Haus iT Caller ID for Webex Calling

Setup – step by step

1. Request an account: write to vertrieb@haus-it.de or arrange an appointment. You will receive access to the hausit-portal.de portal.
2. Sign in to the portal – with a password or directly with your Webex account.
3. Connect the phone system: under “Organisation”, establish the Webex connection. Your Full Administrator with the Compliance Officer role grants it; it covers the call data of your organisation.
4. Connect CRM or ERP: under “Systems”, select your system and store the credentials. The portal checks the sign-in right away and tells you whether it works.
5. Store personal credentials (optional): every employee can enter their own CRM account under “My access”. Then each person sees exactly the contacts released to them in the CRM when the phone rings.
6. Open the tile: in the Webex client, start “Haus iT Caller ID” from the sidebar and pair it once with the portal.
7. Done. On the next call the name appears in the sidebar.

Frequently asked questions

Does the Haus iT Caller ID listen in on calls or record them?

No. There is neither listening in nor recording. What is processed is the number, the time and the duration of a call – the same details your phone system already holds. The number serves solely to look up in your own systems who is calling.

How often is the caller actually identified?

At one customer with a connected Odoo: 81,9 % of incoming calls, measured over 30 days, as of 30.09.2026. Counted per call, not per number – someone who calls twenty times is twenty ringing moments. The CRM alone resolved 16.8 %; the rest comes from the Outlook address book and your own number book. We know of no other provider who even measures this figure.

What happens if the caller is not in the CRM?

Then the search continues: first the CRM, then the Outlook address book of the person called, finally the company’s own number book. If the caller remains unknown, create them with “+” in the tile – in the CRM, in Odoo straight away in the right company and category, or in the number book. From then on the whole company knows them, not just that one desk. The tile suggests the storage location by department; it can be changed every time a contact is created.

Does every employee see the same customer data?

Only if that is what you want. Every user can store their own CRM credentials; whatever they leave empty comes from the organisation’s access. They then see exactly what they would see in the CRM itself – and your system’s log shows their name, not that of a shared account. IT can also enter the credentials for them; who stored them is recorded.

How quickly does the name appear in the sidebar?

About 250 milliseconds. Measured on 3 September 2026 across 25 numbers that had never been looked up before; not a single lookup took longer than 400 milliseconds. The name is therefore there before the hand reaches the receiver.

Which CRM and ERP systems are connected?

58 systems today: ActiveCampaign, Axonaut, BeeL, bexio, Billage, Bitrix24, Capsule CRM, Copper, DATEV, EspoCRM, ForceManager (Sage Sales Management), Holded, HQ Rental Software, HubSpot, JTL-Wawi, Kommo, leadmy, Magicline, Microsoft 365 (Outlook), Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Sales, Mobilia, MOCO, monday.com, Odoo, onOffice enterprise, Oracle B2C Service, Oracle Fusion Cloud B2B Service, Oracle Fusion Cloud CX Sales, Oracle NetSuite, Oracle Siebel CRM, orgaMAX Buchhaltung, Pipedrive, Pipeliner CRM, plentymarkets (PlentyONE), Propstack, Reonic, Salesforce Sales Cloud, SAP Business One, SAP Cloud for Customer, SAP S/4HANA, SAP Sales Cloud und Service Cloud V2, Sellsy, Shopify, Shopware 6, SuperOffice CRM, SuperOffice CRM On-Site, TANSS, Teamleader Focus, televero, Vtiger CRM, weclapp, WISO MeinBüro, Xentral, Zendesk Sell, Zendesk Support, Zoho CRM, zvoove Recruit. We connect others on request, provided the system has an interface.

Does software have to be installed on the workstations?

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

What does the Haus iT Caller ID cost?

The portal itself is free – connection to Webex, retention of call data and number book, with no limit on workplaces. It is the foundation; everything else builds on it and is booked separately: the reports as simple statistics at 49,00 € per company and month, the Webex tile at 7,90 € per user and month, the power dialler at 24,90 € per user and month in addition to the tile, the call centre at 9,90 € per user and month for those at the phone, sales monitoring with call log, queues, employees and customers in detail at 190,00 € per company and month for 50 evaluated lines – extensions, groups and queues –, reports included; for each further block of 25 started, 50,00 € is added. On top, a service contract for all extensions, either Haus iT-Service during business hours for 4,90 € or Haus iT-Service-PLUS around the clock for 9,90 € per extension and month; both levels are only available individually and with a minimum term of twelve months. All amounts plus VAT, without a setup fee; everything else can be cancelled monthly.

Does the power dialler dial by itself?

Yes. It takes the next contact from a call list and has the Webex client dial it; after hanging up and an adjustable wrap-up time, the next one follows. The list comes from your CRM – by tag, campaign or picked one by one – or from an Excel table. The automation can be switched off per company; then one click per call is enough. Before a list is created, a preview shows how many entries match the filter; the list is assigned straight away to the person who works through it.

Is the Call centre module call centre software?

No, it complements Webex Calling without changing your telephony. Call distribution, queue callback and recording come with Webex itself; the live overview, silent monitoring and whisper are added by Cisco’s “Customer Assist”. The module adds what is missing there: the caller from your CRM or ERP, open callbacks with take-over, an outcome after every call and an evaluation without names. A wallboard with waiting callers and silent monitoring are not part of it.

How does the app prevent unlawful sales calls?

Only your company knows whether consent has been given – no software can judge that. The app enforces what you set: a blocklist that is filled with one click during the call, calling hours and an attempt limit per phone number (default: 2 attempts a day, 120 minutes apart, 6 in 30 days), counted across all staff.

How long is call data stored?

60 months, after which they are deleted automatically. If you want to keep them for less time, you set the period in the portal yourself – and see there what was actually deleted.

What is needed to get started?

A Webex Calling account – telephony over Webex, ideally through Haus iT Service & Vertrieb –, an account for the Haus iT portal, a CRM or ERP system with an interface and, once, for the approval, a Webex full administrator who also holds the “Compliance Officer” role. Setting it up takes one morning.

Where is the data processed?

Operation and data storage take place in Germany. Processing is carried out on your behalf under Article 28 GDPR; a data processing agreement is concluded with every customer.