IVR integration to make calls directly from CRM

Make calls, manage call recordings from the CRM itself via exotel IVR Integration

IVR calling can ensure that every customer experience starts on a positive note. Contact us Now to know more about this amazing feature!

IVR Integration Features
on YDL CRM

#1 Call clients directly from crm software

To initiate a call with a prospect or client, you can go to enquiry list.

It will initiate a call to your number and once you answer the call, a call will be triggered to client and both client and you will be connected on the same line.

#2 view Call history in client profile

You can find the call history logs in the customer profile.

Information on call history including duration of call and call recordings.

#3 don’t forget to Assign IVR Calling details

Please make sure to assign IVR calling details while adding your teammates or staff on the CRM