with the status of the call made. The robot recognizes keystrokes.
— Increase the efficiency of the CC by using an alternative to dialers - the Call mode. This is a mode for auto-opening orders in the operator’s personal account, when the system itself distributes orders according to established rules and gives them one by one to the operator for processing.
- Don't miss customer calls. When connecting incoming calls, LeadVertex will create a request for any incoming call, saving the caller's phone number in the card. This works even if you are not receiving calls and have turned off your phone. Plus, we can provide you with a beautiful answering machine.
— In addition to call records, we also keep call statistics. This is a whole table with indicators, collected using various formulas, necessary for analyzing the effectiveness of the call center.
If the module is already activated, then you need to enter your project - Settings - Telephony - Telephony. And enter the necessary settings. In case of questions, you can contact us via tickets, we will help you.
There are 2 ways to make calls. Both methods allow you to initiate a call in one click directly from the browser, both write recordings of conversations. Each of them has its advantages and disadvantages.
Browser Call
Advantages:
Disadvantages:
Call through the desktop client
Advantages:
Disadvantages:
The method of making the call is up to you. If you have telephony configured, then when editing any order, you will see a green button with a phone number and a drop-down list with call options
On your first call, you need to choose the default call method. To do this, click on the arrow with a drop-down list and select the option you need. The first option "Call from the browser" does not require special settings. Other options require the installation of some desktop client.
The selected option will become the default option, and will be called up by pressing the green button with a phone number and when the call is automatically initiated when the order is opened with the button with the phone icon.
