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Invoco's Integration with Kaseya BMS
Kaseya BMS is a business management solution built specifically to help MSP’s serve their customers better.
So what does Invoco’s Call Tracking and Hosted PBX integrations into Kaseya do? Well, some pretty cool stuff actually…
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 Kaseya database and:
- If we find a contact that matches the caller’s number we’ll add a call activity 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 Kaseya automatically, create a call activity and provide a link to the call recording in the Invoco portal.
Now you can ensure that all of your support calls are logged in Kaseya.
Desktop call notifications with real-time lookups into your Zoho system
See who’s calling you in real-time with desktop notifications linked to your Kaseya BMS system. Clicking on the desktop notification will take you straight into the contact record as well!
How to set up the integration between Invoco and Kaseya…
Still unsure about how it all works or just need some advice?
Request a call back from one of our friendly sales team!
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