VoIP CRM Integration bridges your internet telephony system directly to your CRM application, allowing real-time data exchange. When a customer calls, your staff receives immediate access to caller details, history and notes without leaving the application. Click-to-call, automated call recording and instant pop-up customer info make customer interactions streamlined, personalized and efficient for each conversation.
AltimaCRM seamlessly integrates with leading VoIP providers such as Coperato, SquareTalk, Voiso and Commpeak. Whether your brokers are on-site or distributed remotely, our solution supports both desktop and mobile environments for flexible scalability for forex brokerages of every size globally.
With secure APIs, AltimaCRM combines real-time call activity and rich customer data in your CRM and VoIP system. Incoming or outgoing calls trigger customer-centric screen pop-ups and all call activities are automatically logged in your CRM. Automation rules can be customized to allow brokers to customize call routing, tagging and follow-up processes in line with business objectives and regulatory compliance.
A top US-headquartered forex broker reduced client response times by 40% after installing AltimaCRM VoIP CRM integration. With real-time context of clients, support and sales staff were able to quickly resolve issues, boosting lead conversion. Compliance officers relied upon detailed call audit trails to ensure regulatory compliance with more confidence and less manual intervention.
