Grow your hosted phone business with CRM integration

If you sell PBX or SIP trunks, you might already suspect the hard truth. To grow your hosted phone business, you need to bring more to the table than basic calling.

In today’s market, a business phone system is so much more than just a tool for making and receiving calls. Business owners, big and small, expect it to work hand in hand with the other software they rely on, especially their CRM.  

That’s why CRM integration has become one of the most valuable PBX features you can offer, and why it’s time to make it part of your UC sales strategy.

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Basic phone systems aren’t enough anymore

Businesses big and small depend on their CRM and business platforms, and they want their communication tools to fit seamlessly into their workflow.  

You’ve probably had customers ask questions like:  

“Do you offer calling from Salesforce?”  

“Is there a way to log customer calls in Hubspot?"  

“Can we see the customers’ name on incoming calls?”

Businesses expect their IT systems to talk to each other. But when their phone system is separate, workflows are disconnected.  

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New to CRM integration? Opportunity awaits

If you’re not already offering CRM integration, you’re in the perfect position to help your customers solve this problem.

CRM integration isn’t just another technical feature. It’s a value-add that puts cloud calling at the heart of daily workflow.  

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What CRM integration means for your customers

Your clients will immediately see the benefits. Instead of dialling numbers manually, they can click to call directly from their CRM.  

When the phone rings, their screen instantly shows who’s calling and pulls up the relevant customer record.  

Every call is automatically logged and stored, eliminating the need for manual note-taking. The result is faster responses, better organization, and a smoother experience for both sales and support teams.  

What once seemed like a luxury has now become an expectation.  

Fortunately it’s an expectation you can easily deliver, with the CRM integration add-on for AdvancedPBX. A simple, affordable, and straightforward way to connect business systems with business telephony.

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Already selling CRM integration? Simplify & scale

Traditional CRM integrations create unnecessary friction. They require multiple logins, manual licence management, and separate billing. In some cases, CRM integration can even require custom development.

What if you could upsell your clients with high-value CRM integration, all with the simplicity of a single bill and a management portal built-in to their PBX?  

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AdvancedPBX makes it simple

Most PBX vendors either don’t offer CRM integration or make it too complicated and expensive to deploy. That’s where we’re different.  

Our AdvancedPBX platform includes CRM integration as an optional add-on, so you can activate it easily for any customer, without custom development.  

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Connect all major CRMs

A single subscription includes connectors for over 250 popular CRM systems. Out of the box you’ll be able to deliver integration with Hubspot, Salesforce, Zoho, Microsoft Dynamics as well as leading practice management and accounting apps.

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Connect Microsoft teams

Microsoft Teams integration is also available (but will require separate Microsoft Phone licensing and Direct Routing configuration).  

The AdvancedPBX CRM integration is a turnkey upgrade that adds immediate value while keeping you in full control of your customer relationship.

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Don’t let customers look elsewhere

If your CRM integration is costly or over-complicated, you risk losing business to someone who makes it simple.  

Customers are looking for complete, connected solutions, and if you can’t deliver them, they’ll find a provider who can.  

By partnering with Telcoinabox, you’ll be able to say “yes” to those CRM integration requests and turn each one into a new opportunity to grow your revenue.

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Ready to Grow?

The Telcoinabox platform is built to help MSPs and telecom providers win more deals, retain more customers, and offer a modern, profitable telecom solution that today’s businesses actually want.  

If you’re ready to add or refresh CRM integration, let’s talk about how we can make that happen: quickly, easily, and profitably.

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