Setting up the integration:
GoTo provides setup instructions here. You can contact GoTo should you encounter any issues with setting up the integration.
GoTo provides enterprise-grade Hosted VoIP and Unified Communications to businesses and institutions. Using Redtail's API, GoTo's integration offers:
- Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls.
- Log Phone Notes And Call Activities - Make notes during your calls that are automatically added to your Redtail client records. You are able to categorize and set “priority” to call communications.
- Date - incoming and outgoing calls are automatically logged in your notes section of your clients contact page.
- Video Conferencing - Make any contact a video meeting. Every GoTo license comes with HD video conferencing for no additional cost. Host virtual meetings and screen-share critical documents to mitigate any misunderstandings and allow the advisor to capture all pertinent communications for historical continuity.
If you are looking for more Voice Over IP options, click here!