We have attempted to integrate ZOHO Voice with ZOHO CRM, and it doesn't work as we had hoped.
Until the below items are addressed but the Zoho Voice team, this product is not usable for our organization.
1. Call Recording - You cannot remove the introduction call recording unless you remove the Pause and Resume Recording. These should be separate choices independent of one another.
2. Z Dialer and ZOHO CRM - When you use the Z Dialer from within Zoho Voice, it shows information from CRM, but it does not allow you to click a hyperlink to the lead for the rep to continue with the conversation with the lead data
3. Dashboard - We should be able to see all agents' individual stats, like call duration on one dashboard. Dashboards should be able to be created/edited/cloned.
4. API - There is no API support for Zoho Voice. This is the only Zoho product that we are aware of that has this limitation. We would need API access to load leads into the Power Dialer, in addition to other basic API endpoints.
5. Power Dialer - We would need this to sync to scheduled calls or tasks to load leads into the power dialer. There should be a toggle to allow for duplicate phone numbers in the lead list. This is because in our power dialer, we could potentially call a lead multiple times in a day.
6. Power Dialer Disposition and Notes - We should be able to mark the call disposition as not interested so that the same phone number is not dialed a second time on the same day when duplicate phone numbers exist in a different power dialer list. Additionally, Notes should automatically populate notes in the lead record within Zoho CRM that is being called.