Invoco's Integration with Capsule CRM
Capsule is a great easy to use online CRM system for small businesses, individuals and sales teams.
Creating new contacts and updating existing contact records
So when you receive a call to one of your numbers we’ll do a real-time lookup to your Capsule database and:
- If we find a contact that matches the caller’s number we’ll add a call note against that contact record and provide a link to the call recording in the Invoco portal, or;
- If we don’t find a contact that matches the caller’s number, we’ll create a new contact in Capsule automatically for you and provide a link to the call recording in the Invoco portal.
- Create Missed Call Tasks for incoming calls that haven’t been answered in order to ensure you don’t miss out on new enquiries.
So now, as well as all of the online and email tracking that Capsule does so well, you now also have a comprehensive call history for that contact.
Desktop call notifications with real-time lookups into your Capsule system
See who’s calling you in real-time with desktop notifications linked to your Capsule system. Clicking on the notification will take you straight into the contact record as well!
And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.