How does VoIP and CRM integration work?
Using your CRM with VoIP phones has never been easier. With CRM integration, you can utilize all of the advantages of your VoIP phone service to stay organized and access customer information quickly. You'll be able to see notes from previous customer communication, sync systems for data collection, and save time.
Why businesses choose to equip their CRM with phone integration:
VoIP and CRM integration eliminates the need for manual tasks that disrupt the workflow of your employees. After a call, your agents won't need to feed data into a CRM manually because the customer details and call with automatically be saved. This lets your employees focus more of their effort on sales and customer service rather than the tedious tasks that are streamlined by VoIP CRM integration, which will help your business grow.
Our VoIP CRM integration is designed to be:
SCALABLE
Our VoIP and CRM integration is easy to scale as your company grows, with predictable subscription based pricing.
EASY TO USE
Download a simple client to user desktops, and let a setup wizard take care of the rest. Our system is created to be easy to use.
CUSTOMIZABLE
Integrate features that will be especially needed for your business, such as click to dial, recording, and more.
Enhance employee productivity and customer interactions:
SAVE TIME AND REDUCE ERRORS WITH CLICK-TO-DIAL
Add Click-to-Dial, or Highlight-to-Dial, functionality to any web page or program by downloading a simple client to user desktops that integrates with cloud UC. Dialing with a single click is quick, convenient and error-proof.
PERSONALIZE SERVICE WITH SCREEN POPS VIA CRM
Integrate cloud UC with your CRM application by downloading a simple client to user desktops. Users see callers' contact info and a "screen pop" with customer info from the CRM database, enabling personalized service as soon as the call connects.
FENCE CUSTOMER DATA WITH ADVANCED CRM INTEGRATION
Go clientless with our deep and secure integration between cloud UC and Salesforce or Zendesk, which ensures all customer data remains within the Salesfrce or Zendesk environment for increased data security and compliance with privacy.
Integrate your VoIP phones with more than 50 leading CRM platforms.
Got a custom CRM? We can connect to those too!
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Start using VoIP CRM integration.
We'd be happy to get your company set up so you can start using our VoIP and CRM integration tool.
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