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Q.

How can I integrate my Yay.com phone system with Capsule CRM?

A.

Synchronise your contacts using Capsule CRM with your business telephony system at Yay! 

 

Use the various features of Capsule CRM to manage your Tasks & Calendar, Sales Pipeline, Teams and Roles, Reports and Contacts while Yay.com presents the information to you as soon as a contact calls in, making the whole experience more streamlines for your business. 

 

Yay.com can match the Caller ID of the inbound call to one of your contacts, allowing you to grab their previous call logs, manage their voicemails and see all phone interactions at the click of a mouse. 

 

To get set up with Capsule CRM, just follow the steps below: 

 

To take advantage of the Click to Dial feature that Capsule CRM works with, you'll need the Yay.com Click to Dial Chrome extension! We have an FAQ to set that up Here

 

Capsule CRM integration is a feature of our Enterprise plan and you can take a look at all the other business VoIP features we offer on our Compare Plans Page.

Yay.com FAQ
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