Feature
CRM Screen Pops — complete customer context instantly
The moment a call arrives, our platform automatically queries your CRM and displays the customer's complete record on the agent's screen. No manual lookups, no delays, no missing context.
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Automatic Lookup
Caller ID triggers instant CRM queries across multiple databases. Contact details, purchase history, support tickets, and custom fields appear before the agent even answers.
Benefit: Agents start every conversation with full customer context, improving service quality and efficiency.
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Multi-System Display
Pulls data from your CRM, ERP, billing system, and helpdesk simultaneously. All customer touchpoints displayed in a single, unified view within the agent interface.
Benefit: Complete 360° customer view eliminates the need to check multiple systems during calls.
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Real-Time Updates
Screen pops update dynamically during the call as agents create notes, change records, or process orders. Multiple agents can see live updates to the same customer record.
Benefit: Always current information prevents conflicting updates and ensures data accuracy.
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Permission-Based Display
Sensitive customer data like payment details, medical records, or financial information is shown only to agents with appropriate permissions and security clearance.
Benefit: Maintains data security and regulatory compliance while providing necessary customer context.
