HaloPSA CRM Configuration

Features

Outbound call possibilities CRM

• Click to dial from CRM
  Start an outgoing telephone call with one mouse click from your CRM application or any website.
• Hotkey dial from CRM
  Is a phone number not clickable in your CRM? With this function you can still make a call.
• Copy to dial
  Select a phone number and get a suggestion to call directly.

Integration features

• Activity Hub
  In the Activity Hub, you can view activities such as a call log with notes or a conversation transcription that still needs to be saved in the CRM. You can choose to do this automatically or manually. Notes and transcriptions can be edited before they are written to the CRM.
• Assign call log to search result
  The feature enables logging conversations in the CRM by selecting an entity from the search results. AI summaries and/or manual notes are directly linked to the correct record.
• Call logging
  Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call logging (+AI transcription)
  Call details, call notes, and an AI transcript of the conversation can be stored directly in your CRM under the customer record. To save AI transcripts, the connected telephony platform must support this feature.
• Multi result pop-up
  Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
• SearchBar
  Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.

Deployment type

• Bubble Desktop
  Bubble is installed on each user/workstation and runs locally on the user's computer.
• Bubble Cloud
  Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.

Integration type

• Other
• Clone template
  A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.

Supported applications

• Bubble Gateway Integration
  Bubble Gateway Integration is developed for CRM, EPD and ERP applications that have their own integrated telephony module. Bubble handles the technical processing of incoming and outgoing calls, status changes and other telephony actions, and ensures that these – with the proper authentication – are securely passed on to the CRM, or in the case of outgoing calls, to the telephony platform. Which functionalities the end user sees is entirely determined by what the CRM supports. Bubble Gateway Integration connects, the CRM decides.

Standard Bubble pop-up functions

• Single sign-on
  No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
• Click to dial
  Start an outgoing telephone call with one mouse click from any website.
• Hotkey dial
  Is a phone number not clickable in your CRM? With this function you can still make a call.
• Latest features
  With a Bubble license you are always entitled to the latest functions that can be installed with one click.
• Automations
  Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
• Number notation
  If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.