CRM Connectivity

VoIP telephony & CRM: CTI file reporting.


Discover the functionality allowing you to integrate your CRM with our VoIP telephony to provide customer file feedback.

CRM intégration telephonie
remontée de fiche CRM

Connect your CRM with your calls.

Our computer softphone application allows you to connect your calls with the CRM you use in business.

This feature allows your teams to become more efficient by collecting all the information from the person you are talking to on the phone.


Each telephone number that is entered in the CRM comes out directly in our telephone software to open the associated customer file for you.


Instant functionality.

The file recovery is automatic and instantaneous.

As soon as you pick up a call on your telephone switchboard, the customer file associated with the number opens directly, without your colleagues needing to carry out a manual search.

This functionality is compatible with all CRMs on the market: Hubspot, Salesforce, Axonaut, Youday, Pipedrive, Insightly...

Microsoft teams

Our telephony is compatible with Microsoft Teams!

Une messagerie simple et efficace

Your customers' information at your fingertips.

Depending on your CRM, you directly access useful information to manage your call, without having to carry out manual searches.

You obtain the name, first name, company, exchanges made, tickets in progress or processed.


On our telephone application you also have access to the history of all telephone exchanges with the customer in question: Date, duration, number, incoming and outgoing calls...

Our telephony also works with the Yellow Pages, to find people who are not yet in your CRM.

téléphonie compatible avec la recherche dans les pages jaunes

Our onboarding videos.

Evolution

Axonaut

Hubspot

Questions about reporting customer files?

  • What is a CTI customer file?

    A CTI (Computer Telephony Integration) customer record is a customer relationship management (CRM) tool that integrates telephony functionalities to enable more efficient and personalized interaction with customers.

  • What are the advantages of connecting your CRM to your telephony?

    The advantages of connecting your CRM to your telephony are numerous.

  • With which CRM software is Flexip telephony compatible?

    Our compatibility extends to many customer relations software (CRM) and billing software. We have: Salesforce, Hubspot, Pipedrive, Axonaut, Evoliz and many others...

  • What key information is generally present in a telephone file?

    This information depends on the CRM, each tool has different data fields, here are the main ones:

Ready to connect your tools with your business telephony?

Test our application for free for 7 days, and get the best of IP telephony with your tools.

Activate your 7-day free trial
toute la communication de votre entreprise dans une application

Telephone line

You have a professional landline that can be used via a mobile and desktop application.

Appels Wifi HD

The application uses Wifi calls and High Definition sound technology to be as close as possible to your correspondents.

Unlimited calls in France

You benefit from unlimited calls to landlines and mobiles in France.

Voicemail to Email

The application displays the voice messages and sends them to your email box.

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