1. (866) 330-4678 Login Automatic Call Logging Click to Dial Call Popups Realtime Analytics Create CRM Tasks Cater to your clientele with relevant information at your fingertips – all in a seamless workflow experience. Adding new contacts, taking notes, creating reminder tasks, and even notifying colleagues about an action item becomes a breeze with this user-friendly tool. All calls, whether inbound or outbound, will be logged automatically and accompanied with powerful insight via detailed reports of your team’s performance. Making outbound calls becomes effortless as you can zip through phone numbers on the web or in your contact database with “click-to-call” functionality. You will quickly realize that CRM telephony is an indispensable tool for your sales and customer service teams. Create CRM Records Request a Quote Calls PDFmyURL lets you convert a complete website to PDF automatically!

2. Calls We pull all of your latest phone calls both inbound and outbound. We also tell who on your team answered the call. So you will know exactly who talked to the customer or lead last and what they talked about. Emails We pull all of your latest customer emails that are located in your CRM system. You immediately know what the last customer conversation was and you can begin where you left o​ff. Notes We let you take notes and we additionally display them for you in the activities slider. See what the last note was. Even if it was not a phone call you will be aware of the latest details about the contact. Featured CRM Platforms Salesforce SugarCRM Zoho Zendesk @mentions PDFmyURL lets you convert a complete website to PDF automatically!

3. @mentions When you need to CC a team member you can just type in @ and the users name (e.g. @matt). The call notes and call record will get emailed to the team member. This guarantees imperative info still gets in the CRM rather than just being sent in an email to a colleague. Task Follow-up We have natural language processing. Type something like “Follow-up next week” and ActiveCRM will create a task in your CRM to remind you to follow up with this person at the specified time! Indicators For both the @mentions and the Task Follow-up features we display a green indicator on the right-hand corner to let you know what processes will fire after the call is over. Many More Supported CRMs Advologix Apto Close.io DealerTrack PDFmyURL lets you convert a complete website to PDF automatically!

4. DealerTrack Improveit! 360 Infusionsoft Insightly JobScience Microsoft Dynamics Navatar Netsuite Oracle Sales Cloud PropertyBase REthink TargetRecruit ActiveCRM is not your typical CTI solution. It boasts an innovative feature set your users will love. The caller’s previous calls, notes, etc are pulled from the CRM and displayed in the call Popup All Calls are Logged 100% Automatically. No need to be logged into the CRM or even have your computer on. Call Notes entered in one tab are sync’d to others. Never hunt down the tab you left notes in again. We popup right in the CRM or any tab. Add Sales Gamification to your CRM. Call History for reviewing calls made Click-to-Dial works on any webpage. Your CRM, your inbox, a @mention syntax enables easy sharing of call notes. PDFmyURL lets you convert a complete website to PDF automatically!

5. spreadsheet, LinkedIn, etc. Popups handle multiple calls (ie. Call Waiting), don’t ever lose a call note Easy to use Inside Sales interface that doesn’t require any training. Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or Predictive Dialer. We call it a Sales Dialer! SmartRelate – Calls are related to Opportunities/Cases if dialed from one in your CRM Call Centers use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they’re not logged into your CRM! If multiple matches, popup displays radio buttons to choose. Gamification awards top performers and makes it fun Popup is minimizable to side of screen from your CRM or any tab Contact name & account link to the CRM record to quickly pull up all your CRM data. Call Metrics you can understand. Enhances company productivity through simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and innovative analytics. Call Popups Real-time Analytics Click to Dial CRM Task Creation Automatic Call Logging CRM Records Creation Request a Quote PDFmyURL lets you convert a complete website to PDF automatically!

6. OUR COMPANY RECENT BLOG POSTS EXPLORE OUR FEATURES What Type of Managed Service Provider (MSP) are You? ActivePBX® is a cloud-based business phone system that saves you money while increasing productivity and mobility. The system works with your existing broadband Internet connection, which eliminates the need for costly telecom hardware and traditional phone services. Mobility Intelligence August 10, 2016 Unification Best Office Phone Systems For Medium to Large Businesses Continuity Expertise August 8, 2016 Phone Systems Evolved ™ Global Reach CONTACT INFO ActivePBX® 1444 Biscayne Blvd., Suite 313 Miami, FL 33132 1-866-330-4678 786-718-1821 http://activepbx.com PDFmyURL lets you convert a complete website to PDF automatically!

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