CRM Overview

CRM Overview

Enhance Your myCloudPBX Experience by integrating your CRM

Elevate your capabilities by seamlessly integrating your CRM with myCloudPBX. Streamline communication and optimize your workflow with these powerful features:

CRM Smart-Open

  • Smart CRM Page Opening for Incoming Calls.

    Automatically open the relevant contact page when receiving calls. Whether it’s a direct match, multiple potential matches, or no match found, myCloudPBX adapts to provide the best possible experience.

Call Journaling

  • Call Journaling with Contact Creation

    Keep detailed call records by logging every conversation. Choose whether to include calls unknown callers, and automatically create new contacts when needed.

Requirements

  • An active myCloudPBX Voice Service.
  • A user configured on the PBX, either Softphone or Deskphone is fine.
  • A Mac or Windows based computer.

Enable your CRM Integration

This is done by following the setup guide specific to your CRM.

Once you have enabled the CRM Integration of choice, all users on your PBX can now sign into the application on their computer.

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