Check CRM integrates Check Cloud with your CRM system, revolutionising caller data interaction for inbound and outbound calls
By connecting multiple CRM systems to the Check Cloud UCaaS platform, users can view customer information in a pop-up window directly in their browser. The pop-up widget provides users with essential details about the callee, including their name, phone number, company affiliation, ongoing tickets, and the last time the user was in contact with the customer. This integration offers a centralized and efficient way to manage customer data and provides quick access to relevant information during calls, improving the overall customer experience.