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Bellevue and Seattle Home CRM Dialer Integration

Build a smarter communication service within your application. A smart and affordable CRM solution.

The Challenge Summarized

Phones greatly affect the daily communication of sales and customer service professionals. Handling sales and customer service over the phone with a CRM that isn’t integrated with a dialer, could result in lost leads and sales. The biggest performance improvement you could make to address this issue is using dialer CRM integration with a real multi-mode dialer.

The Vision Behind the App

The company envisioned a way to improve Bellevue and Seattle Home CRM’s functionalities. They aimed to increase user satisfaction by making their CRM platform easily accessible and flexible. Their upgrade sought to involve:
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1.Easy calls
2.Cheap services
3.Higher flexibility
4.Text automation

After becoming familiar with Elitepath Software’s experience on the matter, they decided to trust us with the new implementation.

The Elitepath Solution

Elitepath Software extended the Client’s existing CRM platform by implementing a PowerDialer module. Using Twilio cloud communications platform services, we added module communications functionality such as Voice, SMS, and Call forwarding. The UI/UX was implemented using the latest technologies, leveraging popular layout frameworks and a modern visual approach. The dialer UI was rendered as a popup dialog on the screen.

Skills Involved:

CakePHP
Javascript
JQuery
Twilio
Responsive Design
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