We’re considering integrating a 3rd-party CRM system with VitalPBX to enhance our operational efficiency, especially for a logistics company like ours. Here’s a scenario we’d like to achieve:
As a logistics company, we often create customer profiles in our CRM, including their mobile numbers for contact.
Our drivers use a mobile app to access customer details and initiate calls, but it's crucial that the customer's actual number remains confidential, and instead, our VitalPBX system handles the call.
We’re curious about how to achieve this integration effectively. Should this entire process be managed by our CRM team, or are there VitalPBX settings and configurations that can help facilitate this seamless communication process