CRM cloud solutions, CRM and office Phone systems integration

CRM Integration


CRM Integration

Boost sales productivity and build lasting relationships

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? Telx makes this possible by offering a CRM platform that seamlessly integrates with our Hosted PBX services, giving you the best phone system / CRM combination available.

Advantages

  • A secure, web-based CRM platform that can be accessed anywhere
  • Seamlessly integrates with the Telx Hosted PBX phone system
  • Use the Kanban view to effortlessly move, track, and modify opportunities throughout your pipeline
  • Easily customize your sales cycle stages, from prospecting to close
  • Flexibility to add or remove users, applications

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.

Quotation and Invoicing Tool

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.

Forecast Management

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.

Available Features

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

Get Started

Call us today at 416 628 5800 ext. 555 to get a complimentary communications assessment. Find out how a custom designed voice and communications solution by Telx can help your company improve user functionality, efficiency, and lower capital and operating costs.