As a salesperson or support manager, you constantly communicate with prospects or customers. But unless your calls and your data are in the same place, you may not be able to record – or even keep track of – who you’ve spoken to recently.
By integrating Zoho CRM with your PBX system, you’ll have access to tools that can help you make phone calls directly from within your favorite CRM.
Our Zoho Phonebridge native integration pulls call details from the records associated with a specific deal, so your team will always be able to measure each call’s effectiveness and recall detailed information about previous interactions with that customer without having to spend time hunting for it on another tool.
This way, you don’t forget what was said or didn’t know how to follow up when needed as there is no longer a need to go back and forth between multiple systems.