Itris ViewPoint

Outbound call possibilities CRM

• Click to dial from CRM
  Start an outgoing telephone call with one mouse click from your CRM application or any website.
• Hotkey dial from CRM
  Is a phone number not clickable in your CRM? With this function you can still make a call.

Integration features

• Multi result pop-up
  Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call registration
  Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
• SearchBar
  Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.

Integration type

• Realtime API (company based)
  Authentication with CRM application at company level.

Pop-up type

• Bubble desktop pop-up
  Make use of all the functionalities that Bubble has to offer you

Action Buttons

• CRM specific buttons
  CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.

Standard Bubble pop-up functions

• Pop-up notification
  With an incoming, outgoing and forwarded call, an immediate notification with customer information.
• Content pop-up customization
  Determine the content of the pop-up per user, department or organization with info from your CRM application.
• Screen & position customizable
  Working with multiple screens? Decide at which screen and in what position you want to see the pop-up.
• Single sign-on
  No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
• Auto-hide
  Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.
• Multi-languages
  Determine the language of the content in the pop-up by adding the words in the language of your choice.
• Mute
  Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.
• Hide internal callers
  Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.
• Sorting result
  Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
• Click to dial
  Start an outgoing telephone call with one mouse click from any website.
• Hotkey dial
  Is a phone number not clickable in your CRM? With this function you can still make a call.
• Recall conversations
  In one click, the completed conversation popups can be retrieved to show the information again.
• Call back
  You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
• Talk duration timer
  During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
• Call history
  Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
• Call notes
  Immediately record your conversation info in a note so that all information is visible to your colleagues.
• Multi-tenant mode
  With this function you are able to be logged in with multipleaccounts at the same time from one workplace.
• Multiple profiles
  You can configure multiple profiles so that you as a user are able to switch quickly to another profile.
• Updates
  With a Bubble license you are always entitled to the latest functions that can be installed with one click.
• Native Windows applicatie
  Bubble is available as a native software application for Windows.
• Native macOS applicatie
  Bubble is available as a native software application for macOS
• Automations
  Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
• Number notation
  If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.

Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

• Open relation
• Custom Action (standard button)
• Send E-mail (standard button)
• Callback request (standard button)
• Call Control (standard button)*
• Send WhatsApp message (standard button)
• Send Microsoft Teams message (standard button)
• Open SearchBar (standard button)

Parameters

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

• viewpoint_name
• viewpoint_date_of_birth
• viewpoint_deceased
• viewpoint_deceased_date
• viewpoint_email
• viewpoint_email_business
• viewpoint_gender
• viewpoint_home_phone
• viewpoint_home_phone_secret
• viewpoint_id
• viewpoint_initials
• viewpoint_marital_status
• viewpoint_mobile_phone
• viewpoint_role
• viewpoint_social_security_nr
• viewpoint_surname
• viewpoint_surname_prefix
• viewpoint_website
• viewpoint_work_phone
• viewpoint_address_secret
• viewpoint_address_type
• viewpoint_city
• viewpoint_country
• viewpoint_end_date
• viewpoint_house_number
• viewpoint_house_number_suffix
• viewpoint_address_id
• viewpoint_municipality
• viewpoint_postcode
• viewpoint_address_start_date
• viewpoint_street

Phone systems