Contactually Click to Call Dialer Integration | Kixie

21 March 2017
Integration Contactually C r m integration Click to call Call logging

Contactually Click to Call Dialer Integration | Kixie | Telephones for business

Kixie is pleased to say that we now offer our seamless voice integration with Contactually CRM as well! If your sales team already uses Contactually or plans to, then they will instantly increase productivity with our sales productivity software and phone service.  Your sales reps can now make HD quality calls while tracking that information seamlessly inside Contactually.

**1. Click to call right from Contactually with our Kixie Phone Call Integration  **

When clicked, Kixie pulls up a window, auto logs call, length of call, recording of call. From there, a sales user can quickly add a call disposition, notes, and even schedule new activities such as a future call.

Kixie_Powercall_and_Call_Logging

2. Automatically creates and buckets new phone call leads

Kixie will automatically create names of people (through our enhanced caller ID system) that are not in Contactually in a new bucket called, “New Phone Leads.” So if you are dialing numbers and there’s no match of that number, boom everything is done for you.

Kixie_Lead_List_in_Contactually

3. Never leave the Contacts Page

In the “Phone” column under Contacts or Buckets, there is the Kixie Powercall icon where you can quickly crank through an entire bucket or “list” of people to call. The power dialer overlays for you to quickly add notes and it auto logs the interaction (time, recording, result, etc).

 click to call icon

4. Auto create task post call.

After the call completes (and you hang up), it will automatically allow you to schedule a task and prefill in all of the information.

5. Quickly complete Phone calls on the Contactually Dashboard

Currently, custom tasks and “interaction logging” don’t work really well together from the Contactually Dashboard. What we have done at Kixie is - if you get a task reminder, it’ll include the phone number. Simply click the Kixie click to call icon, the Powercall windows comes up right on top on Contactually and quickly complete the task and log the interaction. 

 Kixie_Click_to_Call_from_Contactually_Dashboard[](/assets/img/uploads/2015/10/Kixie_Click_to_Call_from_Contactually_Dashboard.png)

6. Automatically get a list of inbound missed calls

For outbound calls that there is no match for, Kixie will auto create a bucket called “New Phone Leads” inside Contactually. Also, it will create a bucket for inbound missed calls, too.

 Kixie_Buckets_Created_in_Contactually

7. Syncs with cell phone/existing phone systems

This is super easy to setup and we make it extremely easy to ensure that all phone interactions are auto logged and that the manual data entry process is extremely _limited _for the end user.

8. Plans start $15/mo/user

Kixie is extremely affordable and sits on top of the software that you love, Contactually. You never have to leave Contactually… Kixie just makes the software you love even better :)

To start a free trial (no credit card required) in under 3 minutes, please click here.

Time to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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