Set up SIP telephony and connect a headset to make calls directly from Planfix. Work and make calls in a unified system, and take advantage of all the system's tools during calls. Navigate Planfix in a matter of clicks when speaking with clients. Go to tasks clients are linked to, or view directories to get information about products or services. Everything you need is at your fingertips.
Display counterparty and contact phone numbers in Planner cards to call them with a single click. Set up Planners in the way that works best for you, displaying just the contact information you need. Make quick calls and process requests more quickly.
When you receive an incoming call, Planfix displays the contact card of the caller. If the caller is not yet in the system, a new contact will be created. Planfix enables you to see the client's personal information, communication history, and purchases, and you can add additional info to the card as needed, such as email or delivery address.
Add phone call recordings to contact or task cards to store them in the system and get quick access as needed. Prepare reports on completed calls broken out by employee or contact and evaluate employee or department performance.
Use Planfix to easily get a feel for employee or department performance. Track calls using the Planfix data tags Call and Missed Mall. If a manager misses a call, Planfix automatically adds a comment to their contact card with a Missed Call data tag. In this way, management can evaluate performance of individual employees or teams.