Click a phone number in the CRM to dial, incoming calls prompts a search of your CRM from caller ID data, schedule activities, and make notes about a call without having to search for a client. Need we say more? TIME SAVER!
Time is the most valuable resource to any one of us and VoIP (Voice over Internet Protocol) solutions are all about saving time.
How do the integrations work? You install an add-on to your internet browser that, when connected to the voice system, uses a caller ID to fetch that contact's record in Redtail so it populates your screen.
This small action is going to save you a little bit of time on every interaction, helping propel relationships by developing immediate familiarity!
Please review our VoIP partners below: