Integration with the CRM Systems
Today, most companies use CRM systems for more efficient operations. Integration with telephony is an important factor in creating a positive customer experience from their interaction with the company.
Integration of the CRM and internal PBX or call center expands the company capabilities in the field of customer phone service.
Tasks addressed by the integration:
- Quick call receipt and handling.
- Automatic opening of the customer card within the CRM interface.
- Automatic dialing of the customer’s number from the CRM interface (click to call).
- Automatic creation of the CRM element from the incoming call.
- Working with call recordings.
Integrating Bitrix24 and Asterisk IP PBX
Bitrix24 is one of the most popular free CRMs in the world. Over 1 million companies across the globe have selected this CRM for themselves. Unfortunately, there is no free solution for integrating IP PBX with Bitrix24, yet some companies have developed affordable solutions for interactions between Bitrix and Asterisk. Smart Solutions OOO or Telefum allow completing the required range of integration tasks.
- Automatic creation of leads from unknown numbers
- Automatic opening of the customer card within the CRM interface.
- Automatic dialing of the customer’s number from the CRM interface (click to call).
- Automatic creation of the CRM element from the incoming call.
- Automatic creation of files with call recordings.
Integrating Terrasoft and Asterisk IP PBX
Terrasoft is one of the world leaders in the market of CRM systems. Our company is Terrasoft’s official partner. For integration purposes, Asterisk uses dedicated software – Terrasoft Asterisk Connector. By integrating Terrasoft and Asterisk, you can:
- Launch business processes in the operator’s window
- Forward the call and go to the completed call card
- Register call time, its duration and handling
- Automatically dial the customer number from Terrasoft’s interface
- See the call card during incoming and outgoing calls
- Customer identification based on the incoming number
Integrating amoCRM and Asterisk IP PBX
AmoCRM is one of the popular CRMs on our market. To integrate it with Asterisk, amoCRM specialists prepared a custom script. All configuration operations are made in the console, so it is better to entrust this work to our specialists
- Make calls directly from the amoCRM interface
- Display customer cards during incoming calls
- Create a new contact when the given phone number is missing in the system (manually during the call from a customer)
- Keep a record of all conversations with customers (links to call recordings are stored on the server where Asterisk is configured and displayed in contact cards in amoCRM)
- Set automatic forwarding to a responsible manager during the incoming call from this manager’s customer
Integrating Asterisk IP PBX with other CRMs
Quite often, CRM systems are designed for a certain business process. There are multiple solutions designed for a specific sector (medical CRMs, CRMs for tourist companies, real estate agencies, dry cleaning, etc.). Developers of various industry solutions usually enable their integration with Asterisk-based telephony. Out experts will help you connect your CRM and telephony. As of today, this is an important condition for your business to thrive. We will help you solve the following tasks at the time of connecting your telephony to business systems:
- Integrating Asterisk with SugarCRM, vTigerCRM, other industry systems
- Creating scripts for calls from the website
- Consultations on the most efficient implementation of telephony into your IT architecture
- Integrating telephony with 1C
Category:BenefitsNon-categorized
