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Is it possible to incorporate CRM with dialer using API if so how? or will CRM company or Dialer company assist in setting this up? if so who?
If you are willing to consider a move from Zoho, we have an integration point with Five9 that can be setup for you. Once the call center rep books an appointment, the contact is created within AgencyBloc and assigned to the appropriate agent.
AgencyBloc, Inc.
866-338-7075
Reviving an old post, but for those using Zoho and looking for a dialer...
Twilio is about the cheapest option. Especially if you don't have a large call center, or dailing ALL day. There is only 3 people using our system at random times, so I didn't want to pay a monthly fee per user. You pay by the minute. So my CC gets charged every couple weeks or once a month, to "re-charge" my balance. I pay for 3 lines, which are each $1 per month, and includes txt messaging and incoming/outgoing calls. You can also pay for recording.
My only complaint is that it's not turn-key. There are probably lots of other things it can do, but I don't know how to set it up. The biggest plus for me is simply being able select a lead, and click "call."
Interesting. I use the same thing - Zoho + Twilio. I've been using that system for a while now.
However, I can't send or receive text messages. I knew Twilio has that ability, but I did not know how to get that integrated with Zoho. How did you set that up? (I also contacted Zoho to ask them... but thought others might find it helpful on the forum)
I hired someone in India. Found him by searching Zoho on Fiverr. I have no idea how it works, but you it says "OpenVBX - Powered by Twilio" at the top. I guess he set it up as an extra page on my web domain, because the site I login to insertyourdomainhere (dt) com /twilio. It's look kind of dated, but works. I'm sure there are better solutions out there, but I don't send txts from my Twilio line often, so it's not a big deal.
DM me if you want his contact info.
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For those interested.... Light use of Twilio costs me less than $20 a month for 3 lines, recording of incoming and outgoing calls, voicemails transcribed and txt messaging.