With Simplii’s quick contact addition you can quickly and easily add contacts into any integrated CRM with the press of a button. Instead of having to navigate to the correct section of your CRM to create a new contact, you can simply press ‘new contact’ inside of your call pop window.
If the customer has caller ID, one touch contact addition will populate the name of the customer as well as their phone number. If the customer does not have caller ID it will just populate the phone number and whatever additional information is displaying in that field on the call. Once they are added, you can update their name field and when they call back in the future you will be able to see their name. After the contact has successfully been added to the CRM, everytime they call into your business the contact pop will take you to that contact record with just one click.
Simplii offers Fusion Contacts which can act as a basic CRM for our customers. Fusion Contacts can add contacts straight from your call pop and store them on your FusionContacts page. Fusion Contacts can store information such as name, phone number, business, and basic notes.