CloudCTI Computer Telephony Integration (CTI) software connects Halo PSA to your business phone system. Thanks to this technology, you can set up a call with a single key press. In addition, a preview of contact info is displayed on incoming calls and with one mouse click the related contact record in Halo can be opened directly. All cloud-based and set up in minutes.
HaloPSA users may benefit enormously in terms of efficiency, process improvement and satisfaction, thanks to the following unique features:
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• Automatic recognition of phone numbers. Data as known in HaloPSA pop up in a notification.
• This notification does not interfere during work.
• Is freely configurable.
• Space for up to four lines of info and, depending on the length, even more fields.
• Recognition from several CRM applications simultaneously is supported
• Multiple recognition in case a number occurs more than once.
• With one mouse click the caller’s record from HaloPSA pops up and provides real time info.
• Any data from HaloPSA available in the API can be displayed.
• Recognition is automatically updated daily (frequency adjustable).
• Any record in HaloPSA may be configured to pop up.
• On a call transfer recognition and screen pop remains available.
• Optionally, up to five buttons may be configured to perform additional actions: pop up from different screens in HaloPSA or from a different CRM, create a call back message, copy and retain the caller's phone number for future usage, etc.
• Teams-CRM Integration fully supported, for more information see cloudcti.nl/teams.