The Exotel integration for Vtiger CRM allows users to make and receive calls, log call details, and manage telephony activities directly from the CRM interface. By connecting Exotel’s cloud telephony platform with Vtiger, users can initiate calls with a single click, receive incoming call pop-ups with customer history, and automatically log all call activities. The integration supports features such as call recording, IVR, call tracking, and analytics, providing sales and support teams with a unified communication and tracking solution. Administrators can configure the Exotel gateway within Vtiger, manage call routing, and ensure all customer interactions are recorded and accessible for follow-up and analysis.

Key Features

Click-to-Call and Receive Calls Initiate and receive calls directly from CRM records using Exotel.

• Click-to-call from contact, lead, or deal modules.
• Receive incoming calls with pop-up notifications and customer history.

Call Logging and Recording Automatically log and record all call activities within the CRM.

• Store call details, notes, and recordings for future reference.
• Access call logs from contact and lead records.

IVR and Call Routing Configure IVR flows and call routing for efficient customer handling.

• Set up custom IVR menus and call flows in Exotel.
• Route calls to the right agents or teams.

Call Tracking and Analytics Monitor and analyze call performance and agent productivity.

• Access detailed analytics on call status, duration, and outcomes.
• Track campaign effectiveness and agent activity.

Pop-up Notifications Get real-time pop-ups for incoming and missed calls.

• View caller information and history instantly.
• Take notes or create follow-up tasks from the pop-up.

Benefits

Centralized Communication Manage all telephony activities from within the CRM.

• No need to switch between systems for calling and logging.
• All call data is stored and accessible in one place.

Improved Productivity Streamline calling and follow-up processes for sales and support teams.

• Click-to-call and pop-ups reduce manual effort and response time.
• Automated logging and reminders ensure no missed follow-ups.

Enhanced Customer Experience Personalize interactions with real-time customer history and call context.

• IVR and routing ensure customers reach the right agent quickly.
• Call recordings and notes support quality and compliance.