CRM from "Klientiks" is integrated with the virtual PBX "Telfin. Office"

2021: Integration of CRM with virtual PBX "Telfin. Office"

The company Kliyentix"," which provides CRM the system according to the model, SaaS held integration with. Virtual telephone exchange "Telfin. Office" This "" Telfin said December 21, 2021. Thanks to cooperation with Telfin, the company has received a number of convenient solutions that help significantly save time and resources of customers.

As of December 2021, Clientix CRM has more than 400 installations: most of which are implemented in medical clinics of various profiles. The company received a request for CRM integration with virtual PBX "Telfin. Ofis" from its customers who have already used both products, but separately from each other.

In the field of services and, in particular, in the clinics with which Clientix works, a significant part of communication with customers is tied precisely to telephony: from planning and confirming visits to collecting feedback from patients. With the help of Clientix CRM, they automate the workplaces of not only administrators, but also doctors: all of them, when contacting patients on the phone, need up-to-date data about the caller and the history of his calls.

Thanks to cooperation with Telfin, we provided our customers with new opportunities for development and communications so that they always have convenient business tools that will close all issues of automation of routine business and leave time for fruitful and effective work and leisure, "commented Anna Khachatryan, Sales Director of Klientiks CRM.

Customers of Clientix CRM already use virtual IP telephony from Telfin, as a result of integration, the CRM system can exchange data with the virtual PBX Telfin. Also, all employees of clinics always have access to customer cards when talking, and if necessary, they can use conversation records and many other convenient VATS tools.

Those companies that already use Clientix CRM, integrated with IP telephony from Telfin, note positive results. Since the call information automatically enters the CRM system, the number of missed calls and lead processing time decreased, administrators began to contact customers by name at the time of the call, and the prompt provision of information about the latest calls reduced the number of unnecessary questions and clarifications. All this had a positive effect on the loyalty of customers and their level of service.