Best Telephony Integration? Anyone happy with theirs?
Hi,
Looking for some input into telephony providers that integrate into Zoho CRM.
Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it.
Requirements
- client phones, it pulls up the client account
- ability to transfer call and data to another user.
- ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same)
Anyone out there have a good telephony system they can recommend based in the US?
Thanks in advance
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