Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • RingCentral RingEX Reviews & Ratings
    3,159 Ratings
  • Yeastar P-Series PBX System Reviews & Ratings
    95 Ratings
    Company Website
  • Community Phone Reviews & Ratings
    1,091 Ratings
    Company Website
  • TollFreeForwarding Reviews & Ratings
    3,181 Ratings
    Company Website
  • Dialpad Connect Reviews & Ratings
    3,958 Ratings
    Company Website
  • Podium Reviews & Ratings
    2,061 Ratings
    Company Website
  • CallTools Reviews & Ratings
    491 Ratings
    Company Website
  • Phonexa Reviews & Ratings
    226 Ratings
    Company Website
  • 3CX Reviews & Ratings
    1,183 Ratings
    Company Website
  • ULTATEL Reviews & Ratings
    104 Ratings
    Company Website

What is Simplii?

Simplii's click-to-call feature enables a smooth shift from browsing the web to making phone calls with just one click. When this feature is in use, any phone number shown in your Chrome browser becomes instantly clickable. Moreover, our Fusion extension guarantees that incoming calls will show up on any active tab in your Chrome browser. With the Screen Pops functionality, you can easily answer or decline calls, send text replies, and manage call transfers or holds directly from your screen. Additionally, you have the option to record notes and contact information within the Screen Pop, which will be automatically saved to your contacts. When you integrate this with a Simplii CRM, all important data such as call history, recordings, SMS conversations, call outcomes, and notes are logged in real-time, ensuring seamless synchronization with your CRM. By simply linking your CRM account to Fusion, you can watch as the logs are updated automatically, significantly improving your workflow and communication effectiveness. This integration not only simplifies your calling experience but also guarantees that every interaction is thoroughly documented, making it easier to refer back to past communications and maintain a detailed record of your engagements. As a result, users can optimize their productivity and enhance their overall customer service experience.

What is Records Disposition Approval Module ?

The Records Disposition Approval Module is an essential tool designed to enhance the management of records within the OpenText Content Suite. Specifically tailored for users of the OpenText Content Server, this feature ensures that the record approval process is both efficient and streamlined. Developed with input from users, RDA aims to make the sign-off workflow simpler and to reduce the time required for record managers to handle approvals. It allows approvers to easily access all relevant metadata for each record, which aids in making quick decisions. Furthermore, RDA includes a variety of filters and facets that enable users to effortlessly sort through groups of records, making batch approvals or rejections a straightforward task. For those who may have questions regarding certain records, the module offers a convenient option to request additional feedback for clarification. Users can easily select records they wish to approve while simultaneously deselecting those that they do not approve during a disposition search. Additionally, the module allows for bulk application of holds or updates to records management metadata directly via the RDA interface. Ultimately, this module not only improves the user experience but also significantly boosts operational efficiency in records management, making it an indispensable asset for organizations looking to optimize their record-keeping processes.

Media

Media

Integrations Supported

ActiveCampaign
Constant Contact Lead Gen & CRM
Copper
EZLynx
GleanQuote
Gong
HubSpot CRM
HubSpot Customer Platform
InvestorFuse
JobNimbus
Method:CRM
Microsoft Dynamics 365
Podio
QQCatalyst
Redtail CRM
Salesforce
WHMCS
Wealthbox
Zendesk
eAgent Solutions

Integrations Supported

ActiveCampaign
Constant Contact Lead Gen & CRM
Copper
EZLynx
GleanQuote
Gong
HubSpot CRM
HubSpot Customer Platform
InvestorFuse
JobNimbus
Method:CRM
Microsoft Dynamics 365
Podio
QQCatalyst
Redtail CRM
Salesforce
WHMCS
Wealthbox
Zendesk
eAgent Solutions

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simplii

Date Founded

2017

Company Location

United States

Company Website

www.simplii.net

Company Facts

Organization Name

Cassia Content Management

Date Founded

2011

Company Location

Canada

Company Website

www.cassiacm.com

Categories and Features

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

Business VoIP

Call Parking
Call Recording
Contact Management
Encryption
IVR / Voice Recognition
Ring Groups
SIP Trunking
Unified Communications
Voice Quality Enhancement

Cloud PBX

Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing

Categories and Features

Data Governance

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

Popular Alternatives

Popular Alternatives

Collabware CLM Reviews & Ratings

Collabware CLM

Collabware