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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 clientsClients

Vision

1. Vision: Your CRM Just Learned to Talk

UnifiedImagine Communication.opening Intelligent Workflows. Seamless Experience.

The Microsoft Teams Phone Integration brings telephony directly into yourthe iMIS Staff Site,Site powered— byand CloudToolz.without Yourswitching 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 cantime.

make

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 receivenotes calls,go viewstraight callerinto details, log outcomes, and trigger automated workflows — all without leaving iMIS.iMIS

AtNo itsduplicate core: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.

EveryThat’s callinstant becomesproductivity an actionable, measurable CRM event.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

MakeStaff andstay receiveinside callsiMIS directly— fromno iMIS.app Noswitching, app-switching.no friction.

AutomationAI Assistance

LogAI callsummarises data, notes,calls and outcomeshelps automaticallycapture intokey iMIS.insights instantly.

PersonalizationQuality Control

SeeSupervisors callergain info,visibility membershipinto status,call outcomes and history in real-time.performance.

Insight

Dashboards show team performance,Understand call volumes, sentiment, and outcomes.topics emerging across your team.

ScalabilityConsistency

StartEvery withcall CRMis integration,logged scalethe tosame fullway call-center— operations.no gaps, no guesswork.

ComplianceScalability

AzureStart ADsmall, authenticationscale ensuresto enterprise-gradea security.full call-center model when ready.

4. Solution Overview

TheCallsGuru integrationis connectsthe “voice layer” for iMIS — powered by Microsoft Teams, CloudToolz,Teams and iMIS into one unified workflow layer.CloudToolz.

KeyIt Capabilities:
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

    within the iMIS Staff Site
  • Contact matching

    Caller viaidentification

    iMIS API
  • Workflow automation

    One-click viacall Elsalogging

    (follow-ups, tasks, notifications)
  • Transcripts

    AI-generated call summary and analyticstranscript

    stored securely

  • Link to Teams call recording saved in iMIS

  • Flowz post-call automation

  • Supervisor anddashboards

    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.

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