CRM Integration
If your call center is using any CRM for sales or support, you need to integrate it with your dialer to get the maximum benefits. 365 Dialer provides seamless CRM integration that syncs your contacts, logs calls automatically, and gives your agents all the customer information they need right at their fingertips. Boost productivity and close more deals with our powerful CRM connectivity features.
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API Integration
Connect 365 Dialer with your existing CRM through our robust API. Seamless data flow between systems ensures your team always has the latest information.
Seamless Connection
Our integration works in the background, automatically syncing data without interrupting your workflow. No manual imports or exports needed.
Custom Scripting
Create custom call scripts that pull data directly from your CRM. Agents see personalized information for each contact, improving conversation quality.
Standard Implementation
We follow industry-standard protocols for integration, ensuring compatibility with popular CRMs like Salesforce, HubSpot, Zoho, and many more.
Real-time Synchronization
Changes made in either system are instantly reflected in the other. Call logs, notes, and outcomes are automatically recorded in your CRM.
Priority-based Routing
Route calls based on CRM data like customer value, history, or status. High-priority contacts automatically connect to your best agents.
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Increased Agent Productivity
With all customer information available at their fingertips, agents spend less time searching for data and more time having meaningful conversations that convert.
Automatic Call Logging
Every call, its duration, outcome, and notes are automatically recorded in your CRM. No more manual data entry means fewer errors and more accurate reporting.
Click-to-Call from CRM
Agents can initiate calls directly from within your CRM interface with a single click. This eliminates dialing errors and speeds up the calling process significantly.
Integrated Contact Center and CRM Features
Combining contact center capabilities with CRM creates a unified platform. Agents see complete customer history, purchase records, and previous interactions in one view.
Existing Customer Data Shows on Call Screen
When a call connects, relevant customer data from your CRM automatically pops up on the agent's screen, enabling personalized service from the first word.
Easy to Customize
Our integration is flexible and can be customized to match your specific workflow. Map custom fields, create triggers, and automate actions based on your business rules.
Award-Winning Customer Service
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Integrate your CRM with our powerful dialer and see the difference. Get started with a free trial today. No credit card required.