CRM Integration for Microsoft Teams and your contact centre

Paxitel allows you to extend your organisation’s return on investment in your CRM.
Paxitel provides a full CRM integration, into Microsoft Teams Phone System and with many existing contact centre and phone systems

Click to dial from CRM

Click to dial from within your CRM and a call event will be noted in your CRM.

Call notes

During and after a call your user has the ability to enter notes regarding the call and this information is synchronised with your CRM

Call pops

Every call that arrives presents a call pop and displays information from your CRM.
The information that is displayed is customisable!
See previous call history with other team members.
Handle multiple number matches with ease.

Paxitel CRM integration with so many CRM platorms

Empower your staff with data from your CRM during phone calls from your contact centre or Microsoft Teams Phone System

Call Pop

Pop-up notification on incoming, outgoing and transferred calls.

Dial out from CRM

Dialling out with one click on a phone number with the Click & Call feature.

Single sign on

Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).

See previous call history

The Call History function allows you to see all contact moments of other users with the phone number over the last 90 days so you can immediately see which colleague had the last contact

Native Application

A native application is available for Windows & macOS providing the level of integration for every call

Multiple CRMs

Under the same user, link multiple CRM integrations to your phone system at no additional cost.

Popular CRM support

We provide CRM integration with the following popular CRMs:
Salesforce, Microsoft Dynamics 365, Zoho CRM and Zoho Desk, Service Now, Freshdesk, Hubspot, IMIS, Zendesk, Microsoft Office 365, Pipedrive, SAP, Sugar CRM, and many more.

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Integration is important

Information sharing between people is important, but information sharing between your business platforms is critical.

Integrations with well over 100 different CRM and ITMS platforms such as Dynamics 365, Service Now, Salesforce, Hubspot, Zoho, pipedrive, SAP, and many more  

 

 

Paxitel advantages