Streamline Your Sales Funnel & Strengthen Customer Connections
Manage your pipeline, nurture relationships, and take advantage of powerful calling features—all from within Salesforce.
With seamless integration, the in2tel Phone System brings advanced voice capabilities into your CRM, including click-to-dial, call screen pop-ups, automatic call logging, and more. Empower your team with instant caller insights, reduce manual tasks, and stay focused on what truly matters—wherever they are.
Key Features
Seamless Data Synchronisation: Keep customer information up to date effortlessly. Salesforce and your PBX sync automatically, ensuring you see caller names on all your devices—IP phones, web, mobile, and desktop Clients. Instantly access Salesforce contact details without leaving the app, including phone numbers, company info, and emails.
Instant Call Screen Pops: Know who’s calling the moment the phone rings. Incoming calls automatically trigger a pop-up with the caller’s Salesforce records, giving you instant access to key customer details.
Click-to-Call Convenience: Start calls instantly with just one click. Use the in2tel Chrome extension to dial numbers directly from Salesforce or any webpage—no more copy-pasting.
Effortless Call Management: Control calls without leaving Salesforce. Access advanced features like Call Flip, Transfer, Hold, and Mute to keep conversations flowing smoothly.
Comprehensive Call Logging: Stay on top of every interaction with automatic call journaling. All inbound and outbound calls are logged in Salesforce with essential details like date, time, call status, and phone number.
Smart Contact Creation: Ensure no lead slips through the cracks. Automatically create new Salesforce contacts or leads for unknown inbound and outbound calls, keeping your database complete and accurate.
in2tel Phone System
The Salesforce integration is just one powerful feature of the in2tel phone system designed to optimise communication and enhance team performance.
To explore how our full suite of tools can transform your business, visit the phone system product page for more details and discover how we can help streamline your operations today.
