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Head office
Noida office
The right team at TriostackOne will get back to you.
Positioning Assessment
Teams that use a cloud telephony provider want virtual numbers, call routing, recordings and agent tracking, and they want every call on the customer record.
The calling connections listed in the Triostack CRM Integrations Hub are Tele-CMI, Frejun and Tata Smart-Flow. Android SIM calls are also logged on the lead with duration and outcome. Exotel and Twilio are not listed, so connecting them would be a custom engagement. We do not state here whether IVR configuration, automatic recording or dual-channel tracking is available for any provider; ask our team, and follow the consent rules that apply to recording calls.
“We checked the list first. Our provider was on it, which saved a scoping project.”
Sample team scenario
Illustrative example, not a customer testimonial
Lead Pipeline
Drag deals across your own sales stages
In the Product
Imagine knowing which lines are connected before you pick up the phone.
What is connected.
Calls on the lead.
For unlisted providers.
Platform Integrity
Tele-CMI, Frejun, Tata Smart-Flow
Logged on the lead
Custom engagement
Ask about rules
At a Glance
What changes depending on where your provider stands.
| Dimension | Triostack CRM | Unlisted Provider |
|---|---|---|
| Connection | Configured in the Integrations Hub | Custom engagement |
| Calls on the lead | As with listed providers | Scoped with our team |
| IVR and routing | Ask what is supported | Ask what is supported |
| Recording | Ask about options and consent rules | Ask about options and consent rules |
| Status | Listed | Not listed |
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
Calling Integrations
Tele-CMI, Frejun, Tata Smart-Flow
Feature Breakdown
Captured directly from the production Triostack CRM interface.
01
CRMListed providers.
On this screen: Calling providers connected from the Integrations Hub.
How it fits the plan
Check. See whether your provider is on the listed set.
Connect. Configure it in the Integrations Hub if it is.
Practical tip
Test with one agent and one call first. A single logged call shows everything that needs fixing.
02
CRMCalls on the lead.
On this screen: Calls from Android phones logged against the lead.
How it fits the plan
Connect. Configure it in the Integrations Hub if it is.
Ask. If it is not, request a scoped custom engagement.
In real life
Call centre
A listed provider is configured quickly.
03
CRMThe next call.
On this screen: Never miss the next call or message.
How it fits the plan
Ask. If it is not, request a scoped custom engagement.
Test. Place a call and check the log on the lead.
Watch out for
Planning around call recording or IVR before confirming it for your provider and recording rules.
04
CRMWhere calls attach.
On this screen: Every lead with its source, status and owner.
How it fits the plan
Test. Place a call and check the log on the lead.
Check. See whether your provider is on the listed set.
Before you start
Execution Plan
See whether your provider is on the listed set.
Configure it in the Integrations Hub if it is.
If it is not, request a scoped custom engagement.
Place a call and check the log on the lead.
Practical Guide
Before you start
A tip that helps
Test with one agent and one call first. A single logged call shows everything that needs fixing.
A common mistake
Planning around call recording or IVR before confirming it for your provider and recording rules.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
A listed provider is configured quickly.
Scenario 02
You check the list before switching.
Scenario 03
You scope it properly.
Straight answers about Cloud Telephony Integration (Exotel and Twilio), from setup to what happens next.
Have a question about Cloud Telephony Integration (Exotel and Twilio)?
Book a free callThey are not listed in the Integrations Hub. It would be a custom engagement.
Tele-CMI, Frejun and Tata Smart-Flow.
Yes. Android SIM calls are logged on the lead with duration and outcome.
Ask our team about options, and follow the consent rules that apply to you.
The CRM's Integrations Hub lists Tele-CMI, Frejun and Tata Smart-Flow for calling. Exotel and Twilio are not listed; here is what that means and how to ask.
It runs in 4 steps: Check, Connect, Ask and Test. See whether your provider is on the listed set.
The real screens on this page include Lead Pipeline, Sales Dashboard, Lead Assignment and Calling Integrations, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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