WakiliCMS and EliteLaw Integration

This integration enables WakiliCMS and EliteLaw users to receive billable call records from CallPesa seamlessly. These records are then linked to files for onward billing.

Key highlights

1. This feature is free of charge on WakiliCMS.

2. Simply set register your profile on WakiliCMS (i.e phone number, secret pin and rate per hour).

3. Download CallPesa and proceed to login using the phone number and pin registered on WakiliCMS.

All calls made using CallPesa will be automatically pushed to your WakiliCMS account.

1. Registering a Profile

Note that you can register from WakiliCMS or EliteLaw or download CallPesa from your phone and register using it. Also, your phone number should be registered in the system.

NB: Once you register from WakiliCMS/EliteLaw you need to update your details on the App as well once you download CallPesa. If you had signed up on the CallPesa App already you only need to update your details WakiliCMS/EliteLaw to activate the account then submit once you are done, which allows the details to also reflect on WakiliCMS/EliteLaw.

Please follow the steps below:

- Log into the system

- Go to Addons module at the top right of the page

- Click on the dropdown and select CallPesa option, by clicking on it a call log page will pop out

- Click on the View Profile button at the top left of the page to view your profile.

- To register a new profile, click on the Register New Profile at the top right of the page

- Fill in all the details in the provided fields i.e. mobile number, CallPesa pin number, email address, first name, other name, charge out rate, and settlement account

- Click on the Add Profile button once you are done to save your details on the profile

- Once installed register with your phone number, email then passcode to Sign Up then complete the profile by using the details used on WakiliCMS/EliteLaw i.e. First name, other names, entity name, select your industry type, currency, charge out rate and submit to save

2. Fetching Billable Call Logs

This function enables you to transfer the call log(s) list which can be done either daily, monthly to WakiliCMS/EliteLaw which helps you i.e. when billing you are able to mark them as billable, if settled or not, and map them as well.

Please follow the below steps:

- Log into the system

- Go to the Addons module at the top right of the page

- Click on the dropdown then select CallPesa (CP) option a call log(s) page will pop out

- Click on the Refresh button at the top right of the page to fetch the data from your phone to the system, i.e. date, time, mobile number, customer name, duration, billed amount, if billable, settled, etc

3. Linking Calls to Clients

This function enables you to bill clients, capture and sent the billable items to billing which are later inserted to an invoice. This option can be used when billing clients i.e. on a monthly basis where you attach the billed items when writing invoices.

Please follow the below steps:

- Log into the system

- Go to Addons module at the top right of the page

- Click on the dropdown then select CallPesa (CP) option to view a list of all call logs

- Go to the specific customer you wish to map, click on the action button against it

A call Mapping form will pop out then fill in the provided fields accordingly i.e. client, file, if the call is private and send to billing.

Once you are done click on the Submit button which will send it to items billed for that specific client when writing an invoice you are able to insert the items captured then send to clients.

You can watch the demo here.