Connect calls,
customers and processes
in one place.
We integrate business telephony with your CRM so every call adds value: automatic customer identification, communication history, call logging, follow-up tasks and greater sales control.
call directly from the CRM
customer on screen
call history
less manual work
Connecting tools and processes
Integrate telephony with your CRM and business software.
Every company works with different tools. That is why we adapt the integration to your way of working: sales CRM, ERP, internal applications, virtual switchboard, web forms or tracking tools.
Sales CRM
We connect telephony with your CRM so your sales team can see customer profiles, history and opportunities during every call.
Virtual switchboard
We link extensions, users, queues and incoming or outgoing calls with your company's management software.
ERP and internal management
We can connect calls and data with management tools, ERP systems, billing, support, after-sales or internal applications.
Web applications
We integrate forms, private areas, web applications or internal portals with notifications, calls, tasks or automatic records.
eCommerce and leads
We ensure contacts generated through forms, online stores or campaigns are properly recorded and easy to track.
Automation
We create automatic actions: creating tasks, sending notifications, logging calls, opening tickets or activating internal processes.
It's not just about connecting tools. It's about working better.
A good integration avoids duplication, reduces manual work and gives your team more information at the right time. The result is greater control, faster response times and better customer service.
Discuss your integrationHow do we work?
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01
We analyse your current tools We review CRM, switchboard, sales workflows and points where information is lost.
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02
We define what should be automated We decide which data should be recorded and which actions should happen automatically.
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03
We carry out the technical integration We connect telephony, CRM, APIs, forms or business software.
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04
We test, adjust and provide support We ensure your team can use everything clearly and reliably.
How it works
From the call to commercial follow-up, everything is recorded.
The goal is for every customer interaction to be connected with your system: who is calling, what they need, what has been done and what the next step is.
A call comes in
The customer calls the company switchboard, extension, sales queue or main business number.
The CRM identifies the customer
The system searches the CRM or database using the phone number and finds the matching record.
The customer profile appears on screen
The user sees relevant information before answering: name, company, history and opportunities.
The activity is recorded
The call is recorded with date, time, duration, outcome and the user who managed it.
Follow-up is created
We can generate tasks, notifications, sales notes or automatic actions so no opportunity is lost.
When the customer calls, the team already has the context.
A call should not start from zero. With a well-designed integration, the team knows who the customer is, what is pending, who assisted them before and what the recommended next step is.
- Less time searching for information before answering.
- Better coordination between sales, support and administration.
- Centralised call history and actions.
- Automatic follow-ups to avoid missed opportunities.
Automatic actions
Examples of actions we can activate depending on each case.
Business benefits
More sales control, less manual work and better customer service.
An integration between telephony and CRM is not just a technical improvement. It is a way to work in a more organised, faster and efficient way, with less information lost between calls, emails, notes and follow-ups.
Less lost information
Calls, notes, tasks and follow-ups are recorded within the system, so the team does not rely on memory, paperwork or internal conversations.
Better phone support
When a call comes in, the user has customer context, knows what is pending and can respond faster and more professionally.
Automatic follow-ups
We can create tasks, reminders, internal alerts or automatic records so that no important call is left unanswered.
Greater sales insight
The company can better understand what is happening with calls, opportunities, incidents and customers, and make decisions based on more data.
Want to connect your phone system with your CRM or business software?
We analyse your company’s current system, review how you manage calls and propose a realistic, useful integration designed for your team’s daily workflow.