PINConnector — the solution for integration of vTiger CRM and Asterisk
A smart list of missed calls
Dial groups and call queues are supported
A pop-up card of a call appears at once!
All links to the clients with the same telephone number are in one card of call
Rate the operators and keep the results in CRM
ADVANTAGES OF PINConnector
Integration of CRM and VoIP ensures a synergistic effect. Telephone calls are the most important way to to interact with clients. We offer the automated data collection about telephone calls with the ability to listen to recorded conversations anytime that solves a lot of problems.
The way that the integration of vTiger CRM + Asterisk (FreePBX) works
As a rule the integration based on Asterisk and CRM reminds an adventure. We know thah Asterisk has got its API (it even has three different APIs like AGI, ARI, AMI) and CRM also has got its API so why can’t we just set the data exchange about the calls?
The deal is that Asterisk considers the telephone call as different component parts: channels, extensions, events inside the channels ect., but there are no events like “the call was started” and “the call was ended” that could appear for any call and have the same sence.
CRM expects two types of events: “Show the pop-up card of a call” and “The call is over” and the pop-up card of a call should be shown as soon as possible and that’s the why PINConnector support the direct connection with the browser through the WebSocket.
Below you can find the common algorithm of how PINConnector works.
- 1Asterisk had received the call
- 2The telephone rang
- 3User sees a pop-up card of the call
- 4User picks up the phone or redirect the call
- 5The call is over, PINconnector gets the whole statistics about the call
- 6PINconnector tells the browser to hide the pop-up card of the call
- 7PINconnector creates a Record in the PDX Manager module
Features of integration of CRM and VoIP
Integration of VoIP and CRM allows you to create new business processes increasing efficiency of sales department.
Call a client in CRM (Click-to-call) You don't have to dial a phone — one click on the telephone number in the Record of client is enough.
Identification of the calling person (Pop-Up Card of call) User sees a pop-up card of call that contains links to the Records of client if the telephone number of calling person is known. otherwise user can create a new lead.
User can listen to recorded calls in CRM
History of all the calls of every single client
List of missed calls in CRM
Name of the calling person in your phone We are used to seeing the calling person's telephone number on our phones but with this feature your phone will show you the calling person's name or the name of the company.
Smart redirection You can redirect the client's call right to his manager if there is a telephone number of the calling person in CRM.
quality evaluation of the CRM user's work After conversation you can ask a client to evaluate the manager's professionalism. The given rate will be included in the CRM or you can ask any specialist to listen to calls right in the CRM.
You can redirect a call to any other number in a pop-up card of a call
The price of PINConnector — 500$
This price includes installing PIN Connector on your server and developing the card of the call