Integrating CRM with CallPlus: Seamless Workflow Automation

Stop switching between windows. Learn how integrating your CRM with CallPlus creates a unified workspace for better data management and customer insights.

Data silos kill productivity. If your agents are manually copying data from your dialer to your CRM, you are losing money. CallPlus CRM Integration bridges this gap, providing a seamless flow of information.

Unified Agent Desktop

With our CTI (Computer Telephony Integration), incoming calls trigger an automatic "Screen Pop" of the customer's CRM profile. Your agents know who is calling, their purchase history, and their last support ticket before they even say "Hello".

Automated Call Logging

Forget manual data entry. Every call made via CallPlus is automatically logged in your CRM with details like:

• Call Duration
• Call Recording URL
• Disposition (Sale, Follow-up, Not Interested)
• Timestamp

Supported Platforms

We offer native integrations with Salesforce, Zoho, HubSpot, and LeadSquared. Using a custom CRM? Our robust REST APIs allow for easy custom integration.