Telephony: Zadarma

The add-on connects the Zadarma cloud PBX to your shop so your managers call customers from the panel and know who is calling before they pick up. While the phone rings, the panel shows a caller card: the name, how much they have bought, the last order and open deals. Every conversation lands in the customer card with its length and recording, and missed calls gather in a «Call back» list.

What it does

• Calls a customer with a button from an order, a customer profile, a deal or a callback request: Zadarma first rings the manager and, once they pick up, dials the customer.
• Shows the caller card to the manager whose phone is ringing and passes the customer’s name to the Zadarma app.
• Keeps a call log filtered by incoming, outgoing and missed calls, with search by number.
• Gathers missed calls in a «Call back» list and sends a notification about them. A missed call leaves the list on its own once someone talks to the customer.
• Records calls in the customer timeline. You can play a call recording right in the panel.
• If you turn it on, opens a deal from a new customer’s call and runs an automation on a missed call, for example a «Call back» task.

What you need

• A Zadarma account with a cloud PBX and extensions for your staff, plus the API key and secret from your Zadarma account.
• A Zadarma phone number if customers are going to call you.
• A shop reachable from the internet: Zadarma reports calls through the shop’s link.
• Step-by-step setup: https://cartixx.com/docs/customers/zadarma