The Plivo integration for Vtiger CRM allows users to make and receive voice calls, send SMS, and manage all telephony activities directly from the CRM. This integration streamlines communication by embedding Plivo’s VoIP and messaging capabilities into Vtiger, enabling click-to-call, call logging, call recording, and SMS messaging from within contact, lead, and deal records. Administrators can configure Plivo as a client gateway, set up call routing, and customize welcome and closed messages for incoming calls. The integration supports real-time notifications, call tracking, and centralized management of all customer interactions, improving efficiency for sales and support teams.

Key Features

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

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

SMS Messaging Send and receive SMS messages from within the CRM.

• Send SMS to contacts and leads from CRM modules.
• Log SMS conversations for future reference.

Call Logging and Recording Automatically log and record calls for tracking and compliance.

• Store call details, duration, and recordings in CRM records.
• Access call history and playback recordings as needed.

Customizable Call Routing and Messages Configure call routing and personalized messages for callers.

• Set up welcome and closed messages for incoming calls.
• Route calls based on business hours and user preferences.

Gateway Management Administer Plivo as a telephony gateway within Vtiger CRM.

• Activate, deactivate, and set Plivo as the default gateway.
• Manage multiple gateways and endpoints.

Benefits

Centralized Communication Unifies all telephony and messaging activities within the CRM.

• Reduces the need to switch between multiple communication tools.
• Ensures all customer interactions are tracked and accessible.

Improved Productivity Streamlines calling and messaging workflows for sales and support teams.

• Enables quick outreach and follow-up from a single platform.
• Automates call logging and reduces manual data entry.

Enhanced Customer Experience Personalizes and manages customer interactions efficiently.

• Custom messages and call routing improve caller experience.
• Real-time notifications ensure timely responses.