With our user-friendly CRM module, you can easily import companies and contacts you work with. Keep their calls and messages across all channels in one place, and maintain a clear overview of your communication volume.
Client and partner database always at Your fingertips
Automatic communication history
Daktela CRM provides an automatic communication history for each contact and account, including helpdesk tickets. This history is instantly available to agents ahead of any customer contact.
Configure the CRM structure
Within our CRM you can decide how you want the customer contact card to look. You can include any relevant data fields within each card which are appropriate to a specific customer type.
Automatic opening of the CRM card
Daktela can automatically open the relevant contact card with the entire communication history and all helpdesk tickets on inbound customer’s request.
Attachments and contact forms
Within the Daktela CRM you can can store an unlimited number of attachments to individual contact or customer accounts. These can include contract documents, pictures, or any other relevant documents. You can also create and store your own structured contact forms.
Import and Export
Our CRM provides the ability to bulk import and export contacts and customer accounts. Supported formats are CSV or Microsoft Excel. It is possible to define which columns and items will be exported or imported and you can save schema templates for future use.
Fulltext search
Daktela CRM provides an easy to use full-text search function across all communication channels using intelligent word spotting. It is also possible to create search filters and save them for future use.
Advanced features
API and synchronisation with external systems
Advanced call routing based on CRM data
Snapshots – history of changes
AI
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