CRM Call Center Solutions & API Integrations

Maximize your phone systems capabilities through integration with your call center CRM or other enterprise systems

In today’s world, phone systems and CRM/ERP applications are blending together to create solutions for agents to work quickly and efficiently. With our CRM integrations, we can automate tasks based on call activity. This increases productivity and accuracy by reducing repetitive manual tasks.

In addition, integrating with your CRM can provide combined reporting information such as sales data over call volume for individual agents or teams. With many popular CRMs providing robust APIs, integrations have become quite powerful and the sky really is the limit for what you can do.

  • Use caller ID information on inbound calls to lookup customers in your CRM databases and have this information pop on an agent’s screen as they answer the call.
  • For outbound campaigns, we can work with your CRM provider to incorporate click-to-dial routines so that agent’s simply click on a phone number to dial out
  • Have automatic journal entries made in your CRM/ERP applications based on call activity
  • Attach call recordings to items within your CRM for quick access to past activities. These may get attached to contact records or tickets or opportunities

Schedule A Demonstration

Set Up A Meeting With Our Team And Find The Perfect Contact Center Solutions For You

Contact us today to set up a demonstration. Our dedicated team will discuss your specific needs, walk you through a demonstration of some of our most popular customized solutions and integrations, and then discuss how best to achieve what your business needs.

  • 1-on-1 Expert Review
  • Recommendations From Experience
  • Clarity With Advanced Tools

Serving Dallas, Texas, Fort Worth, Arlington, Irving, Plano, Garland & Worldwide.

Talk to a Convey Five call center specialist today