SugarCRM + Clearspan
Connect Your CRM & Phone in 5 Minutes. Better Calls. More Sales.
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution in the market.
Actions from your calls to SugarCRM
Callinize works on all flavors of SugarCRM; On Premise and OnDemand.
- SugarCRM Community Edition (CE)
- SugarCRM Pro
- SugarCRM Corporate
- SugarCRM Ultimate
- SugarCRM On Demand
- SugarCRM Open Cloud (European On Demand)
Clearspan CompatibilityWe work with all versions
- Callinize is not your typical CTI solution. It boasts an innovative feature set your users will love.
- All Calls are Logged 100% Automatically. No need to be logged into SugarCRM or even have your computer on.
- Add Sales Gamification to SugarCRM.
- Click to Dial works on any webpage. SugarCRM, your inbox, a spreadsheet, LinkedIn, etc.
- Easy to use Inside Sales interface that doesn't require any training.
- Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or Predictive Dialer. We call it a Sales Dialer!
- Call Centers use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they're not logged into SugarCRM!
- Contact name & account link to the SugarCRM records to quickly pull up all your SugarCRM data.
- The caller's previous calls, notes, etc are pulled from SugarCRM and displayed in the call Popup
- Call Notes entered in one tab are sync'd to others. Never hunt down the tab you left notes in again. We popup right in SugarCRM or any tab.
- Call History for reviewing calls made
- Call Metrics you can understand.
- @mention syntax enables easy sharing of call notes.
- Popups handle multiple calls (ie. Call Waiting), don't ever lose a call note
- SmartRelate - Calls are related to Opportunities/Cases if dialed from one in SugarCRM
- If multiple matches, popup displays radio buttons to choose.
- Gamification awards top performers and makes it fun
- Popup is minimizable to side of screen from SugarCRM or any tab
The #1 Sales Call Workflow
Find out how Tenfold can help you hit your highest sales goals.
With Tenfold you can
- AUTOMATICALLY LOG EVERY CALL TO SUGARCRM
- RAPIDLY RESPOND TO INCOMING LEADS
- CALL 30% MORE CONTACTS
- CLICK TO DIAL NUMBERS ON EVERY PAGE
- BUILD BETTER RELATIONSHIPS
- MAKE MORE MONEY
We let you take notes and we also display them for you in the activities slider. See what the last note was. Even if it wasn't a phone call you will know the latest details about the contact.
When you need to CC a team member you can just type in @ and the users name (e.g. @matt). The call notes and call record will get emailed to the team member. This ensures important info still gets in SugarCRM instead of only being sent in an email to a colleague.
Click to dial
Tenfold makes this easy. With Tenfold you can dial any phone number with a simple click and store that information to SugarCRM. We recognize all phone numbers in every tab! We create the #1 sales dialer. This is much better than a predictive dialer, auto-dialer or progressive dialer.
LOGGING IN THE CRM
Te logs every call in the background so you get complete information and your team can focus on closing deals instead of data entry.
Te combines CRM & Phone data to provide actionable analytics. There are a wealth of reports available at the click of a button.
On the analytics screen you can get a full view of your call history.
We have natural language processing. Type something like "Followup next week" and Tenfold will create a task in your crm to remind you to follow up with this person at the specified time!