Benefits

TeamsPhone Plugin turns an unexpected call into a prepared interaction by immediately providing the operator with useful information and actions.

• Immediate caller identification without manually searching the CRM.
• Instant operational context, including linked records such as existing quotations.
• Quick actions for opening or creating records during the call.
• Role-based flexibility, so each user sees only relevant modules and actions.
• Non-intrusive popup that can be moved and minimised.