What's the catch?

Introducing ARR Milestones. When we grow, you save.

Introducing ARR Milestones. When we grow, you save.

What's the catch?

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.