Short video:

Many Indian businesses receive a majority of their leads & support requests through phone calls rather than emails. So, wouldn't it be cool if Exotel can also double up as a CRM

Actually, no. There are a number of excellent CRM options available out there, so it does not make sense to try to force a CRM into Exotel. Also, we continue to provide a number of ways to integrate Exotel into your CRM. But, what if you don't need to, are not interested in or do not want to pay additionally for a CRM?

  • There are a number of handy & helpful new search options available with our upgraded search. Read about them here. Particularly of interest to us are the calls that we missed. So, by searching for the 'Call Type' we require, we get a list of all such calls. 

  • Now, let's say you want to return the first call, click and open the 'Status' drop down and set the status to Pending so that no one else tries to call them in the meantime.

  • You can also add a private note with your comments. 

  • Now mark the Status as "Closed". And that is it. 

Now, let's say you are the manager and you want to assign a missed call to someone:

And once you do this, The agent (In this case, Shivakumar Ganesan) will get an email intimation which looks like this:

If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us on 08088919888.

Need a techie for this integration?
 Check our Phone a Friend App