CRM Solutions and Office Phone System Integration

Telx Inc. is a business phone service provider offering business phone systems and CRM solutions in Toronto and GTA for over 20 years.

Are you looking for a CRM solution that is affordable and integrates with your Phone System? Imagine having your caller’s information automatically populate on your screen when they call, including their previous purchase history, and any other relevant information you choose to track. How about making your call centre more efficient by having the ability to click once on a client’s phone number to instantly make a call? Another way that businesses use Click-to-Call is for sales and support agents working in a CRM. Telx Inc. offers an integrated dialer that lets reps automatically place outbound calls with just one click. This ability to “Click” the phone number without manually entering it saves time, reduces errors, and increases agent efficiency. Explore  SMS Functionality here. This function allows organizations to send SMS (short message service) messages the same way as sending emails. Telx makes this possible by offering a CRM platform that seamlessly integrates with our Hosted PBX services, giving you the best phone system / CRM and Office Phone System combination available.

Fully Secure

A secure, web-based CRM platform that can be accessed anywhere

Highly Flexible

Flexibility to add or remove users, applications

Kanban View

Use the Kanban view to move, track, and modify opportunities

Easy Integration

A secure, web-based CRM platform that can be accessed anywhere

Easy Integration

A secure, web-based CRM platform that can be accessed anywhere

Intuitive UI

Organize client information, set meetings, calls, add notes

Learn more about our CRM, features and examples.

 

Intuitive User Interface – Automatically Populates Upon Receiving A Call

Organize client information, set meetings, calls, add notes, and even use click-2-dial all from the same place. Anytime a client calls, this user interface will automatically populate on your screen so you know everything about your client before you pick up the phone. CRM and Office Phone System Integration from Telx is a reliable and affordable solution for your business!

crm2
crm3

Quotation and Invoicing Tool –  Automatically Calculate Taxes

Easily create quotations that automatically calculate taxes and use a variety of customizable price lists depending on the client. After a sale has been confirmed, convert the quote into an invoice and email it with the click of a button.

CRM and Office Phone System Integration from Telx is reliable and affordable solution for your business!

CRM and Office Phone System Integration from Telx is a reliable and affordable solution for your business! Call us today at 416 628 5800 ext. 555 to get a complimentary communications assessment and find out how a custom designed voice and communications solution by Telx can help your company improve user functionality, efficiency, lower capital, and operating costs.

Forecast Management – Help Sales Team & Track Conversion

Create a forecast for each sales team and track conversion by comparing actual invoices sent to the customer. The graph makes it easy to see how your team is performing at a glance.

  • Click 2 Dial
  • Customizable Pipeline
  • Instant Messaging
  • Forecast Management
  • Quote and Invoicing Tool
  • Product Management
  • Accounting Management

Please see the demo here:

CRM and Office Phone System Integration

crm4

The advanced and affordable All-In-One Hosted PBX Office Phone System gives you the greatest savings and features that keep your employees connected wherever they work from — office or home.

Leading office phone solution with 100% uptime, and cloud security.

Unlock the full potential of your business telephone system with our comprehensive office phone services designed for businesses, offices, and enterprises. Our phone systems, including hosted PBX and VOIP solutions, offer everything a traditional premise-based PBX does, but with the added flexibility and cost-efficiency of cloud technology. Enhance your business phone experience with our award-winning solutions, tailored to meet your specific needs. Business Phone Service: Enjoy high-quality voice services with unlimited Canada and USA calling, plus all essential calling features included. Phone Systems: Experience HD Voice quality VOIP (Voice over IP) phones and multiple SIP devices. Auto Attendant: Manage your calls efficiently with dial-by-extension capabilities. Voicemail: Benefit from voicemail and voicemail-to-email features, ensuring you never miss an important message. Remote Phone Capability: Work seamlessly from home or remote offices with remote phone options and softphone applications for PC, MAC, iPhone, and Android. Business Phone Line: Get a DID number included per subscriber, similar to your main phone number. Web-Based Call Reporting: Monitor all your call traffic live through web-based reporting. Optional Office Phone Features: Opt for ACD call center, 24×7 call recording, and conference bridge for scheduled conferencing. Mobile Twinning: Synchronize your desk and cell phone, allowing seamless transfers and improved mobility. Conference Solutions: Enhance your meetings with multi-party conferencing and optional conference bridge services. Internet Fax: Go eco-friendly with internet faxing, saving on paper and toner, and enabling faxing from anywhere with internet access. Discover how our office phone solutions can revolutionize your business communications. Contact us today to learn more about our cost-effective and efficient phone line for business services. Telx provides top-notch office phone systems across the GTA, including Toronto, Etobicoke, Mississauga, Brampton, Oakville. Oshawa, Markham, North York, Vaughan, Scarborough, Hamilton, and Milton.