Integration of MyPBX with CRM

CRM is widely deployed in the business world to manage a company’s interaction with customers and its sales prospect. Another thing that the business world can’t live without is the phone system, which provides vital communication links to enterprises. Merging the two achieves the best performance of both. 

MyPBX is CRM-friendly and supports for integration with popular CRM solutions with access to Asterisk Management Interface (AMI). The open API allows third party application to be integrated with MyPBX.

Features Supported

  • Click to call, transfer, and hang up directly from CRM screen
  • Call pop-up with customer records presented
  • Take notes of your calls
  • Keep detail records of your call history

Benefits

  • Enhance relationships with customers
  • Boost business growth and performance
  • Improve productivity and collaboration
  • Maximize efficiency and profitability
  • Gain insight and visibility

CRM Supported

Salesforce

More details of its Configuration Guide, please refer below link:

http://www.yeastar.com/download/Integration_of_MyPBX_and_Salesforce_CRM.pdf

SugarCRM

More details of its Configuration Guide, please refer below link:

http://www.yeastar.com/download/MyPBX_and_SugarCRM_Integration_Configuration_Guide.pdf

Vtiger

More details of its Configuration Guide, please refer below link:

http://www.yeastar.com/download/MyPBX_and_Vtiger_CRM_Integration_Configuration_Guide.pdf

Zoho CRM

More details of its Configuration Guide, please refer below link:

http://www.yeastar.com/download/MyPBX_and_Zoho_CRM_Integration_Configuration_Guide.pdf

 

CTI Solution Supported

Callinize

https://www.tenfold.com/integrations/yeastar/

UC Plus

More details of its Configuration Guide, please refer below link:

http://www.yeastar.com/download/Integration_of_MyPBX_and_UCplus_Software.pdf

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