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Clientbox
Software integration

Clientbox

Connect your Clientbox client and contact management software to Cloud Group's cloud telephony and give your team context on every call.

What is Clientbox?

Clientbox is client and contact management software that lets organisations keep all their relationships, data and interactions in one central place. Teams use Clientbox to stay organised and follow up customer contacts in a structured way.

By connecting Clientbox to Cloud Group's cloud telephony, you bring your communication and your customer data together. Your staff see who is calling before they pick up, can dial out straight from Clientbox, and never have to register anything twice. You save time on every customer interaction and give each caller a personal experience.

What does this integration deliver?

Client record on every call

Incoming numbers are automatically recognised and matched to your Clientbox contacts, so you instantly know who is calling.

Dial from the record

Start calls directly from a Clientbox record. No more retyping numbers and faster follow-up.

Automatic call logging

Every conversation is logged against the right contact, so you always keep a complete overview of the customer interaction.

Request this integration

Contact your account manager to activate Clientbox for your organization.

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