CRM and CTI Integration with Yeastar IP-PBX

CRM and CTI Integration with Yeastar IP-PBX

Providing more information and more options for each call you make and receive, Yeastar IP-PBX CRM & CTI integration boosts productivity for your phone communication.

CRM is widely deployed in the business world to manage a company’s interaction with customers and its sales prospect. Another thing that the business world can’t live without is the phone system, which provides vital communication links to enterprises. Merging the two achieves the best performance of both.

Yeastar IP-PBX is CRM-friendly and supports for integration with popular CRM solutions with access to Asterisk Management Interface (AMI). The open API allows third-party application to be integrated with Yeastar IP-PBX. More CRM support on S-Series VoIP PBX will be coming soon.

And  IP-PBX is a versatile and powerful phone system that can integrate with CRM (Customer Relationship Management) and CTI (Computer Telephony Integration) software to provide a more efficient and streamlined communication experience.

To integrate Yeastar IP-PBX with CRM and CTI software, you will need to use a middleware or integration platform that connects the two systems. There are several options available, including:

  1. Tenfold: Tenfold is a cloud-based integration platform that connects Yeastar IP-PBX with popular CRM and CTI software such as Salesforce, Microsoft Dynamics, and Zendesk. Tenfold provides features such as click-to-dial, automatic call logging, screen pops, and more.
  2. Zapier: Zapier is a web-based automation tool that allows you to connect Yeastar IP-PBX with hundreds of other apps and services, including CRM and CTI software. Zapier provides a visual interface for creating automated workflows that can trigger actions in Yeastar IP-PBX and other connected systems.
  3. Yeastar Linkus: Yeastar Linkus is a mobile app and desktop softphone that integrates with Yeastar IP-PBX and provides features such as presence, instant messaging, and screen sharing. Yeastar Linkus can also integrate with popular CRM software such as Salesforce and Zoho CRM.

Once you have chosen an integration platform, you will need to configure the integration by following the instructions provided by the platform. Typically, this involves setting up an API connection between Yeastar IP-PBX and the CRM or CTI software, configuring the integration settings, and testing the integration to ensure that it is working correctly.

 

crm-integration

Features Supported

  • Click to call, transfer, and hang up directly from CRM screen
  • Optimize agent performance and call center operations
  • Call pop-up with customer records presented
  • Take notes of your calls
  • Keep detail records of your call history

Benefits

  • Enhance relationships with customers
  • Boost business growth and performance
  • Improve productivity and collaboration
  • Maximize efficiency and profitability
  • Gain insight and visibility

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