I am in need of someone that can assist me create a platform that can do all of the below mentioned. I want to use Signal wire as my carrier (Programmable API, SIP configurations.)
Lead nurturing is very important to me so I need something that will keep a history of all communications, such as, voice calls (recordings), sms, emails, and notes entered by agent in one single page. I would also like the ability to assign or reassign leads to another agent.
I am open to open source platforms to minimize costs.
1) Set up PBX system (includes securing)
All PBX standard features is fine.
2) Set up Dialer with CRM (Include securing)
A: Live agent monitoring - call whisper, barge, and call-takeover capabilities
B: Call transfer and call recordings (recordings available inside contact profile)
C: Automated answering machine detection with pre-recorded voice messaging drop (ability to choose different templates)
D: SMS inbound/outbound capabilities within contact profile (can we setup bulk?) (create templates with data append?) (can we also receive responses on mobile?
E: Predictive, Preview, and Power Dialer
G: Create Multiple Campaigns
H: Ability to add multiple phone numbers per contact ( 5 - 10)
I: Ability to create multiple dispositions. (also to filter individually)
J: If number is not good (disconnected, etc) to be able to skip calling that number and continue dialing additional number for that lead.
K: Click to Call
L: Adjustable caller ID
M: Call scheduling and reminder
N: Built in Webphone (WebRTC) or ability to use a landline, cell or soft phone
O: Create manager account (ability to create)
P: Create multiple agent account (ability to create)
Q: Programmable API ,SIP and VOIP settings for both voice calls and SMS
R: Custom Scripts (with data append?)
S: Check for duplicates
T: Last time called, if never called, number of times called
V: Create triggers to send an sms after 5 unsuccessful calls?
About the recuiterMember since Jul 2, 2017 Liam O.
from Scotland, United Kingdom