Feature
CRM integration: caller details before you answer
Connect your phone system to your CRM so customer records pop up on screen when they call.
- Screen pop
- Click to dial
- Included on Enterprise
How it works
When a known customer calls, their record opens automatically. Click to dial from the CRM, and log calls against the right contact, saving time on every call.
Why businesses use it
Know who is calling
Customer details appear before you answer.Click to dial
Call straight from your CRM.Call logging
Calls recorded against the contact.CRM integration questions
Which CRMs do you support?
Many popular CRMs are supported, and others can connect via the API. Tell us which you use and we will confirm.
Which plan includes CRM integration?
Enterprise.
Ready before the switch-off
Try a VoIPer phone system free for 14 days, or talk to our team on 0800 33 22 66.