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
Daktela CRM allows unlimited attachment storage for contacts or accounts, including contracts, images, and other documents, as well as creating and storing structured contact forms.
Import and Export
Our CRM supports bulk import and export of contacts and customer accounts in CSV and Excel formats, with customizable columns and saveable 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
Let your agents focus on meaningful tasks
Use voicebots and chatbots for routine communication. Automate repetitive tasks and get insights into your activities. Make your agents' work easier with our Copilot.
