CRM Integration Overview
Yeastar P-Series PBX System can be integrated with a CRM system to enable powerful integration functionalities, including click-to-call, call pop-up, contact & call record sync. The integration help employees improve call efficiency and effortlessly track customer interactions, thus quickly building strong customer relationships.
Ready-made CRM integration
Yeastar P-Series PBX System provides out-of-the-box solutions that integrate seamlessly with a range of popular CRM systems, allowing quick and easy setup without the need for technical expertise, and regular updates are provided to ensure the integration remains up-to-date with new features.
Custom CRM Integration
If your desired CRM is not in the list of ready-made integrations, you can implement a custom integration by creating a CRM integration template to integrate Yeastar P-Series PBX System with a CRM that supports REST API. This solution requires basic coding skills, and you will be responsible for maintaining and updating the template to ensure that the integration continues to function and remains up-to-date.
For more information, see Custom CRM Integration Overview.