Incoming phone call notifications
For years we had issues finding files of clients because taking a phone number off a physical phone or soft phone is very detailed hard to put into a crm. This message plane pop up makes it simple for message plane users to pull up records or details for new clients or existing ones. By the window popping up it gives the message plane crm user the ability to access records on a fly and also helps them not enter wrong information. This small integration helps message plane crm users automate their businesses greatly by simply populating the record effortlessly, no one ever has issues finding a client or order again.
- (2021-01-28) Keith Hecht: Man this is a GAME CHANGER FOR ANY COMPANY WHO DEALS WITH INCOMING CALLS