Versature offers an integration with the Zoho CRM Platform. Along with instantaneous click-to-dial, the Versature integration provides a click-to-answer pop-up with useful contact information and documentation options.
2. Open the integration and click Start.
3. Click Accept allow call log data and caller/callee information.
4. Sign in using your Versature credentials.
The Zoho integration has two primary functions, click-to-dial and an informative caller-ID pop-up for incoming calls.
Simply click the green phone icon to instantly dial-out any number.
When you receive an incoming call, you will see a pop-up with the contact information. From this up pop-up, you can see the:
After a call is complete, you can quickly add follow-up events/calls/tasks right from the integrated pop-up.
Within Zoho CRM, you can see your call history under the Reports tab.
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