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Zoho CRM Phone Integration.pdf


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check your latest notes. Have the necessary intelligence to close those
deals and help customers all from one place.

@mentions
It’s easy to share you call notes with team members; just type @ and the
username (e.g. @john). Your call notes and record will get emailed
directly to that user. This assures that important information is not only
entered into Zoho CRM but also emailed to your teammate.

Task Follow-up
Natural language processing lets you type familiar phrases like “Followup next tomorrow” and ActiveCRM will create a task in Zoho CRM to
remind you to follow up with your caller on a specific date!

Indicators
ActiveCRM will show a green indicator on the right corner for both
@mentions and task follow-ups so that you know what activities will be
processed after the call is completed.

Features your users will love, ActiveCRM is not your traditional CTI

Previous calls and notes are pulled in real time directly from Zoho

connector.

CRM and displayed in the popup.

All calls are automatically logged. You don’t even need your Zoho CRM

The ActiveCRM popup shows entered call notes on all browser tabs.

open or your computer on for ActiveCRM to work.

You’ll never need to remember what tab you were using in order to

Turn on Gamification and encourage engagement with your team.

log your calls.

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