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Next Generation CTI for Salesforce

PhoneIQ is a new breed of call center software built for Salesforce, designed to automate every interaction and power the new customer experience.

phoneiq screen

All-in-one business communications solution for Salesforce

Sales Acceleration for Sales Cloud

Instantly boost sales output with power dialin g, local presence, click to dial, screen pop, automated activity capture, online meetings, live reporting, rep coaching and more.

Call Center Software for Service Cloud

Turn customers into advocates with Salesforce powered call routing and IVR technology, screen pop, automated call logging & case creation, real time KPI’s, ACD queues and more.

Phone System for Modern Business

Pure cloud phone system and team collaboration that delivers fully featured telephony, online meetings and team messaging through beautiful, simple and intuitive apps.

All-in-one business communications solution for Salesforce

  • Sales Engagement

  • Call Center

  • Phone System

Sales Acceleration for Sales Cloud

Instantly boost sales output with power dialing, local presence, click to dial, screen pop, automated activity capture, online meetings, live reporting, rep coaching and more.

  • Power Dialer
  • Local Presence Dialing
  • Click to Dial
  • Track Call Outcome
  • Salesforce Call Routing
  • Online Meetings
  • Activity Sync with Salesforce
  • Rep Coaching & Analytics

Call Center Software for Service Cloud

Turn customers into advocates with Salesforce powered call routing and IVR technology, screen pop, automated call logging & case creation, real time KPI’s, ACD queues and more.

  • Salesforce Call Routing
  • Screenpop
  • Automatic Case Creation
  • Activity Sync with Salesforce
  • ACD Queues
  • On Hold Announcements
  • Real Time Analytics & KPI’s
  • C-Sat Surveys

Phone System for Modern Business

Pure cloud phone system and team collaboration that delivers fully featured telephony, online meetings and team messaging through beautiful, simple and intuitive apps.

  • Cloud Phone System
  • Online Meetings & Messaging
  • Multi Level IVR
  • Automatic Call Recording
  • Phone Numbers in 50+ Countries
  • Voicemail
  • Mobile Apps for iOS & Android
  • Multi-site Support

Unburden your agents. Let us do the heavy lifting.

Log every conversation in Salesforce

Capture all conversations and interactions automagically in Salesforce with PhoneIQ’s advanced automated call logging. Sync relevant call data like call duration, call recording, agent notes, call outcome and more.

Screenpop & click to dial

Deliver a memorable and personalized customer experience by empowering reps with the right caller information and context on every call. Enable fast and easy outbound calling without leaving Salesforce with click to dial.

Power dialer & local presence

Power through dialing sessions with automatic and preview dialing modes. Enable reps to import contacts, leads and accounts directly to their dialer using Salesforce list views, while PhoneIQ selects the best number to dial out based on the callee’s area code.

Salesforce call routing

Connect callers with the right rep using Salesforce powered IVR technology. Callers can be routed directly to lead, contact, account, opportunity and case owners, paired with automatic fallback to other agents or queues in case they are busy.

Automate repetitive tasks

Setup custom workflows to automate repetitive tasks that make your reps stall. Automatically log calls, create cases and much more, using PhoneIQ Automation Builder for unprecedented Salesforce orchestration.

Let data power your business. Empower management with actionable insights.

Dashboards & Analytics

Monitor your key call center metrics and make smarter business decisions with our Native Salesforce Dashboards designed to deliver KPI’s for both Sales & Service Teams.

Track call outcome

Allow agents to add call comments, disposition codes, call tags and more while leveraging automatic data sync with Salesforce.

Monitor & coach agents

Get real-time visibility into your call center activity and KPI’s. Coach agents with call monitoring, whisper and barge. Set thresholds and targets for automatic to automatically track performance.

C-SAT Surveys

Gather timely feedback and measure overall customer satisfaction with custom, phone based, surveys that help you gauge customer happiness and call center effectiveness.

Features that power the new customer experience

Multi Level IVR

Intelligent phone menus that help route callers to the right agent.

Automatic Call Recording

Automatically record inbound & outbound calls for quality & compliance.

Advanced Call Queueing

Put callers on hold while agents become available. Choose between various routing options.

Call Monitoring

Allow supervisors to coach new agents with monitor, whisper & barge from the supervisor console.

Advanced Call Controls

Cold & Warm Transfer, hold, call flip between devices, voicemail, BLF and much more.

Online Meetings

Connect with your team and customers face to face with simple, hassle free, online meetings.

Agent Mobility

Make and take phone calls on the go. Access all your business communications from your mobile or desktop device.

Voicemail

Access your voicemail from any device. Use visual voicemail and voicemail to email.

Instant setup

Set up in seconds

Sign up and setup your account with a few clicks. No hardware, no headaches.

Connect Salesforce

Connect Salesforce for unparalleled business process automation and productivity gains.

Track your KPI’s

Arm your supervisors with real-time and historical metrics, providing unprecedented visibility.

Grow with ease

Add new team members, office locations, phone numbers with a couple of clicks.

Try PhoneIQ for Free

Empower your team with the leading business communicationssolution for Salesforce.
Let’s get started.