How much time does your team lose switching tools?
Looking up a number before dialing. Typing up call notes after the fact. Missing the context a caller's own record could have given you. Every one of those is a small tax on your team's time that adds up fast. CRM Integration connects your phone system directly to your CRM. We offer two levels: Solo, for fast click-to-dial, or Unite, the complete integration between calling and your CRM.
Looking up a contact's number, copying it, then dialing it manually is a small task that happens dozens of times a day. It's not a big problem on its own, but multiplied across a team and a week, it's real time lost to something that shouldn't take any time at all.
The Problem:
Dialing by hand wastes time on every call
How Solo Solves It:
Solo gives individual users click-to-dial and direct integration with Microsoft Outlook or Google Contacts, so calling a contact takes one click instead of a lookup and a manual dial.
Tired of looking up and typing in numbers?
Click-to-dial lets you call directly from a contact, no manual dialing required.
Already keeping contacts in Outlook or Google?
Direct integration with Microsoft Outlook or Google Contacts makes your existing list clickable to call.
Just need the basics, not a full CRM overhaul?
Solo is scoped to click-to-dial and contact integration, without the complexity of a full CRM connection.
A call comes in and the agent has no idea who it is until they ask. The call ends and someone has to manually type up what happened. The recording, if there is one, lives somewhere else entirely. None of that context makes it into the customer record where it would actually be useful later.
The Problem:
Your calls and your CRM don't know about each other
How Unite Solves It:
Unite is the complete license, integrating your phone system directly with your business database or CRM so calls and customer records work as one connected system.
Answering calls with no context on who's calling?
Screen pop can surface the matching customer record automatically the moment a call comes in.
Manually logging every call after the fact?
Calls can be logged automatically in your CRM, cutting manual entry and reducing missed records.
Recordings living separately from the record?
Call recordings can be attached directly to the relevant account or activity in your CRM.
Call recordings can be attached directly to the relevant account or activity in your CRM.
Routing can use CRM data to send callers to their assigned rep or flag high-value accounts automatically.
Need visibility into call volume by account?
Call data can feed into your existing reporting, giving management visibility without a separate system to check.
Still Deciding?
A quick way to see what fits.
Both solve the same basic problem: manually bridging your phone and your CRM. The difference is how deep that connection goes.
Just want to stop dialing by hand?
Click-to-dial from your existing contacts. Start with Solo.
Want calls, records and reporting fully connected?
Screen pop, automatic logging, and CRM-based routing. Unite is the complete integration.
Starting with Solo doesn't lock you out of Unite later. You can move up whenever your needs grow.
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