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Communication channels
Omnichannel communication from your CRM
Call, receive calls, emails, WhatsApp and LinkedIn messages... without leaving the CRM.
Call and receive calls without leaving the CRM
Harmonix integrates an automatic dialer that allows you to make and receive calls directly from Salesforce, Dynamics365 or whatever CRM you have. Calls are automatically recorded.
Own or third-party dialer
Integrate the Harmonix dialer or whatever you already have. Harmonix integrates with other dialers such as Aircall or Justalk.
Record and report calls
Harmonix automatically records all calls and assists in the reporting process.
Transcribe and summarize calls
Thanks to artificial intelligence, calls are transcribed, summarized and analyzed in a matter of seconds.
Send and receive emails from the CRM
Automate the sending of emails, create, use and change templates and share schedules to make the recipient better organized.
Smart email editor
Write the best email in less time with email templates, real-time AI content suggestion, visualization of past activity, and more.
Automatic activity log
Save every interaction. All incoming and outgoing emails will be recorded in the CRM.
Automatic emails
Automate emails that require less personalization and saves time.
Integrated calendar
Check your calendar without leaving the email editor and share your availability in a few clicks.
WhatsApp from your CRM
Contact your customers through WhatsApp but without leaving the CRM. The entire conversation will be automatically saved without losing any details. Harmonix works for both WhatsApp for Business and WhatsApp personal.
Create bots, both for navigation and knowledge (GenAI).
LinkedIn from your CRM
Contact your customers through LinkedIn but without leaving the CRM. The entire conversation will be automatically saved without losing any details.
Message templates
Write better LinkedIn messages faster and save time.
Automatic activity log
Save every interaction. All incoming and outgoing messages will be recorded in the CRM.
Unified inbox
It avoids dispersion and constant change between communication applications (mail, telephone, WhatsApp...) and concentrates all the activities pending to be answered in one place.
Transform these activities into tasks, and organize and prioritize them in a consolidated way, regardless of the communication channel. Reply to an email, WhatsApp or call with a click from the CRM and automate the reporting of the result of the communication automatically with our Artificial Intelligence.
“We had a bad experience with a CRM that was a ready-to-use project, but it didn't meet our expectations. We are now looking at several off-the-shelf options that are better suited to our business model.”
“El gran problema de Salesforce es que es cero intuitivo.”
“Los equipos tienen que entender que el CRM no es una herramienta de micro management, es una herramienta que ayuda a ser más eficiente.”
“Todas las empresas están enfocadas en que se haga una transformación digital. Para las empresas B2B es una obligación pero todavía hay retos internos de tecnología y de prioridades de recursos.”
“Salesforce es un desafío porque es muy cansador y hace que la adopción sea más difícil y desgana. La palabra mágica es automatización.”
“Los jefes buscan los KPIs, miran el CRM para obtener la información, así que si la gente no lo utiliza, no puede dar las cifras a sus jefes.”