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Bring telephony to your CRM

As a salesperson, you depend on calls to communicate with prospects and customers. But when your calls and sales are separate, you can’t measure the effectiveness of your calls and how they influence your sales—or even keep track of who you’ve called. By integrating your PBX system with Zoho CRM, your team can make and attend calls right from their sales software, and measure every call’s result against deals. You’ll also have call histories under each record, so you’ll never lose track of previous conversations.

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How It Looks Like

Single Click Dialing

Stop wasting time dialing phone numbers—make calls straight from Zoho CRM! While you’re looking at your leads or contacts, just click the call icon to start a call.

Make calls part of your sales process

Plan calls in advance to help stay on top of new leads, whether it’s at your own convenience or the best time for your contacts. And your call roster gives you a bird’s-eye view of you and your teammates’ call schedules, for better coordination.

Save time with automatic call logging

Automatic call logging makes manual data entry a thing of the past. Use the call pop-up window to add notes, create follow-up tasks, or assign the contact you spoke with to someone else.

Kick off your call strategy with built-in telephony

With Zoho CRM’s built-in telephony system, you don’t have to worry about choosing and integrating a telephony provider. Purchase local or toll-free numbers for the users in your organization and assign unique outgoing numbers to help your sales reps build a personal connection with your customers.

Connect with multiple vendors for all your needs

You may want to connect your teams in different locations with their own telephony system based on the availability or cost of the service, or other factors. Multi-vendor telephony support in Zoho CRM gives your business the flexibility to assign individuals or groups of users to different telephony systems, and move users between different providers based on your business needs.

How it Looks Like

Description

  • Stop wasting time dialing phone numbers—make calls straight from Zoho CRM! While you’re looking at your leads or contacts, just click the call icon to start a call.

Make calls part of your sales process

  • Plan calls in advance to help stay on top of new leads, whether it’s at your own convenience or the best time for your contacts. And your call roster gives you a bird’s-eye view of you and your teammates’ call schedules, for better coordination.

Save time with automatic call logging

  • Automatic call logging makes manual data entry a thing of the past. Use the call pop-up window to add notes, create follow-up tasks, or assign the contact you spoke with to someone else.

Kick off your call strategy with built-in telephony

  • With Zoho CRM’s built-in telephony system, you don’t have to worry about choosing and integrating a telephony provider. Purchase local or toll-free numbers for the users in your organization and assign unique outgoing numbers to help your sales reps build a personal connection with your customers.

Connect with multiple vendors for all your needs

  • You may want to connect your teams in different locations with their own telephony system based on the availability or cost of the service, or other factors. Multi-vendor telephony support in Zoho CRM gives your business the flexibility to assign individuals or groups of users to different telephony systems, and move users between different providers based on your business needs.