Setting up the integration:
JIVE provides setup instructions here. You can contact JIVE should you encounter any issues with setting up the integration.
GoToConnect Powered by Jive provides enterprise-grade Hosted VoIP and Unified Communications to businesses and institutions. Using Redtail's API, GoToConnect'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 GoToConnect 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.
GoToConnect Powered by Jive resources:
If you are looking for more Voice Over IP options, click here!