Zoho CRM is a powerful platform designed to manage customer relationships effortlessly. in2tel Phone System offers two flexible integration options, tailored to your Zoho CRM edition for enhanced calling and workflow efficiency.
CRM API Integration (Free Edition): Connects with the UC Client enabling features like click-to-call, call logging, and advanced telephony functions—at no extra cost.
PhoneBridge Integration (Paid Edition): Delivers a more seamless calling experience directly within Zoho CRM, ensuring smooth communication and workflow integration.
With in2tel’s Zoho CRM integration, users can automate repetitive tasks, access customer insights instantly, and enjoy an optimised calling experience—helping your team focus on what truly matters: building stronger customer relationships.
Key Features
Single-Click Calling & Call Control: With the Google Chrome extension, users can initiate calls in one click and manage calls effortlessly—all within Zoho CRM. Features like click-to-call, hold, mute, transfer, and call recording streamline communication without switching devices.
Smarter Conversations with Instant Caller Insights: Incoming calls trigger automatic pop-ups displaying the caller’s Zoho CRM record, giving users immediate access to past interactions and customer details for more personalised conversations.
Automated Call Logging & Performance Analytics: Every call with a CRM contact is automatically logged in Zoho CRM, ensuring accurate tracking of customer interactions. Plus, detailed PBX call reports provide insights into agent performance and help optimise call handling.
Call Recording for Context & Review: All call recordings are automatically saved in Zoho CRM, allowing users to replay conversations and retrieve crucial details whenever needed.
Seamless Contact Sync Across Devices: Sync Zoho CRM contacts with your PBX phonebook, enabling instant access to customer details from any device—IP phones, app (Mobile/Web), and more. Caller names appear automatically on your phone display when receiving a call.
Automatic Lead Creation for New Opportunities: Unknown inbound and outbound calls can automatically generate new contacts or leads in Zoho CRM, ensuring every potential customer is recorded and never missed.
in2tel Phone System
The Zoho CRM 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.
