Contact & Company Auto Matching by Caller ID

Speed Up Caller Identification Based on Caller ID Matching With Your CRM, ERP, or PSA Database

Save Unknown Numbers to New or Existing Records

Immediately Save Numbers That Don't Exist in Your Database So You Can Easily Identify for Future Calls

New Company & Contact Creation

Create New Company and Contact Records on the Fly Without Having to Jump Between Multiple Screens

Automatic Screen Pop

On a 1-to-1 Caller ID Match With a Record in Your Database, Receive a Screen Pop of that Record on Ringing or Answer

Smart Click-to-Dial from Within CRM, ERP, PSA

Dial Numbers Directly from Your System, Saving You Time and Automating Entries

Call Recording Attachment & Management

Attach Call Recordings Directly Into Records in Your System if You Record Inbound or Outbound Calls

Activity & Time Entry Creation

Quickly and Easily Create Activity and / or Time Entries into Your System

Enter Notes & Disposition Call

Rapidly Enter Notes and Adjust Call Details With 1 or 2 Clicks

New Ticket & Opportunity Creation

Instantly Create New Tickets or Opportunities in Your System to Track Calls Against

Existing Ticket & Opportunity Search & Tag

Tag Return Calls on Existing Tickets or Opportunities to Keep Your Team Up-to-Date

Call Dashboard & Reporting

Track Your Team's Real Time & Historical Progress

Windows & Mac Apps

Workstation Applications for Both Windows & Mac for Your Team to Track Their Calls

Call Data & Call Control API

Empowers organizations with self built apps to build voice and phone features on their own

Multi-CRM Support

1Stream can mesh that experience when it comes to multiple CRM/ERP/PSA systems!

Auto Number Alerting

Get Alerting When Certain Numbers Are Called via Text, Email, or Phone Call

Smart Call Transfer

Transfer Calls to Other Team Members Internally With Screen Pop's & Notes

Call Re-Association

Tagged your call to the wrong contact, ticket, etc? You Can Easily Re-Associate the Call to the Correct Place!

Route Calls by Pincode

Give Customers a Unique Pin Code that must be used when they call in to reach their destination

Route Calls by Ticket or Order Number

Route Calls based on a Unique Record Number like a Ticket or Order

Route Calls by Phone Number or Caller ID

Route Call Immediately Once They Call in Based on Their Phone Number or Incoming Caller ID

Form Template & Snapshot Features

Ability to "snapshot" common forms for re-use across teams or departments to speed up data entry Ability to set common language, notes, and user responses to speed up workflows

NEW SELF ADMINISTRATION CONTROL MENU

For account settings customizations, user creation / deletion, and various other settings