Sales teams
The head sees how many calls a manager made and how they ended, without invented reports.
Integration
Telephony integration with your CRM
One-click dialling, the client card on screen before you say hello, call recordings inside the deal, and no missed call without a callback task.
- Click-to-call from the client card
- Pop-up card on an incoming call
- Call recordings stored in the deal
Free consultation
Who needs this
Call centres and support
Queues, load distribution and quality control based on recordings.
Medical centres
Booking a patient during the call, visit reminders and bringing patients back for check-ups.
Companies buying ads
You see which channel brings calls, not just clicks.
What exactly we set up
Telephony without a CRM is just calls. The value is in the link: every conversation leaves a trace in the client card.
Click-to-call
Calling from the client card in one click, with no dialling and no digit errors.
Card on incoming
The manager sees who is calling, the request history and open deals before answering.
Recordings in the CRM
The recording is attached to the deal, so the head listens without searching the telephony cabinet.
Missed call → task
Every missed call creates a task with a deadline. The cheapest way to stop losing leads.
Routing and IVR
Call distribution across departments, queues and responsible managers.
Communication reports
Call count and duration by manager, source and deal stage.
How the work goes
1. Choosing or auditing telephony
If you already have it, we review the capabilities. If not, we help pick one for your scenario and call volume.
2. Routing scheme
We map how a call travels through the company: who answers first, what happens after hours, where a missed call lands.
3. Link with the CRM
We configure the exchange: card on incoming, recording in the card, contact auto-created from an unknown number.
4. Training and control
We show managers the daily scenario and the head where to find reports and recordings.
What we connect
We work with Ukrainian operators and cloud PBXs. For a CRM without a ready connector we build the link on n8n.
UniTalkIPTelPhonetBinotelAsterisk / on-premise PBXPlanfixKeyCRMKeepinCRM
Telephony ↔ CRM integration
Roughly 3–5 business days
- Click-to-call and card on incoming
- Call recordings in the deal card
- A task for every missed call
- Routing and queues
- Call reports by manager
- Team training
Frequently asked questions
Can we keep our current numbers?
Yes, numbers are ported to the cloud PBX or connected directly if the operator allows it. Losing a number is not a risk worth taking for an integration.
Is call recording legal?
Provided the other party is informed. The standard practice is a voice notice at the start of the call, which we configure together with the IVR.
What about managers on mobile phones?
Mobiles join the same system via FMC or the PBX mobile app, so those calls also reach the CRM.
How much does the telephony itself cost?
That is a separate operator bill depending on lines and traffic. Our part is the setup and the link to the CRM.