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CRM Info

Autotask

Link your Autotask business data to your telephone environment. Look up Companies, Contacts and/or Resources for the calls you make and receive.

Enhance your work with Autotask by linking it to your telephone, delivered in a straightforward and cost-effective way.

Integration simplifies common tasks including the following features:

  1. Click-To-Dial: make calls straight from Autotask.
  2. Address Book: Search and dial from your Autotask contacts using a simple Address Book tool even when Autotask is open.
  3. Contact Popping: Go straight to the caller's record in Autotask with a single click while on a call with them (or from the Call History window).
  4. Automatic or manual call logging: Create activity records in Autotask.
  5. Add Contact: Easily create new accounts, contacts or leads while on a call with them.

Inaddition to Integration with Autotask many other useful features are included.

  1. Call History (and missed calls)
  2. Integration with Outlook and Google Contacts (requires Plus license)
  3. Can works with multiple Autotask datasets simultaneously. (requires Plus license)

Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact