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PBX & CRM Integration

Customise PBX to fully integrate with your main CRM

IT Geeks On Your Side

We are a group of certified IT experts, highly specialised in world-class VoIP and Video solutions to improve your overall business performance by solving complex challenges.
ORDER PBX & CRM INTEGRATION NOW
Or Book Consultation for FREE

PBX & CRM Integration

Customise PBX to fully integrate with your main CRM
ORDER PBX & CRM INTEGRATION NOW
Or Book Consultation for FREE
What Is PBX Integration with CRM?

PBX is a private telephone network that allows users can talk to each other. Customer Relationship Management (CRM) integration will enable users to connect third-party CRM tools to their call center software, eliminating the need for agents to juggle between apps to access key customer data. Computer Telephony Integration (CTI) Screen Pops automatically pull a current caller/customer’s information from your CRM system and display it on the agent’s screen.

Why Do I Need PBX Integration with CRM?

This helps the agent be fully prepared for the call and prevents callers from repeating themselves. All calls are logged, recorded, and transcribed automatically, contacts are automatically created in your CRM. A current caller/customer’s information from your CRM system will be displayed on the agent’s screen.

What Is PBX Integration with CRM?

PBX is a private telephone network that allows users can talk to each other. Customer Relationship Management (CRM) integration will enable users to connect third-party CRM tools to their call center software, eliminating the need for agents to juggle between apps to access key customer data. Computer Telephony Integration (CTI) Screen Pops automatically pull a current caller/customer’s information from your CRM system and display it on the agent’s screen.

Why Do I Need PBX Integration with CRM?

This helps the agent be fully prepared for the call and prevents callers from repeating themselves. All calls are logged, recorded, and transcribed automatically, contacts are automatically created in your CRM. A current caller/customer’s information from your CRM system will be displayed on the agent’s screen.

Key Benefits

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CRM

CRM integration aims to host complete, accurate data from your business software to give you a full picture of your business and customers.

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Contacts

PBX queries the CRM system to look up the customer’s name when receiving an inbound call. If not found, a contact entry is created in CRM Contacts, the caller name is displayed in the Web Client, and the contact entry includes a link to open the CRM contact.

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Automatically Transcribed Calls

All records are transcribed and archived and can be accessed at any time.

Key Benefits

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CRM

CRM integration aims to host complete, accurate data from your business software to give you a full picture of your business and customers.

noun-contact-2758376-33A96E
Contacts

PBX queries the CRM system to look up the customer’s name when receiving an inbound call. If not found, a contact entry is created in CRM Contacts, the caller name is displayed in the Web Client, and the contact entry includes a link to open the CRM contact.

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Automatically Transcribed Calls

All records are transcribed and archived and can be accessed at any time.

What We Offer

What We Will Do?
  • Analysis of an existing VoIP solution or deployment of a new PBX system
  • Verify Infrastructure Requirements (cloud-based or on-premise)
  • Check of CRM APIs add-ons that can be tailored for an organisation’s specific needs 
Why We Do It?
  • To solve the problem of lack of centralisation. Without a unified task management system and customer communication log it is difficult for even small organisations to provide an exceptional customer experience.
  • For customer retention. When a customer comes to your business with a problem they want it fixed. The easier an organisation can make this process, the happier the customer will be. You will immediately see which client is calling you.
  • To improve workplace efficiency. A solid solution can improve team collaboration, allowing for the needs of customer phone calls to be passed seamlessly from one department to another.

What We Offer

What We Will Do?
  • Analysis of an existing VoIP solution or deployment of a new PBX system
  • Verify Infrastructure Requirements (cloud-based or on-premise)
  • Check of CRM APIs add-ons that can be tailored for an organisation’s specific needs 
Why We Do It?
  • To solve the problem of lack of centralisation. Without a unified task management system and customer communication log it is difficult for even small organisations to provide an exceptional customer experience.
  • For customer retention. When a customer comes to your business with a problem they want it fixed. The easier an organisation can make this process, the happier the customer will be. You will immediately see which client is calling you.
  • To improve workplace efficiency. A solid solution can improve team collaboration, allowing for the needs of customer phone calls to be passed seamlessly from one department to another.

Our Advanced Call Center Products

PBX Deployment

Get end-to-end VoIP network architecture suited for your IP Telephony needs.

 

Advanced Phone System Deployment (PBX) enables businesses to design IP Telephony or integrate it into their existing VoIP networks.

     READ MORE

ORDER NOW
PBX & CRM Integration

Customise PBX to fully integrate with your main CRM.

 

PBX is a private telephone network that allows users can talk to each other. Customer Relationship Management (CRM) integration will enable users to connect third-party CRM tools to their call center software, eliminating the need for agents to juggle between apps to access key customer data.

     READ MORE

ORDER NOW
Call Centre

Let us help you setup and optimise your next best call centre. 

 

Call Center software is a cloud-based business communication software (PSTN, VoIP, text and messaging) that improves call volume management through features that optimize call flows, allow customers to get better and faster assistance, and automate business processes.

 

     READ MORE

ORDER NOW
UCCX Integration

Let us handle and setup your UCCX integrations.

 

UCCX is an application server in the Cisco's Unified Communications suite that provides basic or advanced VoIP PBX and Call Center functions. Additional integrations will expand the functionality and get extra features.

 

     READ MORE

ORDER NOW
Wholesale VoIP

Let us setup A-Z VoIP Termination Platforms for cost-efficiency.

 

Wholesale VoIP (for phone calls and buying DID numbers) allows you to make cheap phone calls in different qualities service plans to best meet your company’s needs.

 

     READ MORE

ORDER NOW
Phone System Billing

Let us handle us solve your challenges with the phone billing system.

 

Phone System Billing allows to gather consumption data efficiently, calculates billing and charging information, and processes customer payments and credits. It also routes the traffic based on the lowest available cost for a route.

 

     READ MORE

ORDER NOW

Our Advanced Call Center Products

PBX Deployment

Get end-to-end VoIP network architecture suited for your IP Telephony needs.

 

Advanced Phone System Deployment (PBX) enables businesses to design IP Telephony or integrate it into their existing VoIP networks.

     READ MORE

ORDER NOW
PBX & CRM Integration

Customise PBX to fully integrate with your main CRM.

 

PBX is a private telephone network that allows users can talk to each other. Customer Relationship Management (CRM) integration will enable users to connect third-party CRM tools to their call center software, eliminating the need for agents to juggle between apps to access key customer data.

     READ MORE

ORDER NOW
Call Centre

Let us help you setup and optimise your next best call centre. 

 

Call Center software is a cloud-based business communication software (PSTN, VoIP, text and messaging) that improves call volume management through features that optimize call flows, allow customers to get better and faster assistance, and automate business processes.

 

     READ MORE

ORDER NOW
UCCX Integration

Let us handle and setup your UCCX integrations.

 

UCCX is an application server in the Cisco's Unified Communications suite that provides basic or advanced VoIP PBX and Call Center functions. Additional integrations will expand the functionality and get extra features.

 

     READ MORE

ORDER NOW
Wholesale VoIP

Let us setup A-Z VoIP Termination Platforms for cost-efficiency.

 

Wholesale VoIP (for phone calls and buying DID numbers) allows you to make cheap phone calls in different qualities service plans to best meet your company’s needs.

 

     READ MORE

ORDER NOW
Phone System Billing

Let us handle us solve your challenges with the phone billing system.

 

Phone System Billing allows to gather consumption data efficiently, calculates billing and charging information, and processes customer payments and credits. It also routes the traffic based on the lowest available cost for a route.

 

     READ MORE

ORDER NOW

How We Work

Step 1

Meet

Share your problems and needs with us. We will gather the details and estimate required project scope.

Step 2

Agreement

We will do initial due diligence and prepare  contract engagement based on your needs.

Step 3

Action

Our experts will build, test, and troubleshoot your system based on the contract agreement.

Step 4

Result

Results will be shared with you and  we will show you the way how issues can be resolved.

How We Work

Step 1

Meet

Share your problems and needs with us. We will gather the details and estimate required project scope.

Step 2

Agreement

We will do initial due diligence and prepare  contract engagement based on your needs.

Step 3

Action

Our experts will build, test, and troubleshoot your system based on the contract agreement.

Step 4

Result

Results will be shared with you and  we will show you the way how issues can be resolved.

Our Happy Customers

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Yes, we are an IT consulting business, but you are important to us regardless of the industry. We treat our clients like our family. Our customer support lines and social network handles are always open to assist you with your needs.
REQUEST A CALLBACK
Yes, we are an IT consulting business, but you are important to us regardless of the industry. We treat our clients like our family. Our customer support lines and social network handles are always open to assist you with your needs.
REQUEST A CALLBACK
  • Site Map
  • Contact Us
  • Australia
  • 1800 861 186
  • Level 54, One One One Eagle Street, 111 Eagle Street, Brisbane, 4000
  • team@kiwiict.com.au
  • New Zealand
  • 0800 700 094
  • 16 Tarndale Grove, Rosedale, Auckland 0632
  • team@kiwiict.co.nz
  • United States of America
  • 1844 558 0055
  • 2400 Unit B15 Belmar Blvd, Wall Township, NJ 00719
  • team@kiwiict.com
  • Site Map
  • Contact Us
  • Australia
  • 1800 861 186
  • Level 54, One One One Eagle Street, 111 Eagle Street, Brisbane, 4000
  • team@kiwiict.com.au
  • New Zealand
  • 0800 700 094
  • 16 Tarndale Grove, Rosedale, Auckland 0632
  • team@kiwiict.co.nz
  • United States of America
  • 1844 558 0055
  • 2400 Unit B15 Belmar Blvd, Wall Township, NJ 00719
  • team@kiwiict.com
  • 2022 Copyright Protected - KiwiICT
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