CRM

• PipeDrive
• Zoho CRM
• Kommo
• Altegio
• Bitrix24
• Albato

Don't see your CRM? Create the integration via REST API.

Integrating a Cloud PBX with a CRM system greatly enhances how you manage customer interactions and increases your team's efficiency. Here are the key features that become available through this integration.

When an incoming call comes in, a customer card automatically pops up on the screen. It shows important details like the customer's name, contact information, interaction history, and notes from previous conversations. This allows your team to address the customer by name, quickly understand their needs, and provide personalized service.

If a new customer calls, the CRM automatically creates a new contact and links it to a deal. This saves your team from manually entering data, reduces the risk of losing important information, and speeds up the processing of new leads.

All calls, both incoming and outgoing, are automatically saved in the customer card. This includes call recordings that can be listened to at any time. With this feature, your team is always up-to-date on the latest interactions and can easily recall details from previous conversations.

Every call is recorded and saved in the CRM, allowing you to listen to it whenever needed. This is a valuable tool for quality control, resolving disputes, and training your team.

The integration allows you to get detailed reports on calls, including the number of calls, their duration, outcomes, and other metrics. This helps you evaluate your team's performance, identify areas for improvement, and develop strategies to enhance customer interactions.

If a call is missed, the CRM automatically creates a task for a callback or sends a notification. This ensures that no customer is left unattended, increasing customer satisfaction and loyalty.

With this integration, your team can call a customer directly from the CRM by clicking a “Call” button in the contact card. This saves time and makes communication easier.

In the CRM, you can set up automatic actions depending on the outcome of a call. For example, if the call was missed, the system can automatically send an SMS to the customer offering to arrange a callback at a convenient time or create a task for a follow-up call.

Integrating a Cloud PBX with CRM brings all customer communications—calls, SMS, and emails—into one place. This gives your business full control over interactions and helps maintain high standards of service.

The whole team, from managers to leaders, has access to up-to-date customer information, improving collaboration and helping to achieve common goals faster. For example, a manager can monitor their team's activity in real-time and make adjustments as needed.

Integrating a Cloud PBX with CRM not only simplifies customer data management but also significantly boosts your team's efficiency. You gain the ability to serve customers more quickly and effectively, leading to higher satisfaction and increased sales.