Integrations

Integrate your VoIPer Virtual PBX and call centre software with your favourite CRM and Helpdesk.

The VoIPer virtual PBX and the CRM perform closely related functions in a company. From the virtual VoIPer switchboard all company calls are made and received. On the other hand, the CRM manages the relationship with the company’s contacts and strengthens the quality of the interactions that occur. Separately they fulfil important functions, but when linked they optimize their performance and efficiency.

More efficient customer service.
Identification of the client that contacts the company.
Contact the customer from your company’s CRM.
Record of interactions with customers.
Automatic opening of the client’s file.

With the integration of the VoIPer virtual switchboard with your CRM, your team will have their office in the cloud accessible from anywhere in the world.

Integrate Voiper with existing tools

ODDO, is the best business management software to run your own business. Millions of satisfied users work better with its integrated applications.

ZAPIER, is a complete tool web that allows us to connect different applications with each other and automate work processes.

SALESFORCE, is a cloud-based platform that provides a unified view of you clients in an integrated platform.

ZOHO, is a single, powerful software suite to manage your entire business.

ZOHO, is a single, powerful software suite to manage your entire business.

SLACK, is a collaboration tool that can replace email and help you and your team work easier.

DOLIBARR, Dolibarr ERP/CRM is a fully modular software for business management of SMEs, independent professionals, self-starters, or associations.

TEAMLEADER, team leader is a platform that unifies CRM, Project management, invoicing, support system and incident management.

Why should a CRM be integrated with the company´s phone service?

CRMs by themselves do not have a powerful VoIP phone system, some are provided with very basic and limited systems. This is where the VoIPer virtual switchboard comes into play with its potential to receive and make calls in the cloud. Its services together with the management and databases of the CRM enhance the results and productivity of your team.

It allows to connect multiple telephone terminals either physical or WebRTC. International calls are cheaper and the service is accessible from anywhere in the world with an internet connection.

What does your CRM bring to the virtual switchboard? One of its outstanding features is that it makes it possible to personalize communications.

The CRM structures all the information about the company’s contacts. Interacting together, virtual switchboard and CRM unite their potential for the benefit of the business.

When a customer calls your company, the call is received at the VoIPer virtual switchboard. If it acts independently, the operator will only be able to see the calling incoming number. On the other hand, when it is connected to a CRM, the operator immediately visualizes in the database all the information of the customer who calls your company.

With the VoIPer virtual switchboard linked to the CRM, when the operator receives the customer’s call, he already knows who he is talking to in real time. Strategic and effective communication is immediately set-in motion.

The CRM has a database that facilitates automation, saving time and effort. Communications with multiple contacts, customers, partners, suppliers, are greatly streamlined.

This database is very useful for the company because it gathers all the information about the client and allows it to be served in a more personalized way.

In addition, very useful information is stored for analysis and improvement of the relationship with customers. That is one of its great strengths.

Another benefit offered by the CRM integration and VoIPer virtual switchboard is the automatic integration of all the data of each incoming or outgoing call.

In the CRM each contact has its file and when there is a call, incoming or outgoing, the data is integrated in real time into the database. This way there is no need for manual records.

From there, all operations are easier. Calls can be recorded, missed calls, voice messages, etc. will be recorded.

The integration of the CRM and the VoIPer virtual switchboard is an engine for negotiations with customers or suppliers. It contributes to the organization of a fluid and dynamic workflow, in which the client is the centre of attention.

Both resources together allow an intelligent management of incoming and outgoing services. An incoming call or an outgoing call becomes a means of attracting a customer.

From that first link with the business, the CRM and the virtual switchboard together, allow not to lose sight of that interested party, prospect or client.

If you want to try a Voiper Switchboard for a 30-day free trial, fill out the form and one of our advisors will contact you as soon as possible

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