Beyond the Call: Simplifying CRM Integration for MSPs

In today’s competitive market, businesses now expect their communications to connect seamlessly with the tools they use every day. And at the heart of that ecosystem lies their CRM.

For many MSPs, the challenge isn’t convincing customers of the value ofCRM and telephony integration, it’s managing the complexity that comes with it.

Separate licences, multiple logins, manual reconciliation, and disparate billing systems can turn what should be a value-add into an operational headache.

That’s why AdvancedPBX CRM Integration, powered by Go Integrator Nava, has been purpose-built to help MSPs streamline delivery, strengthen customer relationships, and simplify billing. All within the familiar Octane ecosystem.

Simplify CRM integration

Traditional CRM integrations often create more friction than flexibility. They require juggling platforms, managing licences manually, and reconciling separate bills.

AdvancedPBX CRM Integration eliminates that complexity by keeping everything in one place.

From the AdvancedPBX Manager Portal, MSPs can assign and remove CRM licences on demand, with provisioning and billing automated through Octane.

Licences begin billing only when they are active and stop as soon as they are removed. This eliminates stranded licences and manual adjustments, creating a clean, efficient model that scales effortlessly across your customer base.

What it delivers for clients

CRM integration in AdvancedPBX connects directly to more than 250 leading business platforms, including Salesforce, HubSpot, Zoho, Microsoft Dynamics, and QuickBooks.

End users benefit from a more seamless and contextual communications experience. They can click to dial directly from their CRM, Outlook, or browser, while caller preview and screen pop features ensure instant recognition and record access.

Every call is automatically logged for easy tracking, and new contacts can be added straight from live or missed calls.

A built-in softphone and presence feature deliver unified communication directly from the desktop, and Microsoft Teams integration allows presence sync and click-to-dial via Direct Routing.

Together, these capabilities reduce administrative work, enhance productivity, and ensure every interaction starts with context.

Built for security and easy admin

AdvancedPBX CRM Integration keeps you at the centre of the customer relationship. Management and billing are fully centralised within Octane, maintaining visibility and control.

Vendor compliance is assured through ISO 27001certification, giving you and your customers peace of mind.

The integration is also fully white-labelled, ensuring a seamless customer experience that aligns with your brand. It’s an enterprise-grade solution, delivered with MSP-ready simplicity.

Next steps

Speak with your Telcoinabox Account Manager or contact our Sales Team today to activate CRM Integration for your AdvancedPBX customers.