Integrate CRM and Telephony
Every call counts, and gets logged
Integrating your CRM with your phone system makes sales more efficient. Click-to-call straight from the CRM, automatic call logging, caller recognition with contact display.
Problems without integration
Manual logging
Every call has to be documented by hand. Time-consuming and often forgotten.
No caller recognition
The phone rings, but who is calling? No way to prepare for the conversation.
Clumsy dialing
Copy the number from the CRM, type it into the phone. Hundreds of times a week.
No call statistics
How many calls does sales make? How long? No data, no optimization.
Integration options
Native integration
HubSpot + Aircall, Zoho + RingCentral, Pipedrive + JustCall. Ready-made integrations.
Cloud telephony
Aircall, RingCentral, 3CX offer CTI interfaces for common CRM systems.
Middleware
Zapier or dedicated CTI middleware connect even unusual combinations.
Browser extension
Click-to-call browser extensions as a quick solution without deep integration.
Typical use cases
Click-to-call
One click on the phone number in the CRM starts the call. Saves time, reduces errors.
Caller recognition
Incoming call, and the CRM automatically shows the contact with history and open deals.
Automatic logging
Every call is documented automatically in the CRM: date, duration, direction.
Call notes
After the conversation: a pop-up for quick notes saved straight to the contact.
Call analytics
Dashboards for call volume, average duration, and availability by time of day.
Best practices
Standardize number format
Use the international dialing code consistently for correct matching.
Define call reasons
Categories for calls (first contact, follow-up, support) for better reporting.
Include voicemail
Voicemails should be logged too, automatically where possible.
Test mobile use
Does click-to-call also work on the smartphones of your field sales team?
Recommended tools & software
Connect telephony and CRM?
We help with the integration for more efficient sales calling.
