CRM + VoIP integration: faster, less effort

Accelerate your sales and support: click-to-call, screen pop, automatic logging, workflows and analytics. Deployment in Canada and the United States.

Typical features

  • Click-to-call : call from a customer record.
  • Screen pop : automatically open the customer record at the moment of the call.
  • Logging : create activities/calls in the CRM.
  • Automations : tasks, tickets, alerts, follow-ups.
  • Analytics : visibility into performance (sales/support).

Common prerequisites

  • Data model : accounts, contacts, opportunities, tickets.
  • Security : roles, permissions, auditing.
  • Numbers : DID, porting, routing rules.
  • Quality : QoS, tests, monitoring.

Frequently Asked Questions (CRM + VoIP)

Is it compatible with all CRMs?
In the majority of cases, yes. Depending on the CRM, we use connectors, APIs or a custom integration.
Can calls be logged automatically?
Yes: duration, status, agent, notes, recording (if enabled) and links to the customer record.
Does the integration help customer support?
Yes: screen pop, tickets, history tracking, and automations reduce resolution time and improve the customer experience.