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CRM & Telephony Integrations

Connecting your phone system with the CRM or tools you already use.

When your phone system and CRM finally talk to each other — every call is logged automatically, and your team saves the time it would spend on manual entry.

What You Get

  • Automatic call logging in your CRM
  • Client data displayed on incoming calls
  • Time saved through less manual entry
  • More accurate records of client communication
  • Integration matched to the tools you already use
  • A tested, reliable data flow between systems
  • Technical integration documentation

Who This Service Is For

  • Companies using a CRM without connected telephony
  • Teams manually entering call data
  • Companies that want more accurate communication records
  • Businesses with sales or support teams that depend on calls

What's Included

  • Analysis of existing systems
  • Integration plan and architecture
  • Configuring the telephony–CRM connection
  • Testing the data flow
  • Basic usage training
  • Technical documentation
  • Support at launch

What's Not Included

  • CRM or phone system licenses
  • Migrating existing data
  • Custom development beyond the standard integration (quoted separately)
  • Long-term maintenance
  • Training your team on the CRM as a whole

// What the Process Looks Like

  1. 01

    System analysis

    We review the phone system and CRM you use.

  2. 02

    Integration plan

    We define what data connects and how.

  3. 03

    Implementation

    We set up and configure the integration.

  4. 04

    Testing & handover

    We test the data flow and hand over the solution.

Price

Pricing is based on project scope.