Calls
Calls are logged automatically on the contact record: duration, outcome, audio and transcript.
CRM
Contacts come in from Zoho CRM, calls are logged automatically, and prospect statuses update in real time.
Calls are logged automatically on the contact record: duration, outcome, audio and transcript.
The full call transcript is attached to the contact. Searchable in your CRM.
Two-way sync. New contacts in the CRM → available in Ubic. And the other way around.
Demos booked from Ubic pushed to the CRM with the meeting link and status.
Connect your CRM, import your lists, watch the sync run on your contacts.