Phone Systems with CRM Integration

What is CRM Integration?

Many businesses miss valuable business information when it comes to phone calls. The ability to click on a client record, with a call log captured, or screen-pop a client's records when they call your business is not only a great way to improve customer service but also a superb way to record and store interactions through the main customer retention system. The integration is the function that connects the phone system with the CRM platform using sync updates that are passed through web service APIs.

How are calls connected to a CRM?

With the CRM and phone system integrated, any calls made or received a tagged with the unique ID, in this case, a client's telephone number. As soon as the number is recognised against a client record, the data is captured and assigned to the interactions log. When a phone number is clicked to call using the CRM, it is logged and when a client calls, their details will pop up on the CRM screen which is also logged as a phone call interaction.

Which features are available with CRM Integration?

Click-to-call and screen popping are the most common integration features. Click-to-call allows the CRM user to access a client's records and click on their telephone number without needing to dial the number in manually. CRM screen-popping is where a caller rings into the business and their CLI phone number is recognised, showing the user a pop-up screen with their account and data records. Captured and stored recordings/transcripts of calls can also be connected with client records.

Connect your clients with your business phone system

Improve customer service levels and empower staff by connecting your business phone system with the records in your CRM platform. Our team has connected with over 100 leading customer retention management systems to support business growth and unite your communication methods. In addition, if you have a custom CRM platform, our team can provide API connections to enable click-to-call and screen popping.

Why choose Telecoms World for your phone system functionality

Over 20 years in hosted voice

Founded in 2002 we are extremely proud to support UK businesses with cost-effective and easy-to-manage hosted voice and data solutions

5 star sales and support

Client feedback is key to the growth of our product portfolio and sales to customer service processes. Our aim is to make telecoms simple and fuss-free!

Award winning solutions

Our operations team review and test a wide range of award-winning networks and services to ensure that you receive the gold standard at all times

Team of UK based specialists

Our specialists are on-hand to support with sales enquiries, support queries, and discuss any telecoms challenges experienced at your business

Supporting 1000's of UK businesses

We work with 18,500 businesses across the UK. From sole traders to global organisations with a wide range of workers in an office and working remotely