Available on Business Phone Pro, Ultra, and Contact Center plans.
The VirtualPBX Zoho CRM Integration has been built to give more value from your business communications, increase productivity, and improve reporting. Employees can seamlessly make and receive calls within Zoho, resulting in streamlined communication and a centralized database. This integration boosts productivity by providing quick access to contact, account, and activity information during your call, saving time and enabling efficient interactions. This integration also enhances your existing Zoho CRM reports by capturing call data, enabling businesses to generate insightful reports and make data-driven decisions.
Zoho CRM Integration Features
The Zoho CRM integration is a major productivity booster. Our development team focused this native integration around existing Zoho functionality for their Enterprise and Ultimate Plans, giving you added value right out of the box. Your fluent CRM users will be immediately productive in their new integration because it leans on its existing core aspects.
- Automatic screen pops on incoming calls with helpful caller information
- Answer calls without leaving your CRM
- Automatic creation of phone call tasks
- Click to call for outbound calls from contact records
- Dial pad with call history and missed calls
- Direct links to contacts in Zoho right from your dial pad
- Listen to call recordings from your call history menu
- Review all recorded call activities
Ready to take advantage of the Zoho CRM integration? Our team members are standing by to show you what we can do together. Schedule some time to walk us through your needs. All of our plans include our unrivaled, in-house, human support and even more features to help make your business better.
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