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In2CRM
Connecting In2CRM to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you no longer have to search for customer data manually during phone calls but can use the functionalities that In2CRM's telephony module has to offer you.
Gateway
For this integration, Bubble acts as a gateway. This means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only ensures that your telephony environment can communicate with In2CRM's telephony module.
Functionalities
The integration method gives you all the functionality that the In2CRM telephony module has to offer. Think of a callnotification that comes into view with the customer information, which you can also click on to access the calling person's CRM card. When a call is transferred to a colleague, the customer information moves with it. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call is terminated. Ask In2CRM about the specific features their telephony module has to offer. In addition to the aforementioned gateway feature, Bubble comes with many other functionalities. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. We have already listed some important features for you:
- All the functionality that In2CRM's phone module has to offer you.
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature
- Automatic call logging in In2CRM. Also for unknown callers.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Customization
To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening another action instead of having to click it open.
Technical
Connecting Bubble - and thus the In2CRM Software CRM connector - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.
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Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
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SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
- Other
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Gateway Integration
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).
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Bubble365 Chrome Plug-in
With the Bubble365 Chrome plug-in, you can create a seamless user experience in virtually any CRM or ERP system, without relying on built-in app support. It brings communication and integration features together in your browser, including full call control via your softphone or desk phone.
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Bubble365 Edge Plug-in
With the Bubble365 Edge plug-in, you can create a seamless user experience in virtually any CRM or ERP system, without relying on embedded app support. It combines communication and CRM functionalities in your browser, including full call control through your softphone or desk phone.
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Bubble365 iframe
With the Bubble365 iFrame, you can easily embed Bubble365 into your own application or browser, offering an integrated user experience without having to build a full notification system yourself.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
What does Bubble benefit your organization?
Calculation
Time saved per year
£
Investment Bubble per year
£
Total investment per year
Potential savings per year
£
Disclaimer: This calculation is based on 45 workable weeks (8 hours per day). This calculation does not take into account any one-time investments or any license fees charged by the CRM vendor. No rights can be derived from this calculation.
- Saving time by not having to ask for the customers name
- Answer the phone in a customer-friendly and personal way
- Improve team interaction by immediately seeing which colleague has had contact
- No manual and incorrect entering of customer data
- Instantly see who and why someone is calling
- More time and attention for the customer which leads to better customer satisfaction
- Calling directly from the customer data of your software application
- Connecting multiple software applications within the organization? No problem with Bubble!
- All functionalities this integration has to offer
- When transferring the call to your colleague the customer details are also transferred