Jump-start your next conversation with
Caller Info Match
or call us at 1-877-353-5185
Better than standard Caller ID, Caller Info Match digs deep to find background info from your Customer Relationship Management system, or other sources like social media and search engines. And it works on both calls you receive and calls you make.
Identify callers that you already have a relationship with
Pull up caller’s past interactions with your company
Add a note in your CRM before you get side-tracked
Pull info from LinkedIn, Facebook or Google if you don’t have a CRM
It’s easy to connect to Caller Info Match. Salesforce, Hubspot, ServiceNow and Zoho CRM systems are just a few clicks
away. There’s also a custom integration option for other CRM platforms.
If you don’t have a CRM system, Caller Info Match can search by the caller’s phone number in Google Chrome.
Or see LinkedIn or Facebook shares on the caller’s individual or company profile.
How to get Caller Info Match
Caller Info Match is only included in the desktop app for the Ooma Office Pro or Ooma Office Pro Plus plans. Both plans also come with extra perks like Videoconferencing, Desktop App and Call Recording in addition to Ooma Office’s 50+ business features. Compare all three of our business plans to see which features and prices are best for your business.
Real time customer support Fast internet calling Easy phone management Need help choosing a plan?
Contact sales or answer a few questions to find the plan that fits your needs.
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