Know who is calling before you pick up.

Recognise who is calling

When the phone rings, the Webex tile shows the name – looked up in your CRM or ERP, in the Outlook address book or in your own number book. After the call you write the note straight into the record.

58 systems connected

Call without searching

The power dialler works through a call list by itself. The list comes from your CRM – by tag, campaign or picked one by one – or from an Excel table; every outcome goes back as a note.

Before creating, a preview shows what matches the filter. The list is assigned immediately.

The blocklist, calling hours and an attempt limit per phone number apply to the automation as well as to the button. Who may a power dialler call?

See whom your team talks to

Sales monitoring shows which customers were spoken to, which ones nobody has reached for weeks and how quickly missed calls are returned – per location and department. In Call centre, everyone at the phone sees which callbacks are open and who has taken them over – and taps the outcome after the call.

The name is there before you pick up

The name, the stored picture and – depending on the system – company, customer number and the most recent transactions. From the system where they are maintained anyway: no second set of data for someone to keep current.

One click into the record

Straight from the sidebar into the customer record in your CRM – no search box, no copying the number. If you work with a desk phone, you call back from there.

Done during the call, not afterwards

Take notes, create a ticket or an opportunity, schedule the agreed callback as a task – in the sidebar, while you are still talking. After you hang up, only the outcome is missing.

Which of these your system accepts is listed in the wiki for each system.

Missed calls do not slip through

Everyone sees their open callbacks, longest waiting first. Whoever calls back takes it over – colleagues see it immediately. A callback is only done once someone has really spoken. Missed call: who calls back?

Your own number book

Whatever no CRM knows – suppliers, public authorities, recurring callers – you enter once yourself. In one measurement 20 entries raised the recognition rate by 28.6 points.

Create unknown callers straight away with “+” in the tile – in the CRM or in the number book. Where a new contact belongs

When something about the number cannot be right

The tile warns you when the number shown cannot exist at all – because there is no such area code, for instance – or when it appears on the official measures list of the German regulator. You see it before you pick up.

What we do not claim: to recognise a forgery as a forgery. Nobody can – in Germany a phone number carries no signature. Why a phone number carries no signature

Reports that answer questions

Availability per hunt group, waiting times, calls per site and department. Counted per call, not per record – otherwise a hunt group with seven phones counts every call seven times.

Calling without retyping

Select a phone number anywhere – in an e-mail, on a web page, in a PDF – and call it with Ctrl+Y. The call goes out through your Webex, without switching windows.

Click-and-Call is included in Haus iT Caller ID – at no extra charge.

Nothing to install

The tile runs inside Webex, the portal in a browser. No rollout to workstations, no background maintenance, no change to your phone system.

The only exception is Click-and-Call: for that a small program runs on the computer – voluntary, without administrator rights, and only for those who want the key.

Greeting people by name

During the call the assistant asks us about the phone number and receives the name, company, customer number and the source. That lets it greet the caller by name instead of asking for a customer number.

The lookup gives out nothing more: no address, no e-mail address, no link into your CRM.

The note ends up in the right record

Whatever was discussed, the assistant writes back – into the system where the customer is kept anyway. No log sitting with us that nobody reads.

Reading and writing are separate rights. An assistant that is only meant to greet gets no write path – and then cannot create anything either.

Handover to a person without a break

When the assistant passes the call on, the tile shows the same person – from the same source, not from a second one. The caller does not have to say their name twice.