Save your customer's time

Intelligent Call Routing solution for CRM

The integration solution based in Creatio CRM that transfer calls to the relevant entity, lessening unnecessary barriers and hindrances in between. For example, if a customer calls a company and their information is stored in the Creatio, the PBX system can use this information to determine the customer’s history, preferences, and current status, and route the call to the right person or department based on this information.


  • Transfer of the call to the responsible employee
  • Transfer of the call to the responsible department
  • Get the best possible chances of conversion
  • Serve local customers
  • Support any PBX
The following products are required for the solution:
  • Any PBX
    Requests information about the subscriber by phone number
  • Call Center 360 for Creatio
    Provides a JSON responses on PBX requests

Intelligent Call Routing for Creatio CRM

Some functions for the best user experience
360-degree
360-degree information about the customer based on the phone number request
Several routes
Different routes for different customer types
Intelligent Call Routing (ICR)
Use different routes and priorities for different customers
NoCode
Create and customize the respone using Creatio no-code power
JSON
Universal data exchange format
List of related objects in Creatio
Response customer-related orders, activities, requests, and any other objects
Advantages of using
  • Customer Experience
    Smart call routing ensures that calls are answered promptly by the most suitable agent, improving the overall customer experience
    1
  • Increased Efficiency
    With smart call routing, calls are directed to the right department or agent, reducing the time spent on hold and increasing the efficiency of the call center
    2
  • Abandonment Rates
    By reducing wait times, smart call routing can help reduce the number of calls that are abandoned, which can improve the company’s image and reduce the cost of lost business
    3
  • Resource Utilization
    Smart call routing can help ensure that agents are utilized effectively, reducing downtime and increasing productivity
    4
  • Reporting and Analytics
    Advanced reporting and analytics capabilities, allowing organizations to track and analyze call data to make informed decisions
    5
  • Sales and Revenue
    By providing a better customer experience and improving efficiency, smart call routing can help increase sales and revenue
    6

Example of the algorithm

09:41:09
09:41:09
Incoming call from PSTN
PBX requests to Creatio responsible employee and routes via HTTP request
09:41:09
09:41:09
Data processing in Creatio CRM
Call Center 360 for Creatio returns data about the responsible employee for the client in JSON format
09:41:09
09:41:09
Call routing
PBX switches the call to the responsible employee due to JSON data
HTTP Request

https://crm.creomate.com/0/ServiceModel/cc360.svc/
GetCallerInfoNamedFields?callerid=420774852629
JSON response

{"AccountManagerExtensionNumber":"103",}