Connecting WinTax to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you no longer have to search for customer data manually during phone calls but can use the functionalities that WinTax's telephony module has to offer you.

Gateway

For this integration, Bubble acts as a gateway. This means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only ensures that your telephony environment can communicate with WinTax's telephony module. 

Functionalities

The integration method gives you all the functionality that the WinTax telephony module has to offer. Think of a callnotification that comes into view with the customer information, which you can also click on to access the calling person's CRM card. As soon as a call is made, you can therefore see which caller it is. Depending on the call, you can then choose whether to enter a new trip, plan a return trip, enter a new customer, view all the driver's trips, enter a damage report or complete data. When a call is transferred to a colleague, the customer information moves with it. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call is terminated. Ask WinTax about the specific features their telephony module has to offer. In addition to the aforementioned gateway feature, Bubble comes with many other functionalities. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. We have already listed some important features for you:

• All the functionality that WinTax's phone module has to offer you.
• Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
• Easy and secure login based on Single sign-on (Microsoft, Google or Apple account). 
  

Customization

To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.

Technical

Connecting Bubble - and thus the WinTax Software CRM connector - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.