CloudCTI Telephony Integration
CloudCTI provides an easy to implement integration with all major telephony systems for caller recognition, screen pop, click-to-call and call registration

Overview

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.

Website

Integration Type

Linked Guides / Articles

Integration Features

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.