CRM Integration

Use out APIs to connect VoIPBusiness to your existing CRM, let us know if you’re using a bespoke CRM, we can find a solution. Otherwise, we are compatible with most popular CRMs.

Our VoIP system is compatible with popular CRMs

These are two call forwarding technologies in a Voip phone system – Find me allows the user to receive incoming calls at any location and follow me allows the user to be reached at any number of designated phones, whether in a sequence or ringing all at once.
In some cases, depending on your the PBX is configured, one can also route messages among Voip, voice email, fax and also text messaging apps, if the voip system has unified comms capabilities.
Essentially, Follow Me is call forwarding but from a different destination extension. If no connection is made once all the numbers on a user-defined list has been called, then virtual PBX may route the call to voicemail.
Some also call it mobile twinning, if the caller dials your virtual phone number and your office phone and your mobile phone ring simultaneously. That means multiple phones can ring at once, sometimes apart from mobile and office, one could also make it ring to their home phone or any other phone.
If a user doesn’t want all the phones to ring at the same time, the user can program the hosted PBX to ring each phone in a sequential order, e.g. ring the office one first, then the mobile phone, and the last one could be the home phone and place a rule that if none of them answers, then suggest the caller to leave a voice mail message.

CRM Integration Scenario in PBX

If one user’s extension is 200, you go to a different office in the country or your colleague’s desk and realise that you’ve forgotten to forward your phone – then you can pick up the existing extension where you’re presently at, dial the feature code for follow me, then your extension and password for your extension and the calls to that extension 200 will start to be delivered to your colleague’s extension.

Benefits of the CRM Integration feature?

  • With this feature you can better your strategic planning. As it allows you to track all transactions, billings, and expense and business metrics. You can get a clear picture how your employees are performing.
  • You can also download the call logs or can also have them by email.
  • You can schedule an automatic delivery of call logs on monthly, weekly or daily basis.
  • With call logs you can also listen to the calls that have been recorded with download and playback choices.

Frequently asked questions

This is included in our premium package, so if you are on Basic and Standard, you won’t have access to it. Not everyone needs the Find me/Follow me feature as it depends on how you conduct business.

If you’re doing flexible working or if your business embraces the flexible working element, then this Find me/Follow me call forwarding service is a must have – typically small and medium sized businesses tend to use this feature a lot.

Want to fully try our CRM Integration feature?

We offer a 30-day free trial for paid plans