The goal of the phone integration is to provide your sales reps the ability to do their job more efficiently. When a customer calls in they can be automatically routed to the correct person. In addition your sales rep can have the incoming caller's info in front of them immediately without having to search for a name.
All phone call history is integrated with our CRM tab allowing you to have log of contact history and know which customers haven't been reached in a while.
Our phone system is not (yet) a replacement for a local physical phone, and you'll still need to have a cell phone or land line available that we can forward calls to.
See stats of your sales reps to verify worker performance
Phone bar is used to make calls, send texts, transfer calls, and pull up caller's lead info
Setup and Usage
Our Workers and CRM add-ons are not required to use the phone system, but they will enhance the usage of it. You'll have access to one worker profile to setup your phone numbers, but if you need more you'll need to subscribe to the workers add-on.
1. Go to Settings->IO Phone (under Integration) and order a new number (or contact us to initiate transferring your existing number over.
2. Configure your worker ring schedule
Schedule your worker's phone ringing schedule easily, set a lead filter so their phone only rings in certain scenarios (for example if they are the sales rep or only for commercial clients)
3. Configure your voicemail by clicking voicemail at the bottom. Example voicemail ring schedule
Example voicemail configuration
4. Activate Alert
Email alerts are sent for Missed Calls and Voicemails (Activate under Settings->Alerts)
5. Turn on worker permissions
Setting Up Voice Menu
The actual voice menu will have to be recorded under (Settings->IO Phone->settings at the top right). To set up the extensions, you can turn on extensions (Settings->IO Phone->settings at the top right->Use Extensions: Yes), then on the worker’s ring schedule ((Settings->IO Phone->Schedule button to the right of a worker) you can enter one or more extension (1, 2, 3, etc.) via the Auto-Attendant Extension(s) input at the bottom, then click save. When your IO Phone number is dialed, the customer should be prompted with their custom recording (press 1 for…, 2 for…) and after dialing that extension, they will be connected with the worker associated with that extension.