CRM Integrations

With a full range of features included, our CRM Integration solutions give your business the flexibility you need to increase efficiency and productivity.

CRM Integration from STRATA7 unifies your corporate phone system with the cloud-based applications that your business uses every day. By connecting your STRATA7 business phone service to your CRM applications, we help you increase efficiency and productivity with no complicated deployments or software to download. Our CRM integration integrates seamlessly with CRM apps like Salesforce®, HubSpot®, Google for Work®, Clio®, Zoho®, Zendesk®, and over 70 more providers, giving your team access to advanced cloud phone features within your CRM application.

With CRM Integration from STRATA7, you can make, receive, and log calls without ever leaving your CRM. Incoming and outgoing calls are synced with contact records located in your CRM and desktop call routing allows team members to route calls to others inside your organization without even picking up the phone. It’s time to take make your cloud phone system and CRM work better together with CRM Integration from Strata7.

 

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  • Click to Dial: Search your CRM for the contact you’d like to call and you’re connected with one click.
  • Note Taking and Tagging: Post notes and tags to contact records in the CRM.
  • Integrated Reporting and Billing: Log billable time for client accounts with detailed reporting.
  • Screen Pop: Incoming and Outgoing Call pop on your desktop with CRM contact record details.
  • Automatic Call Logging: Automatically log incoming and outgoing calls even when you’re not in the CRM.
  • Mobility: Log calls from mobile devices and smartphones.