Dial IT for Sage CRM
Click your way to efficient call workflow in Sage CRM
Dial IT for Sage CRM makes keeping track of telephone calls easier than ever. Using Dial IT, Sage CRM users can dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse.
Identify incoming calls and display a pop-up window with the contact’s record.
Effortlessly maintain your database with Scheduled Call Lists and automatic Activity clearing.
Use Skype for both inbound and outbound calls using just your computer, Sage CRM and Dial It.
Create activities for unanswered incoming calls with the option to send it directly to your PDA if you have wireless synchronization (i.e. Blackberry handheld).
Schedule Activities with a single mouse click. Activities scheduled on a weekend will prompt you for a confirmation and give you the option to reschedule for the next business day.
Use your PBX or switchboard to identify and record external and internal calls.
Display a secondary contact’s information as part of the Call Contact pop-up window if it has been associated with the primary contact.
Dial It’s interface of convenient toolbar icons and customizable sticky pop-up windows is easy to learn, easy to teach, and easy to use.