Integrate Deskphones with Your CRM for Seamless Connectivity

Enhance Your CRM Connectivity with Physical Deskphones

Unlock a new level of connectivity in your CRM by using physical deskphones that are seamlessly linked to your accounts. This update empowers your communication process and adds a practical solution for those who prefer traditional VoIP deskphone setups. Here are the key features and benefits of utilizing deskphones with CRM integration:

Seamless Deskphone Connectivity

With this enhancement, you can leverage the power of VoIP deskphones that are always connected to your CRM account. Enjoy the flexibility and reliability of making both outgoing and incoming calls directly from your deskphone. This setup facilitates easier communication and streamlines your workflow.

Enhanced Call Handling Capabilities

• Blind Transfer Calls: Effortlessly transfer calls to your team members, ensuring seamless connection continuity.
• Call Recording and Transcription: Automatically record calls and generate transcriptions for increased accountability and record-keeping.

Easy Activation Through Labs

This feature is available through Labs, making it simple to enable and integrate deskphone capabilities into your CRM. Here’s how you can activate it:

Enable via Labs:

Step-by-Step Setup

To get started, navigate through the following settings. Under your account Settings, you will find the configuration options for your VoIP Deskphone.

Advanced Settings – VoIP Deskphone (SIP):

Creating a SIP User and Device

Easily set up dedicated SIP users and devices, ensuring personalized and secure phone activities for each user.

Testing Your Deskphone

After setup, ensure smooth functioning by testing your deskphone and confirming the integration is successful.

Managing SIP Devices

Effortlessly manage and monitor all linked SIP devices from one central location.

This integration not only adds a traditional touch to advanced communication systems but also enhances the versatility and efficiency of your business operations.

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