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CRM Integrations with Cloud One BCS


Cloud One Business Communication Suite integrates seamlessly with popular CRM systems

Seamless integration with top CRMs
Easy Contact access

Ready-made CRM Integrations

Both your CRM and business phone system are vital tools to keep track of business interactions with customers. And merging the two achieves the best performance of both. Using VoIP-CRM integration allows you to auto-exchange data between two platforms and build relationships one conversation at a time. 

Your call agents, operators, or managers can boost efficiency with streamlined dialing, auto call logging, and provide a happier experience with real-time customer info upon incoming calls.
Cloud One business communication systems are CRM-friendly and support integration with popular CRM solutions.

Explore Cloud One Business Communication Suite

Inbuilt CRM integrations

Custom CRM Integration Template

If your CRM isn’t on our pre-built list, no problem. Easily create your own integration using our CRM integration template. View, update, or download default templates (e.g., Zoho CRM, Salesforce) for reference, or build a custom template to connect your local CRM with the Cloud One Business Communication Suite. All configurations are done in one intuitive interface, with minimal technical expertise required.

CRM Integrations Guide

Download our personalized CRM Integration guides below.


Rich Integration Features with Stunning Simplicity



Single Click Dialing

Dial faster and with fewer mistakes. Stop wasting time dialing phone numbers – simply click to call right from your CRM while you’re looking at leads or contacts.


Automatic Call Journal

Automatic call logging makes manual data entry a thing of the past. Your call data will be synced to your CRM in real-time to help you keep track of every conversation.


Live Call Pop-up

Get caller insights instantly with live in-call screen pops that display your contacts profile and history whenever your customers call you.


Create New Contacts

Automatically create a new contact when a call is received from an unknown number and supplement the new contact profile easily while you are still in a call.


Unified Communications

Enjoy all advanced features of Cloud One Business Communication system that drive easier call handling, team collaboration, and mobility: IVR, Call Recording, UC Clients


Lead Management

Maximize interactions with staff and clients with all tools and data in one platform – call handling, customer details, and history records, eliminating the grunt work.

These features are highly dependent on CRM and may not be supported on all CRM platforms

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