Services / CRM integration

Better Customer Engagement with CRM integration

The best customer service technology, amplified by Voiceflow.

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Caller Preview

Displays the caller’s name in the Preview or Phone window.

It displays when a match against it is found in the integrated business application(s). In addition, the CRM’s Notes field is displayed, where available.

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Contact Popping

Convenient view of caller’s contact record.

Click the business application’s icon in the Phone or Preview window and the caller’s contact record is opened directly in the integrated business application.

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Contact searching

Search all business contact directories.

Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.

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Activity Logging

Record calls and make quick notes.

Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.

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Click to Dial

Click highlighted numbers to dial from desk phone.

Makes it possible to dial directly from the business application.

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Our Integration List

The following is a listing of all the services we currently integrate with:

icon Salesforce
icon Zendesk
icon Sugar CRM
icon Microsoft Outlook
icon Connectwise Manage
icon Freshdesk
icon Connectwise Manage
icon Netsuite CRM
icon Job Diva
icon Bullhorn
icon Hubspot
icon Zoho
icon Autotask PSA

Don’t see your CRM? Have a proprietary CRM system? If either of these are the case, contact us directly for a custom quote.

Cooperation

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