CRM integration

Connect your phone system to your CRM

Call Central’s cloud phone system integrates with the most popular CRM platforms, so every call is logged, every caller is recognised and your team can dial with a single click.

Rich integration features with stunning simplicity

Everything your team needs to put the phone and the CRM side by side.

Click to call

Call contacts and leads straight from your CRM with a single click. No more dialling numbers by hand while you look at a contact or lead.

Automatic call notes

Log call notes in your CRM straight after a conversation, so every interaction is captured against the right contact and your team stays on the same page.

Incoming screen pop-up

When a call comes in, the caller’s CRM record pops up on screen with their contact details, deal history and more, so every conversation feels personal.

Auto contact creation

Calls from unknown numbers can create a new CRM contact manually or automatically, so no lead slips through the cracks and there’s no extra admin.

Contact sync to phonebook

Keep your phone system’s phonebook in step with your CRM contacts automatically. No duplicate entries and no out-of-date directories.

Contact look-up

Incoming and outgoing calls are matched to existing CRM contacts in real time, so your team always knows who’s calling and which organisation they’re from.

Available features depend on your CRM platform and may not be supported by every CRM.

Ready-made CRM integrations

Your CRM and your phone system are both vital for keeping track of customer conversations, and they work best together. Integrating the two lets them share data automatically, so your team can dial faster, log calls without extra admin and see who’s calling before they answer.

Call Central’s phone system is CRM-friendly and works with the most popular CRM platforms out of the box.

Custom CRM integration template

If your CRM isn’t on the ready-made list, that’s no problem. We can connect it using a custom CRM integration template. Start from a default template, such as Zoho CRM or Salesforce, or build your own to link your CRM with your Call Central phone system. It’s all set up in one simple interface with minimal technical know-how.