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Can VoIP integrate with my CRM and other business software?

Yes, modern hosted VoIP systems offer extensive CRM and business software integrations that streamline workflows and improve customer service.

Common VoIP integrations:

  • CRM systems – Salesforce, HubSpot, Microsoft Dynamics, Zoho CRM, Pipedrive
  • Helpdesk platforms – Zendesk, Freshdesk, ServiceNow
  • Microsoft Teams – make and receive VoIP calls directly within Teams
  • Email and calendar – Microsoft 365, Google Workspace
  • Accounting software – Xero, QuickBooks (for click-to-call from invoices)

What CRM integration enables:

  • Screen pop – when a customer calls, their CRM record automatically appears on screen before you answer
  • Click-to-call – dial any number directly from your CRM with one click
  • Automatic call logging – calls are logged against the customer record with duration, time, and notes
  • Call recording links – recordings are attached to the CRM record for easy retrieval
  • Presence and availability – see colleague availability from within your CRM before transferring a call

These integrations save time, reduce manual data entry, and ensure your team has full context for every customer interaction. Ask about integrations when you request your quote.

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