If you still use ordinary telephones in your
office, chances are you're missing out an important tool.
Integrating virtual PBX
Technology has advanced, and you can save money
by using IP telephony for incoming and outgoing calls. Your telephone provider probably offers
virtual PBX, which lets you accept calls on the computer or using a SIP phone.
provider doesn't offer virtual PBX, you have other options: you can use any cloud PBX, which you
can easily add phone numbers to.
Planfix doesn't sell communication services—you
should use the channels and providers that make sense for your business. Our virtual PBX
integration simply makes it easier to manage incoming and outgoing calls:
You can see who is calling and what their
professional relationship is to you while the caller is still hearing the dial tone.
All calls are sent to Planfix
After you finish a call, your work has just
begun: a task is created or a comment is added to an existing task; a reminder is set; and next
steps are planned. You can listen to recorded calls at any time, and you can discuss call
recordings with employees as needed.
Forgetting about a call once it's over? No way!
You can use reports to learn about incoming,
outgoing, and missed calls, in the section about employees and clients. The Planfix report
builder makes it easy to create additional reports in other sections as needed.
Reports will show who is working
After you receive a request from a client through
Facebook or VKontakte, you may continue communicating with them by phone or email. The entire
history of your interaction will be kept in one place available to those you work with. That
means that your manager or coworkers will be able to access the history and familiarize
themselves with it as needed.
Bringing together discussions from various
If you aren't
using cloud PBX yet, now's the time to start. Used in conjunction with Planfix, cloud PBX not only
saves you money, but it also makes your company work much more efficiently and makes your clients