Click to Dial
£ Free, included with all users
Included in the base user price is our popular Click to Dial feature. This allows you (via a browser plugin) to convert all phone numbers displayed in your web browser into clickable links that can initiate a phone call on either the app, or a physical device.
You can also import a list of business contact using a CSV file, so you know who's ringing.
A free Outlook plugin allows you to click to dial from Outlook contacts.
Seamless Integration
£6 per user
We connect automatically with a wide range of popular CRM solutions, providing a seamless integration between two systems to improve your efficiency and communication.
Take a look now to see if your CRM system can be integrated automatically into our phone system.
Bespoke CRM
£ Free, included with all users
If you have your own CRM software, you can ask your software developer to follow our handy guide on CRM integration and in a few easy steps have your phone system linked to your CRM.
Your developers can build a screen that pop's up when a call comes in, giving you access directly to your database with all the information to hand. If you don't have developers on hand any more, we can quote for development of the plugin for your system.
Frequently Asked Questions
Our most popular questions we get asked about CRM integration, but if you have something you need to know, why not give us a call on 01782 608608
What is phone system CRM integration
VoIP CRM integration is when you connect your internet-based phone system with your customer management software. It helps businesses handle calls more effectively and keep track of customer interactions. With integration, you can automatically see customer details when they call, easily log and record calls, click-to-call from within the CRM, take notes, schedule follow-ups, and analyze call data. It saves time, improves customer service, and makes sales processes smoother by bringing together phone and CRM systems in one place.
Why are the benefits of VoIP CRM integration?
VoIP CRM integration has some cool benefits! Here's why businesses love it
Smooth Customer Interactions: You can see customer details when they call, so you'll be ready to impress them with personalized service.
Time Saver: No more manual data entry! Integration automates call logging and customer updates, saving you time and hassle.
Better Organization: All call info, notes, and follow-ups are stored in one place. It's easy to find what you need and keep track of customer interactions.
Sales Superpower: Click-to-call from your CRM system means no more dialing numbers. Plus, you can schedule follow-ups and track sales activities effortlessly.
Insights that Matter: Analyse call data to understand call volume, duration, and response times. It helps you make smarter decisions and improve your communication strategies.
Collaboration Made Easy: With everything in one system, it's simpler for your team to work together, share information, and provide top-notch customer support.
VoIP CRM integration is a game-changer that boosts efficiency, customer satisfaction, and sales success.
How easy is it to integrate my phone system with my businesses CRM?
Its very easy to achieve. We have a simple installation guide to installing the software and connecting it to your CRM. Our support team are always on hand to help to.
How does VoIP CRM integration improve the customer experience?
VoIP CRM integration enhances the customer experience in several ways:
Personalized Service: With integrated caller identification, customer details are displayed when they call. This allows representatives to greet customers by name and quickly access their information, providing a personalized and tailored experience.
Efficient Issue Resolution: Integration enables easy access to customer history and previous interactions within the CRM system. Representatives can quickly review past conversations, understand customer preferences, and resolve issues more efficiently, leading to a smoother customer experience.
Quick Access to Information: Integration eliminates the need for representatives to switch between systems to retrieve customer data. They can access relevant information, such as order history or support tickets, directly from the CRM interface, enabling faster responses and reducing customer wait times.
Seamless Communication: Integration allows representatives to make outbound calls directly from the CRM system with a click-to-call feature. This eliminates the need to manually dial numbers and ensures a seamless and efficient communication process.
Consistent Customer Service: All call notes, follow-up tasks, and updates are logged within the CRM system. This enables a consistent and unified approach to customer service, ensuring that every representative has access to the same customer information and can provide consistent support.
By streamlining communication, providing quick access to customer data, and facilitating personalized interactions, VoIP CRM integration helps businesses deliver an improved and more satisfactory customer experience.
CRM Integration in a simple step
We have three ways in which you can integrate our phone system with your customer data, so your employees can be more efficient, more productive and better serve your customers in real time. With an extensive range of options to integrate with our software installing on both Windows and Mac's.