CRM Integrations with Cloud One BCS
Cloud One Business Communication Suite integrates seamlessly with popular CRM systems
Ready-made 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.
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
Discover Cloud One Business Communication Suite
Check out our latest BCS Addons to simplify your communication!