Enhance your company's productivity through simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and analytics.
- Call Popups
- Click to Dial
- Automatic Call Logging
- Real-time Analytics
- CRM Task Creation
- CRM Records Creation
We sync your entire list of inbound and outbound phone calls. ActiveCRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about about.
We will sync your last customer emails from Connectwise. You’ll never have to guess what that last conversation was with the customer. Start where you left off and gain more efficiency.
Take notes and they will be displayed in the activities slider. Quickly check your latest notes. Have the necessary intelligence to close those deals and help customers all from one place.
It’s easy to share you call notes with team members; just type @ and the username (e.g. @john). Your call notes and record will get emailed directly to that user. This assures that important information is not only entered into Connectwise but also emailed to your teammate.
Natural language processing lets you type familiar phrases like “Follow-up next tomorrow” and ActiveCRM will create a task in Connectwise to remind you to follow up with your caller on a specific date!
ActiveCRM will show a green indicator on the right corner for both @mentions and task follow-ups so that you know what activities will be processed after the call is completed.
- Features your users will love, ActiveCRM is not your traditional CTI / TAPI connector.
- All calls are automatically logged. You don’t even need your Connectwise open or your computer on for ActiveCRM to work.
- Turn on Gamification and encourage engagement with your team.
- Click-to-Dial lets your users click any phone number on any website. Connectwise reports, online inboxes and spreadsheets, Linkedin, etc.
- No training needed. Easy to use interface.
- Need to make lots of calls quickly? Forget those other power dialers, auto-dialers, progressive and predictive dialers, get our ActiveDialer!
- Call center agents take advantage of call popups on every browser tab. Agents can ad notes and log calls from any website even if they are not logged into Connectwise.
- Quickly open lead / contact names and account information directly in Connectwise by clicking a link in the pop up.
- Previous calls and notes are pulled in real time directly from Connectwise and displayed in the popup.
- The ActiveCRM popup shows entered call notes on all browser tabs. You’ll never need to remember what tab you were using in order to log your calls.
- Full call history both through ActiveDial and through our Call Center control panel reporting suite.
- Easily share notes using the @mention syntax.
- Handle multiple calls (Call Waiting) all from the popup, never lose a call note.
- Automatically relate calls to Opportunities and Cases if dialed from Connectwise.
- Multiple contacts from one number are easy to match right from the popup.
- Gamification makes sales fun again by rewarding active users.
- Popups can hide in an unobtrusive way on the side of your browser.
Easy to understand call metrics.