HaloPSA users may benefit enormously in terms of efficiency, process improvement and satisfaction, thanks to the following unique features:

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• Set up a call automatically (click-to-call) with a mouse click or hot key.

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• Automatic recognition of phone numbers. Data as known in HaloPSA pop up in a notification.

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• This notification does not interfere during work.

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• Is freely configurable.

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• Space for up to four lines of info and, depending on the length, even more fields.

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• Recognition from several CRM applications simultaneously is supported

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• Multiple recognition in case a number occurs more than once.

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• With one mouse click the caller’s record from HaloPSA pops up and provides real time info.

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• Any data from HaloPSA available in the API can be displayed.

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• Recognition is automatically updated daily (frequency adjustable).

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• Any record in HaloPSA may be configured to pop up.

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• On a call transfer recognition and screen pop remains available.

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• Optionally, up to five buttons may be configured to perform additional actions: pop up from different screens in HaloPSA or from a different CRM, create a call back message, copy and retain the caller's phone number for future usage, etc.

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• Teams-CRM Integration fully supported, for more information see cloudcti.nl/teams.

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