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Bloxs
Software integration

Bloxs

Connect your Bloxs investment and asset administration software to Cloud Group's Cloud telephony and give your staff context on every conversation.

What is Bloxs?

Bloxs is software for investment and asset administration that lets organisations manage their investments, relations and administration centrally. Administrators and investment companies use Bloxs to streamline their processes around holdings and assets.

By connecting Bloxs to Cloud Group's Cloud telephony, you bring your communication and your relation data together in one place. Your staff see who is calling before they even pick up, can dial directly from Bloxs and don't have to log calls twice. This way you save time on every contact and give every investor personal, professional follow-up.

What does this integration deliver?

Investor instantly in view

Incoming numbers are matched with your relations in Bloxs, so your staff immediately see which investor or which file is calling.

Call from Bloxs

Start calls directly from a relation record. No more retyping numbers and less chance of mistakes.

Calls logged automatically

Every phone call is recorded against the right relation, so your team always keeps a complete and up-to-date picture of the contact.

Request this integration

Contact your account manager to activate Bloxs for your organization.

Schedule a call