The phone rings. On the line is a customer asking about an invoice. WISO MeinBüro holds everything: quote, invoice, payment received. But the search only starts once the caller has given their name.
Why MeinBüro knows nothing while the phone rings
WISO MeinBüro knows your customers with all their numbers. During a call, that helps little:
- MeinBüro Web has no telephony. It never learns who is calling.
- MeinBüro Desktop only dials out. It does not show incoming calls.
- The number is in Webex, the customer in MeinBüro. In between lies retyping.
Haus iT Caller ID connects the two. When the phone rings, the number is searched in your MeinBüro, and the result appears where you take the call: in Webex.
What it looks like with Haus iT Caller ID
While the phone rings, name, company and customer number from WISO MeinBüro appear in the Webex sidebar. If someone calls whom MeinBüro does not know yet, you create them as a customer from the tile – with their number.
- The phone rings Incoming call
- Webex reports the number
- Haus iT Caller ID standardises it
- Your WISO MeinBüro looks it up Your customer data stays here
- The sidebar names the caller
- The phone ringsThe number is searched in MeinBüro
- The name is thereName, company and customer number
- Unknown?Create as a customer from the tile
| Without the connection | With Haus iT Caller ID | |
|---|---|---|
| Who is calling | only after answering | while it rings |
| Customer number | search in MeinBüro | shown in Webex |
| Contact persons | look up by hand | recognised as well |
| New caller | type in later | create from the tile |
What you gain
- Nothing to install. The tile sits in the Webex client – in the office, at home and on the road.
- Every usual notation. Whether “05555 123456”, “05555123456” or “+49 5555 123456” – all of them are searched.
- Phone, mobile and contact persons. If the customer calls from a mobile or their accounts department calls, they are still recognised.
- Search by name. In the tile you can also find a customer by name.
- Suppliers and tradespeople in the number book. Anyone who is not a customer in MeinBüro you enter once in the number book – it applies to everyone in the company.
- Open callbacks. Missed calls stay in the tile until someone has called back.
Setting it up
- Create your own extension in MeinBüro – in the Marketplace, with the access “Kunde lesen” (read customer). You do not need to submit it; as a draft it works right away.
- Enter API key and secret in the portal. The third value, the ownership ID, the portal takes over by itself when you click “Erweiterung testen” (test extension) in MeinBüro.
- Also grant “Kunde erstellen” (create customer) if unknown callers should be created from the tile.
- Approve the app in Webex – once in Control Hub.
What it cannot do
- No jump into the customer record. MeinBüro does not open during the call; name, company and customer number are shown in Webex.
- No call note in MeinBüro. Nothing is written back – only new customers are created, if you allow it.
- MeinBüro Web only. The interface is available in the Auftragswesen and Warenwirtschaft plans.
In short
WISO MeinBüro knows your customers. With Haus iT Caller ID your team knows them too – while the phone is still ringing.
Frequently asked questions
Can WISO MeinBüro make phone calls itself?
Only in one direction: MeinBüro Desktop dials a number through the phone system. It does not show who is calling, and MeinBüro Web has no telephony. Haus iT Caller ID closes this gap – the name appears in Webex.
Does it work with MeinBüro Web or also with Desktop?
The connection uses the interface of MeinBüro Web. It is included in the Auftragswesen and Warenwirtschaft plans. If you work with MeinBüro Desktop, talk to us.
Do I have to import my customers into Webex?
No. When the phone rings, your MeinBüro is searched directly. No copy of your customer base is created – neither in Webex nor with us.
Are contact persons recognised too?
Yes. The search covers phone 1, phone 2 and mobile of the customer and the numbers of their contact persons – in the usual notations, with spaces, in one piece or +49.
Do I need a new phone system?
You need Webex Calling, whoever provides the line. The call has to arrive in the Webex client – that is where the name appears.
What does it cost?
The portal with the Webex connection and the number book is free, with no limit on workstations. The tile is billed per user, the reports per company.