Connect your comms platform to your CRM and business apps.
Click to call from your CRM, automatic call logging, and screen pops on inbound calls. Stop switching between applications and let your communications platform work with the tools your team already uses. UK-wide deployment by IP Four.
90 mins
average time saved per user per day through automatic call logging
35%
improvement in first-call resolution with screen pops
98%
CRM data completeness after automatic logging deployment
UK-wide
deployment capability across all regions
Your comms platform working with your business tools.
Click to Call from CRM
Dial any phone number in your CRM with a single click. No manual dialling, no misdialled numbers, and no time wasted copying numbers between applications. Works with all major CRM platforms.
Automatic Call Logging
Every inbound and outbound call automatically logged in your CRM against the correct contact or account. Call duration, direction, and outcome recorded without any manual data entry from your team.
Screen Pops on Inbound Calls
When a call arrives, the caller's CRM record opens automatically on screen. Your team sees the customer's name, account history, and open cases before they say hello. No more asking callers to repeat their details.
Helpdesk and Ticketing Integration
Calls linked directly to helpdesk tickets. New tickets created automatically from calls. Call recordings attached to tickets for context. Works with Zendesk, Freshdesk, ServiceNow, and other major platforms.
Microsoft 365 and Google Workspace
Deep integration with Microsoft 365 and Google Workspace. Calendar availability shown in the comms platform. Contacts synced automatically. Meetings created from calls with one click.
Custom API Integration
For bespoke business applications, we build custom integrations using the platform's API. Connect your unified comms platform to any system that has an API, including legacy and sector-specific applications.
From scoping to live integration in two weeks.
Integration Scoping
We review the business applications your team uses and identify the integrations that would deliver the most value. Priority integrations identified and documented before any configuration begins.
CRM Connector Setup
CRM integration configured and tested. Click to call, screen pops, and automatic call logging all verified against your CRM data. User permissions and data access rules configured correctly.
Business App Connections
Additional business application integrations configured. Helpdesk, calendar, and productivity tool connections set up and tested. Data flows verified end to end.
Custom Integration Development
Any bespoke integrations developed and tested. API connections built to your specifications. Full testing against your live or staging environment before deployment.
User Training
Staff trained on the integrated workflows before go-live. Focus on the features that will save the most time. Quick reference guides for click to call, screen pops, and call logging.
Ongoing Support
UK-based support for any integration issues. Updates managed when CRM or business app versions change. New integrations added as your technology stack evolves.
CRM integration deployed across the UK.
Challenge: A Liverpool insurance broker had sales staff manually logging every call in their CRM. Each call required 3 to 4 minutes of data entry after the conversation. Staff were behind on logging and call data was incomplete.
Outcome: Unified comms integrated with CRM. Automatic call logging deployed. Manual data entry eliminated. Sales staff reclaimed over 90 minutes per day. CRM data completeness improved to 98%.
Challenge: A Newcastle IT support company had engineers answering calls without knowing which client was calling or what their open tickets were. First-call resolution was low because engineers were starting every call from scratch.
Outcome: Screen pops integrated with helpdesk platform. Engineers see caller details and open tickets before answering. First-call resolution improved by 35%. Average call handling time reduced by 4 minutes.
Challenge: A Bristol recruitment agency had consultants switching between their phone, CRM, and email constantly throughout the day. The context switching was slowing them down and they were missing follow-up actions.
Outcome: Unified comms integrated with CRM and email. Click to call, automatic logging, and calendar integration all deployed. Consultants work from one interface. Productivity improved and follow-up actions captured automatically.
Ready to connect your comms platform to your CRM?
We will review your CRM and business applications and show you exactly how integration would save your team time and improve data quality. Free assessment, no obligation.