Coupling

Connect Xelion to 4planning

Connect your Xelion telephone system to log calls and easily save callbacks.

Description

By linking Xelion and 4planning, you connect your telephone system directly to your organisation's environment. This way, incoming and outgoing calls are clearly registered, and you can easily log callback requests for the correct customer, contact person, or organisation.

When a conversation takes place, the linking helps you find important information faster and follow up on actions immediately. Think of missed calls, callback notes, or calls that are linked to a customer or project. This way, you prevent calls from being left unaddressed or appointments from being scattered across loose notes, mailboxes, or WhatsApp messages.

For organisations, the Xelion integration provides more clarity, better follow-up and less manual work. Employees can see more quickly who has called, what was discussed, and what action is needed. This makes telephone communication part of your central workflow in 4planning, giving you more control over customer contact and internal follow-up.

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Features

  • Real-time conversation synchronisation
  • Overview of incoming and outgoing calls
  • Record contact moments
  • Link phone numbers to customers
  • Register callback requests

Costs

This coupling is included in all 4planning Business packages upon request.
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