With the WinTax CRM telephony connector, incoming and outgoing calls will generate on screen notifications on your PC. These include caller information contained within WinTax. The WinTax CRM connector is part of the Bubble telephony integration from Red Cactus.
WinTax CRM connector VoIP
Description
With the WinTax CRM telephony connector, when a call comes in and/or goes out, a pop-up immediately appears in WinTax with the caller’s details. So as soon as a call is made, you can see which caller it is. Depending on the call, you can then choose whether to enter a new trip, plan a return trip, enter a new customer, view all the driver’s trips, enter a damage report or complete data. By default, the Bubble application comes with click&call functionality that works both locally and web-based, making it possible to call a phone number from WinTax at the touch of a button.
Technical
Connecting Bubble – and thus the WinTax CRM connector – to your telephony system is very straight forward. The procedure is unique to each telephony system but they all have one thing in common, you don’t need to be very technical to do it. The on screen pop-up of Bubble (and thus the functionalities of the Bubble app) can be disabled, because the on screen pop-up of WinTax takes over this functionality.
Price
Setup price per end customer: €150.00
Setup price per end user: €25.00
Monthly recurring price per end user: €5.00
Please note, with WinTax the telephone module must be activated, which is a paid module. The rates shown are the gross sales prices excluding VAT. Send a mail to receive the partner price list.
Bubble can be connected to most telephony systems. Is your telecom provider not listed? No problem, many telecom providers use the same underlying technology, so there is a good chance that we already have a connector for your telephony environment.
Telephone systems
- Broadsoft
- Asterisk
- Avaya
- VoIPGRID
- CC4All
- ClearVox Nexxt
- Cisco Call Manager
- Mitel OIG (basic and advanced method)
- Mitel CloudLink
- Kwebbl
- Call2Teams
- Xelion
- 3CX
- Axeos
- Unify OpenScape Business
- Yeastar
- VOIPZeker
- Tring
- Talk Rex
- KPN EEN
- Vodafone One Net
- T-Mobile Cloud & Clear
- RoutIT
- Voys
- Dean One - Gamma Communications
- Univerge Blue Connect
- Elevate
- Voipplay
- Enreach (note, deviating functionalities see knowledgebase)
- Enreach UP
- RingCentral
- Alcatel Rainbow Office
- AT&T Office@Hand
- Atos Unify Office
- Avaya Cloud Office
- BT Cloud Work
- RingCentral with Verizon
- TELUS Business Connect
- Vodafone Business UC
- Dialpad
- UCBee
- Maf
- Webbex
Click here to go to the knowledge base.
Bubble supports the following operating systems:
- Windows
- macOS
Deviating functionalities
The only functionality that differs between the Windows and macOS version is that the macOS version does not support select&call. Of course, the click & call functionality is supported.
Technical specifications
For more information, check out our knowledgde base > software or click here.
If a connector already exists, you can request a test account from a Red Cactus partner. The Red Cactus license is free for 30 days with a maximum of 5 users. Ask for any additional conditions at the Red Cactus partner.
It is possible in Bubble to activate multiple CRM- ERP- connectors under the same user at no extra cost. The license prices shown do not depend on the number of connectors you want to activate per user.
Suppose you have linked your CRM- ERP- software as a primary basis, you can choose to activate another connectors as a secondary basis, for example the Google connector. If the caller's details do not exist in your CRM- ERP- software, the details in this example will still be shown from Google's database.
