Cloud Phone System For Modern Businesses

10 Must-Try Features of Yeastar Cloud PBX

10 Must-Try Features of Yeastar Cloud PBX

Yeastar Cloud PBX comes with the enterprise-grade communications feature set. There are probably some useful features you have yet to uncover. Read this blog to explore the top 10 features that hit the most popular list and assist remote working in this challenging time.

IVR (Interactive Voice Response): set it up as your always-on 24/7 receptionist

Customers call in for various purposes. To save staff time on answering basic questions and provide smooth customer experience, modern organizations use IVR to customize appropriate voice response greetings and custom menus, making sure incoming calls come to the right person or department. For example, callers can press “1” to reach the sales team, “2” to reach the support team, etc. Particularly, during the pandemic, you can quickly record and upload an announcement to inform your callers of any changes in your services.

Call Forwarding: redirect incoming calls to designated destinations

As a basic call feature, call forwarding allows an incoming call to a designated destination under different conditions. It is particularly beneficial for businesses to set up multiple call forwarding rules to handle different scenarios. For example, “When Busy”, ask the caller to leave a voice message. When “No answer”, ring your mobile phones then. During remote working, call forwarding helps redirect incoming calls from your office to alternate numbers, including a mobile phone number or other phone lines.

Related: Yeastar Cloud PBX FAQs

DID (Direct Inward Dialing): have a local number for international presence

Organizations nowadays are moving beyond the boundaries and are expanding to make a global footprint. Obtaining DID numbers allows you to appear as a part of the local community yet not have a physical location in the area. For example, you are a Singapore-based business looking for prospects in the US. You can simply purchase a DID number that is local to the US and have it forwarded to your PBX system in Singapore. In short, DID helps businesses have a local presence anywhere in the world.

Linkus Softphone: have the office extension in the palm of your hand

A big plus of Yeastar Cloud PBX is the free Linkus Softphone with unified communications capabilities. Available using Microsoft Windows, macOS, iOS, and Android, Linkus allows you to not only handle business calls on your mobile phone or desktop but also enhance collaboration with conference, presence, chat, CRM Integration, etc., while saving substantial call-related and equipment-related costs. It is a great help to facilitate remote working and enable boundary-less business communication experience.

Related: 10 Things We Love about Linkus Softphone App

Voicemail to Email: send employees voice messages to their email address

With this feature, employees will receive voice message audio files as email attachments to catch up with clients and quicken response time when out of the office, avoiding voicemail messages being ignored and missed. Besides, with voicemails in the email folder, remote workers are allowed to categorize, rename, delete, and even forward them to colleagues if needed. Alternatively, you can also check voicemails directly on your mobile phone or desktop via Linkus Softphone.

Queue: let callers queue up while waiting for an available agent

Businesses of a lot of staff are especially in need of directing incoming calls to different destinations such as Sales, Customer Service, etc. and make sure the callers are properly prompted. Better than being on hold, going to voicemail, or getting a busy tone, the customer is informed that his or her call will be handle as soon as an agent is available. For small business customer service, this feature reduces the number of missed calls as well as the negative effect of busy signals on customer experience.

Conference: Initiate conferences easily and quickly to bring everyone together

Ad hoc conference is a convenient way to have a meeting whether you are in the office or not. With Linkus Mobile Client, you can assemble team members for an instant meeting by initiating a conference and invite any members by adding their extension or phone numbers on your mobile phone. Linkus will make calls to the invited parties immediately, and they can enter the meeting by picking up the call. Besides, you can also establish a multi-party call via the Conference Panel on the Cloud PBX web interface to get better control.

Contacts: create a central, company-shared contacts list

Many businesses require a shared internal/external contact list that is accessible to all or certain members of the organization to streamline resources and facilitate business tasks. With the feature, Cloud PBX admins can create a list of corporate contacts shared with certain employees while individual extensions can create and manage personal contacts exclusive to themselves. In addition to the contacts management console on the PBX’s web interface, all contacts are also synchronized on Linkus Softphone to enable easy dialing.

Auto Provisioning: arrive plug-and-play ready by provisioning SIP endpoints in bulk

When having tons of IP phones to set up from scratch, the workload could literally drive you crazy. With our Cloud PBX, you can use auto phone provisioning to finish the work in bulk. It automatically registers SIP endpoints to Cloud PBX and allows you to configure them in the web interface, such as changing passwords and associating user. There is no need to be present on-site to make these changes, as you can access the phone system with administrator credentials from any secure internet connection.

Related: See which phone models are supported.

CRM Integration: align communication and data to create greater possibilities

Your cloud-based phone system and CRM platform can complement each other through the integration. For instance, when your CRM contacts reach out, a pop-up screen will unfold correspondent customer profile and data collected from both systems for your agents to personalize customer service. Another example, with information such as inbound and outbound call details, voicemail, recording, etc., companies will gain deeper insight into customer interactions. At Yeastar, we offer free and out-of-box integration with Zoho CRM.

Find out more advanced Cloud PBX features here. Sign up for Yeastar Cloud PBX Free Trial and put these features in good use.

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

Integrations

Integrate various CRM software for better customer service and satisfaction.

Enable transcription of audio messages into text with integration of third-party transcription service.

Enable API for integration with various third-party integrations for advanced performance such as call center and hotel reception services.

System

Provision email SMTP and template settings for event notifications to be sent out.

Manage storage allocation and duration of various types of data being stored on the PBX.

Determine the types of event notifications to be sent out, and the parties receiving them.

IVR

Add various audio voice prompts to be played according to different call scenarios.

Add voice prompts on multiple levels for more effecient and precise inbound call routing.

Voicemail

Customize default voicemail settings for each user extension.

Add various voicemail messages for allocation to different call scenarios and users.

Provision specific rules to how voicemail messages are played over the PBX system for better caller experience.

Reports and CDR

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Use intuitive visual call reports, to check various call statistics over extensions, trunks, queues, ring groups, and more.

Call reports can be viewed and downloaded directly from the PBX, or scheduled to be sent via email to respective parties.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Limit the number of otbound calls users are allowed to make within a time period to protect against toll fraud.

Restrict certain country codes for outbound calls either company-wide or on certain extensions.

User Login

Determine extension ranges for different functions.

Define use of different voice prompts depending on call scenarios or intended function.

Provision basic and advanced SIP settings to be used on the PBX.

Recordings

Record all calls made on specified trunks, including inbound and outbound calls.

Recordings

Record all calls made on specified extensions, conferences, or call queues.

Paging and Intercom

Create different types of paging and intercom broadcast groups for selected extensions.

Set a time schedule to automatically start your broadcast.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Conference

Pre-set conference settings and dial-in passwords for security, and allow internal users to send conference invites to external parties.

Speed Dial

Create multiple speed dial numbers to respective external numbers frequently used for outgoing calls.

Speed dial is activated when the set prefix (default or customized) is dialed.

Ring Group

Create multiple ring groups and determine custom ring strategies and failover settings for each.

Call Queue

Create different call queues with specific ring strategies and failover settings.

Static agents permanently answer calls in queue, while dynamic agents can log in and out. Allocate different extensions to each group.

Determine what actions are to be allowed for Mangers or Agents to manage on the Queue Panel.

Call Control

Have calls received on specific SIP trunks routed to designated extensions or destinations within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Organize company contacts into dedicated phonebooks and determine accessibility rights to extension groups for each.

Bulk import a list of contacts instead of having to key details in individually.

Role and Client Permission

Pre-defined user roles within the PBX are conveniently available for allocation, or create your own set of permissions.

Restrict users from viewing specific extensions, departments, or extension groups with Extension Visibility.

Allow or resrict specific users from managing or viewing certain company contacts

Auto Provision

Pre-defined setting parameters specific to respective IP phone models are conveniently available for easy set-up.

IP Phones can be quickly provisioned to your Yeastar PBX with just the pre-defined template and device MAC address.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Different types of trunks can be created, Caller ID can be customized.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Configure default call and user settings for individual extensions.

Customize allocation of user extensions to specific ring groups.

Portal Login Page

Receive your administrator log-in credentials and set-up guide via email.

Log-in on any web-browser to get started with PBX set-up.

Installation Wizard will guide you through basic configurations.

User Login

Access all company contacts made available to you by the administrator.

Create your own personal contacts list for easy reference and dialing.

Bulk import contact details for convenient data entry.

User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.

Determine if users can access, play-back, or download call logs and recordings from the pbx.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Determine specific the range of SIP ports for connection between your PBX and endpoints.

Restrict country codes for outbound calls either company-wide or on certain extensions.

Voice Prompt

Upload and designate customised audio recordings at multiple levels of a call journey.

Upload recorded music to fill the silence that would be heard by callers on hold.

Upload customised voice prompts to create a professional call experience.

General

Customize general call preferences either company-wide or for individual extensions.

Set-up feature dial codes for convenient user navigation to specific call features.

Determine how voicemails are retrieved, and also upload custom voicemail recordings.

Call Features

Add multiple automated responses to be played at different phases of a call journey.

Designate specific extensions to ring concurrently based on an external caller's dial pattern.

Customize messages and waiting times to keep external callers engaged when put on hold.

Call Control

Have calls received on specific SIP trunks routed to designated extensions within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Provision SIP trunk settings and dedicate them to particular extensions.

Bulk add DDIs on each SIP trunk, for allocation to an individual or groups of extensions.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Allocate and deploy specific extension numbers to respective users via email.

Set-up default ring and presence status settings for individual users.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.