How CyTrack Integrates with Autotask
Autotask Supported Version: All web versions
CyTrack’s software magnifies the power of the Autotask professional services suite with full Computer Telephony Integration capabilities for a truly enriched customer experience
Turn your Autotask business management platform into a powerful communications platform, so all your services work seamlessly together.
See the Autotask integration feature list below for more information, and when you’re ready please get in touch using your preferred contact method (details under the feature list.)
Autotask is a professional services automation software designed for technology solution providers - integrating CRM, Service Desk, Contracts, Projects, Billing, Reporting and more - accessible from anywhere, any time. Recently combined with Datto for award-winning backup and disaster recovery solutions (BDR), by adding CyTrack software to the mix, you have everything you need to deliver customer experience excellence and gain a competitive edge.
Features of CyTrack's integration with Autotask
Click to dial
Allows user to click on a number directly in the Autotask contact fields and CyDesk will dial the number.
CyDesk can lookup the Autotask database based on the Caller ID and show the Autotask contact details (& account/company if applicable) in CyDesk
CyDesk can tell Autotask to display a contact record from either the name or number search
CyDesk can tell Autotask to display an account record from either the name or number search
User can select search in CyDesk and enter name details and CyDesk will search Autotask and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Autotask contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Autotask contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Autotask. Note the user has to enter a username and password to play the recording and access can be controlled by the CyTrack security manager.
Log call notes
Notes entered into CyDesk during the call can be stored in the Autotask contact history together with the call history
Want to know more about CyTrack's integration with Autotask?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Autotask integration questions...