CRM Integrations
Unlock the Full Potential of Your Business Phone System
Why Integrate Your CRM with TelCloud?
- Enhanced Functionality: Integrate your CRM with TelCloud and leverage our purpose-built business phone system, complete with all the advanced features you need.
- Telecom Expertise: As a telecom-first company, Inline offers superior unlimited calling plans, toll-free numbers, customized call flows, queues, IVRs, failovers, and more.
- Superior Support: Enjoy the benefit of quick local support, avoiding the delayed response times often associated with Zoho.
- Simple Pricing: Experience straightforward per-seat pricing with unlimited inbound and outbound calls within North America.
- Seamless Communication: Make calls using a real physical phone or softphone directly from your CRM.
- Effortless Call Transfers: Easily transfer calls to coworkers, enhancing team collaboration.
Unlock Powerful Features
- Automatic CRM Account Pop-Up: Instantly see caller details as the CRM account pops up on incoming calls.
- Direct CRM Calling: Make calls directly from the CRM interface, streamlining your workflow.
- Auto Call Logging: Automatically log calls with timestamps for accurate record-keeping.
- Sales & Customer Service Essential: Essential tools to boost efficiency for sales and customer service teams.
- Broad Integration: Integrates seamlessly with TelCloud UCaaS and over 99 other CRMs.
- Automated Presence Function: Keep track of availability and presence automatically.
- Live Call Transfer: Effortlessly transfer live calls to colleagues.
- Instant Contact Records: Automatically pop the caller’s contact record within the integrated CRM on incoming calls or manually with a single click.
- Caller Information at a Glance: Preview who is calling before answering, and view additional caller details, including notes, from the unobtrusive Caller Preview window.
- Effortless Dialing: Dial a contact’s phone number with a single click directly from your integrated CRM.
- Comprehensive Activity Records: Manually or automatically create activity records for received calls, including the ability to add notes.
- Select the Right Account: Choose the appropriate account when an incoming number appears in multiple locations.
- Easily Add Contacts: Add new contacts to your integrated CRM from multiple locations such as the live call Preview window, call history, and missed calls pop-up.
Transform your communication and CRM experience by integrating with TelCloud. Elevate your business efficiency and customer satisfaction with our robust features and seamless integration capabilities.
