Case Study: Bitrix24 streamlines CRM call routing with CallGear

Bitrix24 routes personal manager calls for 6 hours with CallGear

Bitrix24, a leading CRM platform, integrated CallGear's telephony services to enhance its call management capabilities. The challenge was to seamlessly route inbound calls directly to the correct personal manager or responsible agent for a specific client, lead, or company within the Bitrix24 ecosystem, ensuring a more personalized customer experience.

The solution implemented by CallGear was the "Forward to Personal Manager from CRM" operation. This feature automatically forwards incoming calls to the designated manager based on data from Bitrix24, using a defined priority system for contacts, companies, and leads. This streamlined the call routing process, reducing transfer times and connecting customers with their assigned representative more efficiently.

Bitrix24