Virtual PBX Integration allows you to synchronize your CRM system and the CallGear virtual telephony platform in just a few clicks.
Store all Necessary Information in your Client Card
By connecting CRM and telephony, you increase sales and services for your client. The entire history of communication with a client is stored in one window:
- Calls
- Emails
- Notes
- Offers
- Inquiries
Any manager or team leader can quickly find the information they need by analyzing organized data on any client interaction without leaving the CRM.
Store all Necessary Information in your Client Card
Call Records in the Client Card
Recordings of all conversations are also added to the client’s card.
Refresh your memory on a client by reading over the last interaction. Search for key moments and phrases to learn about your customer’s behavior, and seamlessly continue a conversation from the moment you left off.
Call Records in the Client Card
Call Directly from your CRM
The CallGear VBPX Integration allows you to make calls directly from your CRM interface.
Our goal is to make your communication process as convenient and effective as possible.The call widget is located within the CRM.
You can even make outbound calls to your clients without ever having to leave the platform.
Call Directly from your CRM
Receive calls in your CRM
When an incoming call arrives, the client’s card will open in your CRM and you’ll receive a notification of the call and who it’s from.
Before answering the call, your employee can quickly familiarize themslves with the client history, and take the call armed with relevant information.
Receive calls in your CRM
Open source API
Don’t see your CRM on the list above?
Our open API allows you to connect the CallGear platform with any third-party IT system.
Open source API
Integrations
We have implemented native integrations with the following CRMs:
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