Twilio Connector/DocuSign Connector

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Presentation Description

OutrightCRM Twilio can provide the “Click to Call” functionality to the CRM users plus admin can manage the multiples phone number. OutrightCRM gives the Twilio live sync functionality (Real-time synchronization without any delay). It provides the multiple features like click to call, SMS conversations, SMS template. Call tracker, SMS tracker, attached the call or SMS to the CRM records.

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Presentation Transcript

Twilio connector:

Twilio connector OutrightCRM Twilio can provide the “Click to Call” functionality to the CRM users plus admin can manage the multiples phone number. OutrightCRM gives the Twilio live sync functionality (Real-time synchronization without any delay). It provides the multiple features like click to call, SMS conversations, SMS template. Call tracker, SMS tracker, attached the call or SMS to the CRM records. It allows your OutSystems Applications to use the  Twilio  API to send messages and make voice calls to end users.

Drip campaigns :

Drip campaigns Drip Campaigns engages your leads in a highly-personalized manner. Your customers are heart of business, they need personal attention. It takes them according to their preferences and activates. It is automated and scheduled like regular campaigns. It gives you choice on a day basis and many more specific rules. Set different templates for different days. Set rules for different templates.  Supports Parsing

DocuSign Connector:

DocuSign Connector DocuSign Connector provides electronic signature technology and digital transaction management services for facilitating electronic exchanges of contracts and signed documents. DocuSign’s features include authentication services, user identity management, and workflow automation. Live Sync between DocuSign and SuiteCRM . Completed document can see/ preview or downloaded instantly after they completed/signed. Customer history maintained. If a customer does not exist, it will be created in CRM.

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