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Voip CRM Integration




Voip CRM integration can be made using a module that allows you to automatically start calls from your CRM applications such as Microsoft Outlook, Microsoft Dynamics and Salesforce. In addition to making calls, it also keep a record of all calls made or received from that contact.



CRM Voip Integration also opens a window with the customer profile and records when it is calling its extension based on caller ID. When a call comes to your extension, you are notified by a popup window containing the contact information of the person calling you. To do this, the application searches within your CRM system. If the caller ID matches a contact telephone number, contact information will be shown in the popup window.

Benefits of Voip and CRM Integration

  • Improve efficiency and automation processes

  • Improve customer interaction keeping call logs and recordings

  • Better management of sales staff and activity

  • Manage effectiveness through access to call recordings

  • Manage remote staff through call logs and recordings

  • Clic to call

  • You can receive voicemail messages in your e-mail

  • Avoid costly errors due to errors or omissions that occur when having to duplicate data in their various applications


  • if you have a sales force or customer service center with many agents, you can increase their performance with a Voip system integrated with the CRM. In this way you can redirect incoming or outgoing calls to available agents while automatically it opens customer file, eliminating downtime.

    Reducing operating costs and improving customer service can be achieved with VOIP and CRM integration, I would say it is a perfect match. The integration of VoIP and Customer Relationship Management (CRM) software systems has become main stream. On-demand CRM software systems now routinely provide the basics of outbound VoIP dialing, inbound screen-pops and packaged integration with hosted services providers, online providers such as Skype, and on API providers such as Cisco.

    The CRM and Voip integration provide an unparalleled way to communicate with customers and business partners.

    CRM Software

    Microsoft CRM
    Microsoft CRM for small business offers some significant benefits, but is MS CRM the right option for you? There are hundreds of different alternatives out there, but find out first the pros and cons of using a CRM from Microsoft.

    Elead CRM
    It is a common practice for a company to acquire an elead CRM software to replace its manual notes contact tracing. These notes can be either manual or personal agendas, notebooks, folders or files on computers with tracking information such as excel spreadsheets, etc.

    Gmail CRM
    Gmail CRM is ideal if you own a small business or a business venture that has just begun. You can have a CRM system through an addon for Firefox and Google Chrome that lets you turn your Gmail into a true CRM.

    CRM SaaS
    CRM SAAS is an application offered through the internet for use by multiple clients while maintaining the privacy of your data and application customization (cloud computing). The user pays for the use of infrastructure (computing machines, storage, connections, security,etc) for the correct operation of the application, and software maintenance (upgrades, bug fixes, storage needed, etc).

    Lotus Notes CRM
    Lotus notes CRM was created by Lotus Development and later acquired by IBM. It offers a wide range of features such as email, calendar, conference and web-collaboration tools, office productivity suite, workflow and document management among others.

    Pivotal CRM
    The Pivotal CRM Software is a state-of-the-art product that has been developed by CDC software. It includes an extensive range of applications that companies have an opportunity to select from in order to advance their relationship with their clients across all departments.

    Iphone CRM
    Smartphone and Iphone CRM tools are a serious advantage for small and medium business. They are not limited to check your email, new applications allow you to access the applications you use in your business, including those involved in ERP and CRM from your Iphone - Smartphone when away from your workplace.

    Prophet CRM Software
    Prophet CRM software is a comprehensive sales and contact management tool created by Avidian Technologies, Inc. Prophet CRM is based on MS Outlook and some of the main benefits are that you can create and manage contacts, sales activities and easily run reports all inside Outlook.

    Salesforce CRM
    Salesforce CRM is an application extremely easy to use and offer solutions for the sales, marketing and customer service areas of your business. It has a huge customer base and is widely popular all over the world.

    Netsuite CRM
    Netsuite CRM software offers businesses of every size the opportunity to improve their team's productivity and integrate their sales and finance processes. Not to mention that they can now securely access their business applications from anywhere.

    Sugar CRM
    If you are curious about what is Sugar CRM and what it can do for your business, you must know that it enables business to organize, record and keep track of all aspects of their relationships with customers. Provides comprehensive management of corporate information on customer accounts and contacts, leads and contact opportunities, and activities such as calls, meetings and tasks assigned.

    Voip CRM
    Voip CRM integration can be made using a module that allows you to automatically start calls from your CRM applications such as Microsoft Outlook, Microsoft Dynamics and Salesforce. In addition to making calls, it also keep a record of all calls made or received from that contact.







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