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CallsGuru - Teams for iMIS

CallsGuru – Teams for iMIS

Executive Overview

Publisher ZENTSO S GmbH
Product CallsGuru – Teams for iMIS
Version 2025–2026 Roadmap
Audience iMIS and CloudToolz Clients

1. Vision: Your CRM Just Learned to Talk

Imagine opening the iMIS Staff Site — and without switching screens — receiving or making a call, seeing who’s calling, capturing the whole conversation, and having your workflows automatically prepare the next steps.

That’s CallsGuru.

Unified Communication. AI Insights. Zero Friction.

Every call becomes a structured, intelligent CRM interaction that improves service quality and saves staff time.

2. The Low-Hanging Fruits

These are the benefits you get on day one, without needing new processes or deep training:

1) Caller Recognition Immediately

The moment the phone rings, you see:

  • Member name

  • Status & type

  • Recent activity

  • Outstanding tasks

No searching. No delays. No “Who am I talking to?”

2) One-Click Call Logging

At the end of the call:

  • Click “Save Call”

  • Summary, duration, caller, and notes go straight into iMIS

No duplicate typing. No forgetting. No cleanup later.

3) AI Generates the Call Summary For You

CallsGuru can:

  • Transcribe the call

  • Summarize the conversation

  • Identify key decisions

  • Highlight follow-up actions

Staff only review → click → save.

That’s instant productivity gain.

iMIS stores:

  • The call record

  • The call summary

  • The transcript

  • And the recording link

One central place. One workflow.

5) Follow-Up Actions Created Automatically

CallsGuru can:

  • Create tasks

  • Assign staff

  • Trigger workflows

  • Flag renewals or risk signals

AI listens → Flowz automates → iMIS updates.

3. Key Benefits

Category

Benefit

Efficiency

Staff stay inside iMIS — no app switching, no friction.

AI Assistance

AI summarises calls and helps capture key insights instantly.

Quality Control

Supervisors gain visibility into call outcomes and performance.

Insight

Understand call volumes, sentiment, and topics emerging across your team.

Consistency

Every call is logged the same way — no gaps, no guesswork.

Scalability

Start small, scale to a full call-center model when ready.

4. Solution Overview

CallsGuru is the “voice layer” for iMIS — powered by Microsoft Teams and CloudToolz.

It brings together:

  • Calling (Teams)

  • CRM context (iMIS)

  • Automation (Flowz)

  • AI intelligence (summaries, tasks, transcripts)

All in one familiar screen: iMIS Staff Site.

Core Capabilities

  • Embedded Teams softphone

  • Caller identification

  • One-click call logging

  • AI-generated call summary and transcript

  • Link to Teams call recording saved in iMIS

  • Flowz post-call automation

  • Supervisor dashboards

 

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