CRM Integration for Hosted PBX

A Customer Relationship Management (CRM) System can be an integral part in many business processes.  Streamline your customer interactions by integrating your Hosted PBX service with your CRM.

Screenpops for Incoming Calls

Impress your customers by having their information at your finger tips before you even answer the phone.

When receiving a call from a customer, often the first step is to retrieve their information in the CRM.  With CRM Integration this will happen automatically!  When your phone rings, or when you pick it up depending on your preference, the CRM will automatically open up to the screen for that customer.  If the customer does not have a contact record yet, you will be given an opportunity to create one.  Efficiency optimizations like this one make a big difference when you are answering calls all day for demanding customers.

Click-to-Dial for Outgoing Calls

Dial faster and with fewer mistakes.

If you have the telephone number up on the screen, why should you have to dial it into your phone?  With CRM Integration you can dial the contact right from inside the CRM Application.  When you click, this will cause your phone to ring.  When you answer it, the Hosted PBX System will automatically initiate the call to the contact you clicked on, alleviating the need for you to type any numbers (or make any mistakes). Our Firefox Add-On makes clicking to dial telephone numbers anywhere on the web simple.

Open Standards we Comply With

• MS TAPI - Microsoft Telephone Application Programming Interface
• AMI - Asterisk Manager Interface

Leading CRM Software we Support

• Salesforce CRM - Popular Generic CRM
• Redtail CRM - CRM for Financial Advisors

Custom Interfaces

We have in house developers that can write the middleware for just about any application.  Got an idea about how your business could operate more smoothly?  Lay it on us!