eKeeper launches call recording through Adepteo

eKeeper has launched internet call recording into its CRM product, allowing calls to be generated from the CRM and recorded for future use.

Using Voice Over Internet Protocol (VOIP) technology, eKeeper is integrating with software developer, Adepteo, which described telephone calls being made over the internet from any location as “vital “for businesses to continue working remotely during the COVID-19 crisis.

From the eKeeper CRM, the fintech firm suggested that calls can be made to any telephone number across all participants relevant to the advice process – such as clients, introducers, providers, and solicitors.

Once the call has been finalised, eKeeper added that a read-only record of the conversation will be set against the participant in the CRM where the recording can be retrieved and replayed at a later date.

eKeeper commercial director, David Bennett, commented: “Remote working is the new normal and businesses understandably want to present the same level of service and ‘business as usual to their customers.

“Through the Adepteo integration, and within an industry that is highly reliant on the telephone, seamlessly generating conversations and having these recorded provides flexibility for brokers to work efficiently from remote locations, without any impact to the vital service they provide.”

Adepteo managing director, Carl Taylor, added: “We are delighted that eKeeper is providing our cloud-based telephony solution into its CRM product. COVID-19 has brought home a number of realities across many service sectors, one being the need to continue telephone operations to the same level as being physically in the same office.

“Our VOIP technology is built to allow a distributed workforce to work from any location with zero disruption. Our integration with eKeeper is a prime example of blending two vital technologies in one place.”

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