Is your system among them?
When the phone rings, Haus iT Caller ID asks your own system directly – no copy of your customer base, no nightly sync. These 58 systems are connected. What each of them delivers is stated in its row: we only tick what the system really gives us. The only exception is DATEV: there, the contacts are imported.
7,90 € per user per month – for all systems together. Not per system: whether you connect one or five makes no difference to the price. From 2 users, cancellable monthly. The portal itself, setting it up and connecting cost nothing.
- The phone rings Incoming call
- Webex reports the number
- Haus iT Caller ID standardises it
- Your CRM or ERP looks it up Your customer data stays here
- The sidebar names the caller
- 58 of 58 Finds by phone number
- 54 of 58 Finds by name
- 31 of 58 States the company
- 22 of 58 States the customer number
- 17 of 58 Links into the record
- 27 of 58 Writes the call note back
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ActiveCampaign
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
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Axonaut
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
- BeeL ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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bexio ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: yes States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Billage ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Bitrix24 CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
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Capsule CRM
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
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Copper
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
- DATEV Other Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back Contacts are imported from DATEV (data processing under § 62a StBerG). Calls go back into the DATEV telephone journal. What this connector can do →
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EspoCRM
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
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ForceManager (Sage Sales Management)
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
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Holded
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: no
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
- HQ Rental Software CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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HubSpot
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
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JTL-Wawi
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
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Kommo
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: no
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
- leadmy CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: yes States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
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Magicline
Other
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
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Microsoft 365 (Outlook) Directory service Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
- Microsoft Dynamics 365 Business Central ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
- Microsoft Dynamics 365 Sales CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: yes States the customer number Links into the record: yes Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Mobilia CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: yes States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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MOCO CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
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monday.com
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
Odoo
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
onOffice enterprise
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
- Oracle B2C Service CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
- Oracle Fusion Cloud B2B Service CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
- Oracle Fusion Cloud CX Sales CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
- Oracle NetSuite ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
- Oracle Siebel CRM CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
-
orgaMAX Buchhaltung
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
-
Pipedrive
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
Pipeliner CRM CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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plentymarkets (PlentyONE) ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: yes States the customer number Links into the record: no Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
-
Propstack
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
- Reonic CRM Finds by phone number: yes Finds by phone number Finds by name: no Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
-
Salesforce Sales Cloud
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
SAP Business One
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
SAP Cloud for Customer
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
SAP S/4HANA
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
-
SAP Sales Cloud und Service Cloud V2
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
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Sellsy CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Shopify ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Shopware 6 ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: yes States the customer number Links into the record: yes Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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SuperOffice CRM CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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SuperOffice CRM On-Site CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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TANSS
Other
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
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Teamleader Focus CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
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televero CRM Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: yes States the customer number Links into the record: yes Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
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Vtiger CRM CRM Finds by phone number: yes Finds by phone number Finds by name: no Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: yes Links into the record Writes the call note back: no Writes the call note back What this connector can do →
-
weclapp
ERP / inventory management
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
- WISO MeinBüro ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: yes States the company States the customer number: yes States the customer number Links into the record: no Links into the record Writes the call note back: no Writes the call note back What this connector can do →
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Xentral ERP / inventory management Finds by phone number: yes Finds by phone number Finds by name: yes Finds by name States the company: no States the company States the customer number: no States the customer number Links into the record: no Links into the record Writes the call note back: yes Writes the call note back What this connector can do →
-
Zendesk Sell
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: yes
Writes the call note back
What this connector can do →
-
Zendesk Support
Other
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: no
States the company
States the customer number: no
States the customer number
Links into the record: yes
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
-
Zoho CRM
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: no
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
-
zvoove Recruit
CRM
Finds by phone number: yes
Finds by phone number
Finds by name: yes
Finds by name
States the company: yes
States the company
States the customer number: yes
States the customer number
Links into the record: no
Links into the record
Writes the call note back: no
Writes the call note back
What this connector can do →
No system matches this selection.
All systems compared
The same information as above, only one below the other instead of side by side – for anyone who wants to compare systems rather than look one up.
A missing tick is not a shortcoming. Many systems simply do not keep the field – an ERP system often has no customer number in the sense a CRM does. What matters is the first column: without a search by phone number, the rest has no effect.
| System | Kind | Finds by phone number | Finds by name | States the company | States the customer number | Links into the record | Writes the call note back |
|---|---|---|---|---|---|---|---|
| ActiveCampaign | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| Axonaut | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| BeeL | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| bexio | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Billage | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Bitrix24 | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Capsule CRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| Copper | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| DATEV | Other | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| EspoCRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| ForceManager (Sage Sales Management) | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Holded | ERP / inventory management | Finds by phone number: yes | Finds by name: no | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| HQ Rental Software | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| HubSpot | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| JTL-Wawi | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Kommo | CRM | Finds by phone number: yes | Finds by name: no | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| leadmy | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: yes |
| Magicline | Other | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Microsoft 365 (Outlook) | Directory service | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Microsoft Dynamics 365 Business Central | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Microsoft Dynamics 365 Sales | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: no |
| Mobilia | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| MOCO | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| monday.com | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Odoo | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: yes |
| onOffice enterprise | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Oracle B2C Service | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Oracle Fusion Cloud B2B Service | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Oracle Fusion Cloud CX Sales | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Oracle NetSuite | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| Oracle Siebel CRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| orgaMAX Buchhaltung | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Pipedrive | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Pipeliner CRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| plentymarkets (PlentyONE) | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| Propstack | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| Reonic | CRM | Finds by phone number: yes | Finds by name: no | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| Salesforce Sales Cloud | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| SAP Business One | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| SAP Cloud for Customer | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: yes |
| SAP S/4HANA | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| SAP Sales Cloud und Service Cloud V2 | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| Sellsy | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Shopify | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| Shopware 6 | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: no |
| SuperOffice CRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| SuperOffice CRM On-Site | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: no |
| TANSS | Other | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Teamleader Focus | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: yes |
| televero | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: yes | Writes the call note back: yes |
| Vtiger CRM | CRM | Finds by phone number: yes | Finds by name: no | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: no |
| weclapp | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: yes |
| WISO MeinBüro | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: no |
| Xentral | ERP / inventory management | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| Zendesk Sell | CRM | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: no | Writes the call note back: yes |
| Zendesk Support | Other | Finds by phone number: yes | Finds by name: yes | States the company: no | States the customer number: no | Links into the record: yes | Writes the call note back: no |
| Zoho CRM | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: no | Links into the record: no | Writes the call note back: no |
| zvoove Recruit | CRM | Finds by phone number: yes | Finds by name: yes | States the company: yes | States the customer number: yes | Links into the record: no | Writes the call note back: no |
And what becomes of the calls?
The connector answers the first question: who is calling. The second comes afterwards – what became of the call. That is what sales monitoring is for: the same call data, evaluated by customer rather than by minutes.
Sales monitoring: which customers are spoken to
Everything in detail: how the day fills up, the call log with filters, call queues with those who gave up and waiting time, employees and departments, customers reached and customers not called for a long time, response time to missed calls with a list of those never called back, talk time per customer – with export as a table. Reports are included.
Not how much was called, but with how many customers. Anyone who only knows the number of calls sees a full day – and not whether anyone was actually reached.
- Availability: how many callers hung up before anyone picked up – per hunt group and per time of day.
- Customers touched and customers reached: counted per call and per customer, not per record. A call that rings through five handsets stays one call.
- Daily pattern and queues: when it gets tight and where the callers are lost.
- Per employee, if you want it – with the co-determination that goes with it.
The service can be booked independently of the Webex tile: it needs no approved app and no Webex client, only the call data the portal synchronises anyway.
Reports on individual employees are subject to co-determination under § 87 (1) no. 6 of the German Works Constitution Act. Clarify their introduction with your works council before using the service – the portal rates no one and makes no decisions, but it does show figures on individual people.
190,00 € / month plus VAT
per company: everything in detail – how the day fills up, call log, call queues, employees and customers. Reports included. 50 lines included; for each further block of 25 started, 50,00 € is added
The portal itself – connection to Webex, retention of call data and number book – remains free, with no limit on workplaces.
Your system missing?
Then that is not a refusal. A connector needs two things from your vendor: an interface that answers a phone number, and a read-only account. Both are built in a day – we have written the guide for it.