Built-In CRM Telephony

to make calls part of your sales process

Utilize CRM.io's industry-leading telephony capabilities to elevate customer interaction to the next level. Stay connected with your customers by simply clicking the call icon.

Unlock Seamless and Streamlined Communication with CRM Telephony

Take customer interaction to the next level with CRM.io's industry-leading telephony feature

leave-note

Click-to-Call

Connect with your contacts in a click making it exceptionally convenient for communication and collaboration.

Configure PBXPlus

Connect the CRM software to your phone system to facilitate sales and support teams to make calls and interact with your prospective and existing customers.

Outbound Calls

Make phone calls directly from CRM.io! Click the call icon while viewing your leads and contacts to initiate a call. Obtain thorough instructions throughout the entire call process.

How is CRM Telephony useful in CRM?

CRM telephony is a feature in CRM software that enables businesses to integrate their phone systems with their customer relationship management system. This allows businesses to track and monitor their customer interactions, such as inbound and outbound calls, and use the data to inform their customer service strategies. Additionally, CRM telephony can help businesses to identify potential sales opportunities, as well as quickly route customers to the right person, department, or support resources.

Explore More Features

Here are the additional features to look at

Customer Success Stories: Real Results with Our AI-Powered CRM

Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales processes, and drive revenue growth.

  • CRM.io Logo

    The AI Agent in CRM.io has transformed how we handle sales tasks. No more manual data updates or endless follow-ups—voice commands and intelligent automation keep everything running smoothly. It’s a true game-changer for our sales team!

    Sarah J
    Sales Manager at Tech Solutions
  • The B2B Database has been a goldmine for our outreach campaigns. With access to verified leads and actionable insights, our team can now target prospects with precision and close deals faster than ever before.

    CHRISTIAN BJERRE NIELSEN
    CPO at uQualio
  • CRM.io’s Copilot extension is fantastic! Managing leads and deals directly from my browser has saved me so much time. Plus, the integration with LinkedIn Sales Navigator makes networking a breeze.

    Michael W
    Account Executive at GrowHub
  • The AI Cadence feature has made our follow-up campaigns seamless. From emails to calls, it ensures no lead is left behind and drives consistent engagement. Our conversion rates have improved significantly!

    Emily R
    Head of Marketing at ClientEdge
  • CRM.io Logo

    Social Media Management in CRM.io has simplified our marketing efforts. We can schedule posts, track performance, and even align our campaigns with CRM insights, leading to better customer engagement and ROI.

    Mark T
    Marketing Director at Innovate Corp
  • The Telephony App is a must-have. Our team can call directly from the CRM, log conversations, and even analyze call data for better follow-ups. It’s made our customer communication much more efficient.

    David S
    Sales Director at ConnectPro
  • Email verification with CRM.io has saved us from countless errors. It ensures our database remains clean and accurate, helping us focus on reaching the right customers with the right messages.

    Rachel P
    CRM Specialist at NexaMarketing
  • Task Management is incredibly intuitive. Assigning and tracking tasks across teams has streamlined our workflows, and automated reminders ensure deadlines are never missed!

    Jessica M
    Operations Manager at ClientFirst

Frequently asked questions

What makes this CRM different from others?

Our CRM is powered entirely by AI, offering unique features such as an AI Agent for effortless data entry, AI-driven marketing campaigns, comprehensive automation, a built-in 120M database, email verification, a robust telephony application with live transcription, and an advanced browser extension with extensive support for LinkedIn Sales Navigator.

Get Started Now

Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.