• Why you should choose Xinix VoIP with Teamleader CRM?

  • The most crucial aspect of running a business smoothly and seamlessly is to ensure that all the systems work in collaboration with each other. It is to provide a network that works perfectly and does not succumb to any clashes and disputes. In turn, all of it leads to increased sales and better profits, which are the core purposes of every business.


    The Customer Relationship Management tools or software and the VoIP phone systems integrate, giving out a remarkable product that serves as the best business VoIP solutions. The CRM approach stresses the need to keep customer information in safe hands and easily accessible when required. Its primary goal is to make new potential customers and to retain the existing ones that may prove beneficial in the future.


    Collaboration of Teamleader and Xinix

     

     

    Xinix VoIP provider has been working for over a decade now. It has gained its worth and recognition since then. One major reason is the fact that Xinix prioritize the customer satisfaction over boosting its own sales. Therefore, it integrates with “Teamleader” which is a well known CRM. Both of them synchronize with each other and provide an uninterrupted service at any time.


    It offers the following advantages.


    Centralize your contacts in one place
    Writing down professional quotations
    Managing the Project
    Sending invoices
    Sales automation
    Customer Service and Support
    Live chat
    Help desk

    Teamleader Interface


    The interface looks quite intuitive and user-friendly. It is not drab and does not lose the interest of the user. The Company’s Information section contains the address, language, phone and email. The main preview window includes the “Remarks” section where vital information is listed so that whenever you reach the contact, you know what exactly you have been talking about.

     

     

    Incoming Call Preview


    Whenever you receive a call on a Xinix VoIP phone, the CRM promptly searches it and shows the caller ID, along with the phone number and the location of the call.

     

     


    On the bottom right side, it shows the time since it’s been ringing. The left side shows the buttons to receive or decline the call, respectively.


    The right side of the dialogue box shows a “Teamleader” icon. Clicking the icon would take you to the main preview window of the Teamleader CRM.

     


    The “preview window” contains a drop-down menu listing the following tabs.


    Calendar
    Companies
    Contacts
    Deals
    Invoice
    Products
    Timesheets
    Insights
    Settings

    Thus, it categorizes all the information into different divisions so that they can be easily accessed.


    Dialling a Number


    Making a call is also as casual and effortless as other tasks. You can adopt different paths to place a call. Sometimes, you miss a call and later find it out from the “History Panel”. Teamleader CRM allows you to call the contact from History as well. It’s quite amazing that you do not have to go to the main window.


    Call History Window


    The History panel looks very organized - with calls arranged on a date-to-date basis. It has the caller’s information such as the name and the phone number. It also shows the duration and talk-time of the call.

     


    To place a call, follow the following steps.


    Go to the “Call History” window
    Find out the contact you want to call
    On the right side of the number, you will see three options
    The “green call” button would place the call

    The extreme right button will take you to the main “preview window” again.


    When you want to place a recent call, you can search it from the address book, and it will show all the Teamleader results as well. You can follow the following steps.


    Open the Address Book
    Type the Contact name or telephone number in the “search bar.”
    Click “Go”
    Click on the number you want to call

    The Address book also shows the name, telephone number, email and essential details of the contact.

     


    Calling from the “preview window” will require you to follow these steps.


    Go to the “preview window.”
    The overview contains the Contact information
    Find the contact number in the Contact Information section
    Click on the number
    It will open a drop-down menu
    Select a suitable option, and your call will be connected


    It is now apparent that Teamleader CRM has all that you need. Collaborating with Xinix - you can manage clients and contacts, the milestones, tasks and users, as well as apply budgets to them. It also allows you to keep a close eye on all the projects and track their time. Thus, it is a complete business VoIP solution.

     

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