Do this and more with Nextiva + Workbooks CRM.
Call Logging as an Activity
Associate calls with customers while you’re on the phone, and your activity is automatically logged across those associations when the call completes. Choose to keep the default call notes or edit them as you need.
Hop into your call with Screen Pop
Incoming calls pop onto your screen. Bring up the caller record in Workbooks with one click. This will give you leads, opportunities, and customer inquiries. Do all this before you even pick up the phone.
Quickly find and call contacts
Use Workbooks as an address book. Search for a contact, and use Click to Call to reach out to them without ever punching numbers into your phone. You can also use your call history to bring up customer records.
Download a desktop application to manage your integration.
FAQs: Workbooks phone integration
What is the Workbooks CRM phone integration?
The Workbooks CRM phone integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within Workbooks, utilizing phone features like call recording and call logging as activities.
How can I sign up for the Workbooks integration?
Just mention it to your account executive or client success manager. They'll be happy to include the Workbooks CRM phone integration in your commercial phone service account.
Does the Workbooks integration cost anything?
The Workbooks phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva Business VoIP customers at an additional charge. It's not available out of the box.
Can I click to call within Workbooks?
Yes, the Workbooks phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your Workbooks instance. Answering your phone will place the call to the phone number selected.
Does the Workbooks integration work on all devices?
The Workbooks integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.