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States requiring disclaimer for outbound calls (c2c)

Certain states require a disclaimer before recording in a two party consent state. In these states, the customer needs to approve the recording. Adding a disclaimer messaging for outbound calls and getting approve is required to record the call an...
Guest over 2 years ago in Integrations 1

Link to client record in CRM from Call in portal and vice versa

CarWars has this feature and therfore it is an AMSI client request In Carwars when looking at a call detail there is a button or link that says open in eleads and when the user clicks this the customer record with the call opens in eleads. Client ...
Kirstie Thomas over 2 years ago in Integrations 3

One phone number for agents - Texting into CRM (Mirror DriveCentric)

Goal: Have 100% of the agent communication tracked for Dealerships in the CRM by utilizing CallRevu's agent-specific numbers. Missing Piece: Dealerships are encouraged to get every ad source monitored when they are demo'd/onboarded with CallRevu t...
Katie Wagner over 1 year ago in Integrations 0

Add employee to a team when creating the employee roster entry

I think it would be very conducive if you added the option of "add to team" on the ADD Employee dialog. This would increase the probability of Dealership clients utilizing this new feature.
Guest over 1 year ago in Integrations 0

Add Transcriptions to DriveCentric CRM Integration

Client wants to have transcriptions added to the DriveCentric CRM integration.
Guest over 3 years ago in Integrations 0

CDK 180 Integration

Set up a CRM integration with CDK180 a Candian CRM
Tim Heher almost 3 years ago in Integrations 0

Tracking customers have no access to the employee roster to add/update or remove staff

Recently the Employee link was removed from Telephony and Insights in eLead and Vin respectively. This was the only way those users could add to their rosters, as the option is not in CI tracking. It is crucial to add staff to the roster when usin...
Melissa Parvis about 3 years ago in Integrations 0