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// Services · CRM and ERP

PBX integration with your CRM, ERP and back office.

The right customer record on screen before you answer, every call logged back automatically, and your phone system and business software telling the same story.

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What we connect

  • Screen-pop: the caller's record opens on the agent's screen when the call arrives
  • Call logging: calls, notes and outcomes written back to the CRM
  • Click-to-call from the CRM or any web application
  • CRM-aware routing: known callers go straight to the right team
  • Two-way sync of contacts and call data
  • ERP and accounting links, such as account or order lookups during a call

How a project runs

  1. 1

    Map the call flow

    We agree what should happen on every call, and which data is needed where.

  2. 2

    Build against the APIs

    We connect the PBX and your system through their APIs or a small service in between.

  3. 3

    Test with real scenarios

    We test with you before go-live, then roll out and hand over documentation.

Example from a real project

CRM-aware call routing

The phone system recognizes the caller from the CRM and routes straight to the right department. Unknown callers are guided to be registered.

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CRM integration questions

Which CRMs can you integrate with?

Any system with an API or database access, including in-house software. Tell us what you use and we will confirm the approach.

Which PBX platforms does it work with?

3CX, Yeastar and Asterisk (including FreePBX) are our core platforms. The call flow is designed around what your platform allows.

Can a reseller order this for a customer?

Yes. We build for resellers and MSPs regularly, and can deliver under your brand.

Related

3CX

3CX integration and custom development: CRM integration, call flows, IVRs, reporting and AI voice agents. White-label delivery for 3CX partners.

Learn more →

Yeastar

Yeastar P-Series integration and custom development: CRM links, IVRs, reporting dashboards, WhatsApp and automated calls. Reseller-friendly delivery.

Learn more →

Asterisk

Asterisk and FreePBX development: dialplan, AGI/ARI/AMI, call center features, WebRTC and AI voice agents. Built and maintained from source.

Learn more →
// Let's talk

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