Business applications

Where the rest of the day happens.

The applications an agency runs alongside its management system — connected so the customer record stays the single history.

Entries

For agencies running Salesforce alongside the AMS, call activity writes to both. No choosing which system tells the truth.

Take and place agency calls from Teams, with the same identity match and logging as the desk phone.

Email threads sit alongside calls on the customer record.

Send for signature and have the executed document file itself back to the record.

Client conversations on the channel they actually answer, captured against the record.

Website chat arrives in the same queue as calls, matched to the customer if they already are one.

What integrated means here

Four things move between EcoLink and your systems.

EcoLink reads the customer record to match the inbound number before the call is answered. Read-only, and the reason the screen pop works.

Out

Calls, messages and summaries write back to the account when they end. This is the half that removes the typing.

Both ways

Presence, ownership and assignment stay in step across the phone system and the AMS, so neither one is quietly out of date.

Documents

Signed forms and attachments land in the customer's file, not in a personal inbox or a downloads folder.