CRM Solutions

CRM Integration

ioCONNECT-UC-CRM (Coming August 2023)

The ioCONNECT-UC-CRM Integration service provides a modern UCaaS solution to provide white-label CRM integration. With ioCONNECT-UC-CRM, you can provide full-featured CRM services to your customers using desktop applications for both Windows and Mac. This robust service provides reliable CRM contact pop-ups and click-to-dial for the most popular online CRM providers. This service can be combined with our ioCONNECT-UC-CALLcenter service and provide full-featured reporting, statistics, and agent functionality.

ioCONNECT-UC-CRM

Why CRM Integration?

The business landscape has changed, with the rise of SMBs utilizing online CRM, many companies and organizations now rely on CRM services that provide better customer relationships and service. The ability to instantly have customer information available is critical when providing customer service and support.

With ioCONNECT-UC-CRM, your customers and clients will have access to their customer information the second they are called via a web browser pop-up based on the callers' number. This UCaaS application provides a modern solution with security and reliability.

This private-label CRM integration service has the important features CRM users want and is part of our larger UCaaS offering from ioCONNECT.

Our UCaaS features allow any organization to provide world-class service and support with CRM integration :

CRM Pop-up Web Browser Window
Click to Dial
Desktop/Laptop Softphone with Dialer (Windows or Mac)
Hold
Transfer
Call Park
Call Record
Address Book
Statistics
Supports major CRM providers including, Salesforce, Microsoft Dynamics CRM, Hubspot, Zendesk, Zoho, Zoho Desk, Freshdesk, Pipedrive, Clio, Bitrix24, and amoCRM
Private-Label
Available 7x24 to your customers