SimplyAi will soon offer integrations with most of the large CRM systems around the world. Users will be notified as they become available. The purpose of the CRM integrations is that it will become easier for users to export their output summaries directly into their CRM systems.
Simply can be integrated with most VOIP systems, allowing phone calls that are recorded with a VOIP system to be synched directly with the SimplyAi dashboard. Users will have a variety of options available to choose which conversations get synched with Simply and which don’t.
To enquire about setting up a VOIP integration, users with a PRO subscription or higher should reach out to their Simply account representative.
Simply offers multiple options for exporting your conversation summaries. Other than exporting to your own CRM system, users can also chose to export their summary to a Word file format.
In the near future, Simply will also offer other export options, such as PDF, email, or client-specific export options that have been built on demand.
If you have any specific export functionalities that meet your ideal use-case, please discuss these with your Simply account representative. An example of one of these is an export function that automatically turns a recruitment candidate intake summary into a stylised candidate profile export, which is ready to be sent directly to clients.