CallsGuru - Teams for iMIS
Executive Overview
| Publisher | ZENTSO S GmbH |
| Product | CallGuru - Teams for iMIS |
| Version | 2025–2026 Roadmap |
| Audience | iMIS and CloudToolz clients |
Vision
Unified Communication. Intelligent Workflows. Seamless Experience.
The Microsoft Teams Phone Integration brings telephony directly into your iMIS Staff Site, powered by CloudToolz. Your staff can make and receive calls, view caller details, log outcomes, and trigger automated workflows — all without leaving iMIS.
At its core:
Every call becomes an actionable, measurable CRM event.
Key Benefits
|
Category |
Benefit |
|
Efficiency |
Make and receive calls directly from iMIS. No app-switching. |
|
Automation |
Log call data, notes, and outcomes automatically into iMIS. |
|
Personalization |
See caller info, membership status, and history in real-time. |
|
Insight |
Dashboards show team performance, call volumes, and outcomes. |
|
Scalability |
Start with CRM integration, scale to full call-center operations. |
|
Compliance |
Azure AD authentication ensures enterprise-grade security. |
Solution Overview
The integration connects Microsoft Teams, CloudToolz, and iMIS into one unified workflow layer.
Key Capabilities:
- Embedded Teams softphone within the iMIS Staff Site
- Contact matching via iMIS API
- Workflow automation via Elsa (follow-ups, tasks, notifications)
- Transcripts and analytics stored securely
- Supervisor and team dashboards for insight
Roadmap
|
Phase |
Description |
Core Capabilities |
Target |
|
Phase 1 – MVP |
Core CRM calling integration |
Embedded Teams softphone, caller lookup, call logging, basic dashboards |
Q1 2026 |
|
Phase 2 – Enhanced CRM |
Automation and analytics layer |
Disposition tagging, workflow automation, transcripts, dashboards |
Q2–Q3 2026 |
|
Phase 3 – Call Center |
Advanced call-center operations |
Call queueing, agent presence, supervisor dashboard |
Q4 2026 |
Business Value by Role
|
Role |
Value Proposition |
|
Agents / Staff |
Spend less time switching systems. Automatically log and tag calls. |
|
Supervisors |
Gain visibility into call volumes, outcomes, and agent performance. |
|
Executives |
Measure engagement effectiveness and member satisfaction. |
|
IT / Admins |
Secure integration leveraging Microsoft 365 authentication and policy control. |
Deployment Milestones
|
Milestone |
Description |
Target |
|
Prototype |
Internal proof-of-concept demo (softphone inside iMIS) |
January 2026 |
|
Internal Pilot |
ZENTSO staff usage for refinement |
February 2026 |
|
Client UAT |
2–3 pilot clients (UK & APAC) |
March 2026 |
|
General Availability (GA) |
CloudToolz Voice for iMIS v1.0 |
April 2026 |
|
Call Center Add-On |
Advanced routing & supervision tools |
Q3 2026 |
Security & Compliance
- Azure AD OAuth2 for identity and access control
- Data isolation within CloudToolz tenancy model
- GDPR compliant call metadata and transcript handling
- Optional data retention policies for regulated clients
Why CloudToolz + iMIS + Teams
One platform. Three systems. Complete alignment.
• CloudToolz orchestrates integrations and workflows
• iMIS provides CRM data foundation
• Microsoft Teams delivers real-time communication
Together, they create a seamless digital workspace connecting every call, workflow, and CRM record.