CRM Integration.
CRM integration connects your phone system to your CRM, so your team sees who is calling before they answer, dials with a click from the customer's record and has every call logged against it. Elevate includes integrations for the major CRMs on Pro, and our partnership with Red Cactus connects more than 175 others.
Get in touchKnow Who Is Calling Before You Answer.
The moment a call comes in, a pop-up shows who is calling and their customer information, before anyone has picked up. From the same pop-up you can answer, hold, transfer or end the call, and see who in your team last spoke to them, with the call history for that number going back 90 days.
Cloud Phone Systems
Two Ways to Connect Your CRM.
- Pro includes integrations for Salesforce, Microsoft Dynamics 365, ServiceNow, NetSuite, HubSpot, Zoho, Zendesk, Pipedrive and Sugar.
- Essentials and Pro include a generic CRM screen pop, click to call from Chrome, and meeting integrations for Outlook, Office 365, Google Workspace and Slack.
- Red Cactus's Bubble connects Elevate to more than 175 CRM and business applications, with more than one CRM under the same user at no extra cost.
- Runs as a desktop app for Windows and macOS or in the cloud, with sign-in through your Microsoft, Google or Apple account.
Click to Dial and Log Every Call.
- Click to dial from a contact record, a website or a search result, and a search bar that finds contacts across your CRM, phone system and colleagues in seconds.
- Automatic call logging. Call details and any notes you take are written to the customer's record, automatically or with one click.
- One tool, several systems. Where a business uses two CRMs, or a CRM and an ERP, both can be connected and searched from the same pop-up.
Honest About the Limits.
Functions vary by CRM, so we check what yours supports before anything is ordered rather than after. AI Call Recap transcripts cannot yet be pushed into a CRM through either route; Intermedia say that is a future update, and we will say when it arrives.
AI Call RecapLet’s Talk.
If your team handles regular customer calls, CRM integration makes a real difference to how quickly they are dealt with. We will talk through what your CRM supports and what it would cost.
Get in Touch.
