EnvyCRM

Main article: CRM (Customer Relationship Management System)

EnvyCRM is a CRM system that does not require training of sales managers and allows you to automate workflows, which significantly reduces order processing time and frees up routine.

2022: Integration with the PBX "Telfin. Office"

July 11, 2022 Russian telecom-provider Telfin"" announced the completion integration PBX "Telfin. Office" of Envy as well. CRM Thanks to the combination of applications, corporate clients were able to automate up to 95% of all communication tasks and increase sales by at least 30%.

Combining CRM and PBX "Telfin. Office" improves team collaboration by ensuring prompt access of each manager to the necessary information for high-quality and timely customer service. This leads to an increase in sales and customer loyalty.

Our integration partner made it possible to significantly expand the capabilities of the Telfin. Office PBX in the field of digitalization of the telecom network of our subscribers. In particular, it is now easy to set up trigger actions. For example, if you fail to call the client, the system automatically reminds you of the necessary solution to this problem. And thanks to additional Telfin services, you can turn on auto-call and set the criteria for the success of the call for each specific client with the possibility of subsequently transferring the call to a specialist, - commented Ivan Pavlov, Telfin project manager.

Telfin's virtual PBX integration with EnvyCRM is carried out via the API, after which the call button appears in the system, allowing you to make calls directly from the client card. At the same time, all incoming calls are recorded in the CRM system, here you can listen to recordings of a conversation with a client and, if necessary, download them to your computer. Thanks to this function, it becomes possible to remotely control the work of employees: the level of knowledge and competence of specialists, compliance with telephone service standards.

All customer interactions in CRM are automatically displayed in the call log. Not all IP telephony providers have the ability to provide a call history, but the functionality of the Telfin. Office exchange ensures the safety of all records. Also in EnvyCRM you can generate reports on any customer requests: see their number, as well as the average duration for incoming and outgoing calls, - said Alexey Molchanov, founder of Envybox, EnvyCRM developer.

Working with Telfin services and EnvyCRM at the same time allows you to process phone calls in accordance with customer time zones. The system independently sets tasks for employees for a certain period (hour, working day, week, month), entry of information for each contact takes place in CRM with one button, while in real time tasks are loaded based on the results of telephone conversations with customers.