Calls are contact points that should not be lost. Telephony in Orderry combines calls, automation, and analytics in one interface. Let's see what telephony features are available and how to use them in practice.
Getting started with telephony
First, connect telephony provider on the Settings > Telephony page and set up access for employees to listen to call recordings.
Orderry supports integrations with services such as Zadarma and Twilio Voice. Before connecting, make sure you have already created an account with the chosen provider.
Be careful when using one telephony service for several CRM systems. Not all telephony services can work simultaneously in 2 or more CRM systems.
After connecting the integration, you also need to configure the VoIP (softphone) application. This is the application that employees will use to make and receive calls.
Improving communication with clients
Telephony in Orderry allows you to initiate outgoing calls, as well as record incoming and missed calls.
Each incoming call automatically opens an incoming call card - for both existing and new contacts. It displays key information: client data, the last order or inquiry, and the option to quickly create a new document.
This helps the manager to immediately understand the context of communication, and the client to feel that they are known and remembered. The result is a higher level of trust and loyalty.
Automatically create tasks and inquiries
Set up automation so that tasks and inquiries are created automatically from received and missed calls. If the number is not in the database, the system will create a contact and add it to a new inquiry.
Full control over call history
All calls - received, missed, incoming and outgoing, with existing contacts and unknown clients - are stored in the call table. It's basically your call control center: history, recordings, transcripts, and quick searches in one place.
Here you can access:
date, time, type, and duration of the call;
information about the contact and the responsible employee;
recording listening and downloading;
quick search, filtering, and sorting.
AI call analysis
You can transcribe call recordings manually or set up automatic transcription for calls lasting up to 20 minutes.
In addition to textual transcription, the system uses AI to generate:
a summary of the conversation
general mood assessment,
a list of key insights.
This allows you to quickly get acquainted with the essence of the conversation without listening to the full recording, as well as assess the level of client satisfaction and the quality of the manager's work.
Telephony in the system is no longer just calls, but a full-fledged tool for control, analytics, and service improvement.