VoIP CRM Integration

Both your CRM and business phone system are vital tools to keep track of business interactions with customers. And merging the two achieves the best performance of both. Using VoIP-CRM integration allows you to auto-exchange data between two platforms and build relationships one conversation at a time. Your agents, representatives, or managers can boost efficiency with streamlined dialing, auto call logging, and provide a happier experience with real-time customer info upon incoming calls.

Yeastar PBX systems are CRM-friendly and support integration with popular CRM solutions with access to Asterisk Management Interface (AMI). Read on to learn what CRM platforms and integration features are supported now.

hubspot
zoho
salesforce
Bitrix24
microsoft365
sugarcrm

Rich Integration Features with Stunning Simplicity

Single Click Dialing

Single Click Dialing

Dial faster and with fewer mistakes. Stop wasting time dialing phone numbers – simply click to call right from your CRM while you’re looking at leads or contacts.

Automatic Call Journal

Automatic Call Journal

Automatic call logging makes manual data entry a thing of the past. Your call data will be synced to your CRM in real-time to help you keep track of every conversation.

Live Call Pop-up

Live Call Pop-up

Get caller insights instantly with live in-call screenpops that display your contacts profile and history whenever your customers call you.

Create New Contacts

Create New Contacts

Automatically create a new contact when a call is received from an unknown number and supplement the new contact profile easily while you are still in a call.

Unified Communications

Unified Communications

Enjoy all advanced features of Yeastar PBX System that drive easier call handling, team collaboration, and mobility: IVR, Call Recording, Linkus UC Clients…

Exhaustive Lead Management

Exhaustive Lead Management

Maximize interactions with staff and clients with all tools and data in one platform – call handling, customer details and history records, eliminating the grunt work.

These features are highly dependent on CRM and may not be supported on all CRM platforms.

Integration Guides

Related Products

Appliance Edition

P-Series PBX
Appliance Edition

PBX plus more. Deployed on-premises with out-of-box PBX hardware

Cloud Edition

P-Series PBX
Cloud Edition

PBX plus more. Hosted by Yeastar in the Cloud

Software Edition

P-Series PBX
Software Edition

PBX plus more. Self-managed on your own server: on-premises or private/public cloud

S-Series VoIP PBX

S-Series VoIP PBX

Entry-level phone system for small businesses

Related Resources

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Blog

5 Key Advantages to VoIP CRM Integration

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