The integration allows sales managers to initiate and receive calls directly within the OkoCRM interface. By clicking a phone icon in a client or deal card, the call is routed through the MANGO OFFICE Virtual PBX. All communication history is automatically logged in the system, reducing manual data entry tasks.
The system identifies callers automatically. For known contacts, calls are routed to the assigned manager, while new numbers trigger the creation of a contact or deal. Additionally, the integration tracks missed calls and can automatically assign follow-up tasks to ensure no client interaction is overlooked.
The solution incorporates artificial intelligence to transcribe calls and generate summaries. This feature aims to streamline quality control processes, potentially saving staff up to 8 hours per week on manual call auditing. The integration is currently available to all OkoCRM users via the OkoStore platform.