CRM Integration Management
Integrate Telephony from Flotek with every CRM
Plainwise
Through integration with Plainwise, dozens of additional medical record applications and other CRM's can be linked to Plainwise designed for all industries. This allows a business to access customer information at the touch of a button from Plainwise, and various actions such as initiating a phone call can be performed from there.
Gateway
For this integration, Bubble acts as a gateway. That means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only allows Plainwise to communicate with the dozens of medical record applications, and all other CRM's offered in this marketplace.
Telephony environment
What makes this integration even more interesting is that customers from all industries can now also easily combine their existing telephony systems with Plainwise. This seamless integration offers customers the flexibility to maintain their existing infrastructure while benefiting from the advanced communication capabilities of Plainwise. This also makes it possible to generate notifications in a CRM application for incoming telephone calls, outside of Plainwise. This allows a customer to further optimize their workflow and increase the overall efficiency of their business.
Functionalities
Through the integration method, you gain access to all the functionalities offered by the Plainwise application and the CRM applications you have linked. For example, you might receive a notification displaying customer information from which you can perform various actions (Option A) or a button to directly open the customer details (Option B) in the CRM linked with Plainwise. Contact Plainwise for information about the specific functionalities their platform offers.
Besides the aforementioned gateway feature, Bubble is equipped with many more functionalities. For example, you can activate multiple integrations under the same user at no additional cost, which can be useful if you use multiple software applications within your organization. We have already listed a number of important features for you:
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- Combine Plainwise with all CRM's offered in this marketplace.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Customization
To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.
Technical
Connecting Bubble - and thus the Plainwise Software CRM connector - to your telephony platform or other CRM is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.
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Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
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SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
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Realtime API (company based)
Authentication with CRM application at company level.
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble desktop pop-up
Make use of all the functionalities that Bubble has to offer you
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Application pop-up
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).
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Bubble embedded pop-up
Make use of all the functionalities Bubble has to offer. The pop-up notification is fully integrated into the CRM system itself.
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CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Native Windows applicatie
Bubble is available as a native software application for Windows.
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Native macOS applicatie
Bubble is available as a native software application for macOS
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
What does Bubble benefit your organization?
Calculation
Time saved per year
€
Investment Bubble per year
€
Total investment per year
Potential savings per year
€
Disclaimer: This calculation is based on 45 workable weeks (8 hours per day). This calculation does not take into account any one-time investments or any license fees charged by the CRM vendor. No rights can be derived from this calculation.
- Saving time by not having to ask for the customers name
- Answer the phone in a customer-friendly and personal way
- Improve team interaction by immediately seeing which colleague has had contact
- No manual and incorrect entering of customer data
- Instantly see who and why someone is calling
- More time and attention for the customer which leads to better customer satisfaction
- Calling directly from the customer data of your software application
- Connecting multiple software applications within the organization? No problem with Bubble!
- All functionalities this integration has to offer
- When transferring the call to your colleague the customer details are also transferred