Integrating your business VoIP provider with a CRM application improves customer service and speeds up routine business processes.

Together, these technologies allow companies to automate tedious tasks, increase workflow efficiency, and provide a personalized customer experience.

Read on to learn what a CRM integration is, the benefits it offers, and our favorite VoIP providers that offer CRM integrations alongside features and pricing information.

 

Integrate your CRM with top VoIP providers

 

 

What is VoIP CRM Integration?

A customer relationship management (CRM) integration is a technology that links and facilitates interactions between a CRM platform and a cloud-based phone system.

CRM integrations enable sales teams and support teams to add contacts, leads, opportunities, and accounts from the CRM system directly into outbound dialing lists.

When a business receives an inbound phone call from an existing customer, CTI screen pops automatically display CRM data, notes from prior interactions, and additional customer records on agents’ screens.

VoIP-CRM integrations also link new phone numbers to existing CRM records, and automatically update the CRM system with agent notes, dispositions, follow-up tasks, and more post-call.

 

VoIP Providers that Integrate with CRM

The below table provides a quick overview of top VoIP providers and the CRM integrations they offer.

Plans including CRM integrations  Salesforce Integration HubSpot Integration Zoho CRM Integration SugarCRM Integration amoCRM Integration Copper Integration Zenkdesk Integration Pipedrive Integration
RingCentral Advanced and Ultra Plans
Nextiva Professional and Enterpise Plans X X X
Zoom One Pro, Business, Business Plus, and Enterpise Plans X
GoTo Connect Standard Plan X X X X X
Dialpad Pro and Enterprise Plans X X X
Vonage Premium and Advanced Plans X X X
8x8 Varies by plan fro X2-X8 X X
Ooma Office Pro Plus Plan X X X X X X X
Intermedia Unite Unite Pro and Enterprise Plans X X X X
Avaya Cloud Office Premium and Ultimate Plans

 

RingCentral

RingCentral is a business communications solution combining voice, messaging and video capabilities in a user-friendly interface.

RingCentral offers more third party integrations than any other UCaaS provider, with over 350 integrations including many CRMs. RingCentral users leverage CRM integrations to track customer interactions and improve service with features like single-click dialing, screen pop-ups for incoming calls, and automatic call logging.

RingCentral Zoho Integration

 

Key CRM Integrations

RingCentral integrates with nearly every CRM application out there including:

  • Salesforce
  • Hubspot
  • Zoho CRM
  • SugarCRM
  • amoCRM
  • Copper

 

Pricing

RingCentral offers 3 feature bundled pricing plans. Note that CRM integrations are available only on the Advanced and Ultra plans.

Available RingCentral MVP plans are outlined below:

Core Plan ($20/user/mo. annually): 

  • Unlimited domestic calling
  • Video meetings for up to 100 participants
  • SMS/MMS text messages
  • IVR

Advanced Plan ($25/user/mo. annually):

  • Core Plan capabilities
  • Multi site administration
  • Essential business analytics
  • Advanced call monitoring
  • CRM integrations

Ultra Plan ($35/user/mo. annually):

  • Advanced Plan capabilities
  • Unlimited storage for files
  • Messages and recordings
  • Device analytics and alerts
  • Video meetings up to 200 participants

 

Nextiva

Nextiva is a business phone system that combines voice, team collaboration and video conferencing under a single pane of glass.

Nextiva integrates with CRMs to enable users to automatically log calls, display records in the form of screen pops, and type notes that automatically create tasks.

nextiva crm integration

 

Key CRM Integrations

Nextiva integrates with popular CRM platforms including:

  • Salesforce
  • Zendesk
  • Act!
  • NetSuite
  • ConnectWise
  • Workbooks
  • Bullhorn CRM
  • SugarCRM

 

Pricing 

Nextiva offers 3 feature bundled pricing plans. CRM integrations are available on the Professional and Enterprise plans. Nextiva pricing is outlined below:

Essential Plan ($20/user/mo. annually):

  • Unlimited calling in the U.S. and Canada
  • Video meetings for up to 45 minutes
  • Up to 1500 toll-free minutes
  • Team chat
  • Auto attendant
  • Hold music.

Professional Plan ($25/user/mo. annually): 

  • Essential Plan capabilities
  • Voicemail to SMS
  • Unlimited conference calls
  • Mobile SMS/MMS

Enterprise Plan ($35/user/mo. annually): 

  • Professional Plan capabilities
  • Call recording
  • Voicemail transcription
  • Single sign-on (SSO)

 

Zoom One 

Zoom One is an affordable cloud based UCaaS system that focuses on video conferencing. Basic VoIP service features are offered in Business Plus and Enterprise plans. Zoom One caters to small business, SMBs and remote teams.

Zoom offers over 100 CRM integrations that users leverage to share video conferencing links with leads and implement features such as click-to-call, automatic call logging and view conversion insights.

Zoom Hubspot Integration

 

Key CRM Integrations

Zoom integrates with over 100 CRMs including

  • Keap
  • Pipedrive
  • Salesforce
  • Hubspot
  • Zendesk

 

Pricing 

Zoom One offers a free version as well as four paid plans. CRM integrations are available in the Pro Plan and up. Here is a pricing breakdown:

Baic Plan (Free): 

  • Video meetings with up to 100 participants and 40 minutes in duration
  • Team chat
  • Basic whiteboard

Pro Plan ($149.90 per year/user)

  • Basic Plan features
  • Video meetings of up to 30 hours in duration
  • Cloud storage (5GB)
  • Integrations

Business Plan ($199.90 per year/user)

  • Pro Plan features
  • Video meetings with up to 300 attendees
  • SSO
  • Managed domains

Business Plus Plan ($250 per year/user)

  • Business Plan features
  • Unlimited regional phone service
  • Translated captions

Enterprise Plan

  • Rooms and webinars
  • Video meetings with up to 1,000 attendants

 

GoTo Connect

GoTo Connect is a small business phone system that combines voice, messaging and video capabilities on its platform. As part of the GoTo suite, GoTo Connect users can upgrade/add-on contact center capabilities (GoTo Contact Center), video conferencing (GoTo Meeting), and webinar software (GoTo Webinar).

GoTo Connect integrates with several popular CRMs and enables companies to enhance customer service through the use of call notifications, auto-population of customer information, and automated workflows.

GoTo Connect Salesforce Integration

 

Key CRM Integrations

GoTo Connect integrates with third party CRM apps including:

  • Hubspot
  • Zapier
  • Pipedrive
  • Zoho CRM

 

Pricing 

GoTo Connect offers 2 bundled pricing plans with volume discounts. The prices below are based on 11-20 users. CRM integrations are available on the Standard plan only.

GoTo Connect pricing is outlined below:

Basic Plan ($22/user/mo. annually): 

  • One local, toll-free or vanity phone number per user
  • Video meetings with up to 4 participants
  • One auto attendant

Standard Plan ($26/user/mo. annually): 

  • Basic Plan capabilities
  • Unlimited auto attendants
  • International calling to 50+ countries
  • 1,000 toll free minutes
  • Video meetings with up to 250 participants
  • Voicemail to email
  • Call recording
  • Real-time analytics

 

Dialpad

Dialpad is a virtual phone system that combines video, voice and messaging capabilities onto one platform. Dialpad specializes in serving SMBs and integrating cutting edge Artificial Intelligence features into its platform.

Dialpad CRM integrations work with features such as AI coaching to arm reps and agents with the best answers to frequently asked questions.

Dialpad Zoho CRM Integration

 

Key CRM Integrations

Dialpad integrates with popular CRM apps such as:

  • Kustomer
  • Salesforce
  • Hubspot
  • Zendesk

 

Pricing 

Dialpad offers 3 pricing plans. CRM integrations are available on the Pro and Enterprise plans.

All Dialpad plans are outlined below:

Standard Plan ($15/user/mo. annually): 

  • Unlimited calling
  • Virtual fax
  • Video meetings with up to 10 participants
  • SMS/MMS messaging
  • AI-powered call and voicemail transcription
  • Multi-level auto attendant
  • Call recording

Pro Plan ($25/user/mo. annually): 

  • Standard Plan capabilities
  • International SMS
  • 24/7 customer support
  • CRM integrations

Enterprise Plan (Quote-based pricing): 

  • Pro Plan capabilities
  • Extensions
  • Unlimited ring groups
  •  SSO
  • 100% uptime guarantee

 

Vonage

Vonage is a communications APIs company that offers both UCaaS and CCaaS solutions. Vonage’s Unified Communications platform is affordable and flexible with many features offered as add-ons.

Vonage Salesforce integration

Vonage CRM integrations can be used to sync data such as call volume, history, and usage into reporting dashboards as well as implement advanced features such as:

  • Click-to-dial
  • Click-to-SMS
  • SMS logging
  • Web launcher
  • Call notes

 

Key CRM Integrations

Popular Vonage CRM integrations include:

  • Salesforce
  • ConnectWise
  • Google Workspace
  • Microsoft Dynamics

 

Pricing 

Vonage offers 3 feature bundled pricing plans. CRM integrations are available on the Premium and Advanced plans.

Available Vonage plans are outlined below:

Mobile Plan ($19.99/user/mo. annually): 

  • Unlimited calls
  • Team messaging
  • SMS

Premium Plan ($29.99/user/mo. annually): 

  • Mobile Plan capabilities
  • Unlimited video meetings with up to 100 participants

Advanced Plan ($39.99/user/mo. annually):

  • Premium Plan capabilities
  • On-demand call recording
  • Visual voicemail

 

8x8

8x8 is a UCaaS and CCaaS provider that offers voice, team messaging, and video conferencing functionality.

8x8 CRM integrations provide functionality to recognize callers, pop records for those callers, save basic call information, and respond to click-to-call requests initiated from within the CRM.

8x8 sugarcrm integration

 

Key CRM Integrations

8x8 CRM integrations include:

  • Salesforce
  • NetSuite
  • Zendesk
  • GSuite
  • Bullhorn
  • ServiceNow
  • Desk.com

Pricing 

8x8 offers 2 bundled pricing plans with voice, video and chat capabilities. CRM integrations are available on both plans, which are outlined below:

X2 Plan ($24/user/mo. annually): 

  • Unlimited voice calling to 14 countries
  • Hot desking
  • Multi-level auto attendant
  • HD audio and video conferencing for up to 500 active participants
  • Screen sharing

X4 plan ($44/user/mo. annually): 

  • X2 Plan capabilities
  • Unlimited voice calling to 48 countries
  • Supervisor analytics
  • Barge/monitor/whisper

 

Ooma Office

Ooma offers affordable residential and business VoIP solutions. Its cloud-based PBX system, Ooma Office, is especially popular among those making the switch from a landline to VoIP software for the first time.

Ooma’s CRM integrations allow users to access Ooma office telephony features within the CRM interface. Agents can view detailed call information including Caller ID, Queue, DID and Route Path information, initiate click-to-call, and automatically log call data.

ooma salesforce

 

Key CRM Integrations

Ooma CRM integrations include:

  • Freshdesk
  • Salesforce
  • Microsoft Dynamics
  • Zoho
  • Hubspot

 

Pricing 

Ooma Office offers three pricing plans. CRM integrations are only available on the Pro Plus plan.

Ooma Office pricing options are:

Essentials Plan ($19.95/user/month): 

  • Unlimited calling in the US, Canada, and Mexico
  • Conference calling
  • Virtual receptionist
  • Ring groups

Pro Plan ($24.95/user/month):

  • Essentials Plan capabilities
  • Videoconferencing
  • Call recording
  • Analytics

Pro Plus Plan ($29.95/user/month):

  • Pro Plan capabilities
  • Hot desking
  • Call queuing
  • Advanced call management
  • Find Me, Follow Me

 

Intermedia Unite

Intermedia is a unified communications service provider. The Intermedia Unite platform combines video, chat, and telephony with contact center capabilities.

Intermedia Unite’s CRM integration enables users to receive and make phone calls directly from the CRM interface. Outbound calls can be made from records available in Leads, Contacts and Accounts modules. inbound calls from a CRM contact will be accompanied by a screen pop with the contact information.

Agents can enter a description during an active call or after it is completed and customer calls are automatically logged.

 

Key CRM Integrations

Intermedia CRM integrations include:

  • Sugar CRM
  • Zoho
  • Zendesk
  • NetSuite
  • Salesforce

 

Pricing 

Intermedia offers 2 bundled pricing plans. Some CRM integrations are available on the Pro Plan (Sugar CRM, Zoho, and Zendesk), while Salesforce, ServiceNow, NetSuite, and MS Dynamics are available on the Enterprise plan only.

Intermedia pricing is outlined below:

Unite Pro Plan ($27.99/user/mo. annually): 

  • Unlimited calling
  • Auto attendant,
  • Business SMS
  • Video meetings with up to 100 participants
  • Wallboards
  • Hunt groups
  • Supervisor analytics

Unite Enterprise plan ($32.99/user/mo. annually):

  • Pro Plan capabilities
  • 200 GB of file backup
  • Video meetings with up to 200 participants
  • Call monitoring, whisper, and barge

 

Avaya Cloud Office

Avaya Cloud Office is an all-in-one cloud phone system and collaboration solution. Its user-friendly platform includes video conferencing, business SMS, and real-time analytics.

Avaya integrates with over 200 business applications including popular CRM platforms like Salesforce. Avaya Cloud Office can also integrate with Avaya Experience, which provides businesses with workforce engagement, automation, and customer self-service tools.

Avaya Microsoft Dynamics 365 Integration

 

Key CRM Integrations

Avaya integrates with several popular CRM applications. Avaya users can only integrate one CRM at a time. CRM integrations include:

  • Salesforce
  • Zendesk
  • ServiceNow
  • Microsoft Dynamics

 

Pricing 

Avaya offers three bundled pricing plans outlined below. CRM integrations are included in Premium and Ultimate plans.

Standard Plan ($20 per user/mo.):

  • Unlimited calls within U.S. and Canada
  • Business SMS
  • Team messaging
  • Business phone numbers in 100+ countries
  • Video meetings up to 100 participants

Premium Plan ($25 per user/mo.):

  • Standard plan capabilities
  • Hot desking
  • 8 digit extensions
  • Real time analytics
  • Video meetings up to 200 participants
  • CRM integrations

Ultimate Plan:

  • Premium Plan capabilities
  • Device status reports and alerts
  • Unlimited storage
  • 10,000 toll free minutes

 

Benefits of Integrating VoIP with CRM Software

The main benefits of VoIP CRM integrations are:

  • Streamline Operations: Workflow automations eliminate many time-consuming tasks like logging calls, scheduling follow-ups, and updating the CRM system with new data after calls
  • Increase Agent Efficiency: Provides access to advanced, time-saving features like click-to-dial, user/agent presence, and warm/cold call transfer
  • Faster Resolutions and Handle Times: Screen pops give agents the information they need to help customers quickly and efficiently, leading to faster support resolution and increased first call resolution rates
  • Improved Customer Satisfaction: Give agents access to complete customer and conversation history on calls, eliminating the need for customers to repeat themselves to multiple agents

 

Why Businesses Should Consider Integrating VoIP with CRM

VoIP and CRM platform integrations benefit a myriad of different businesses, including:

  • Remote Teams: VoIP CRM integrations automatically track and log calls, making it easy for supervisors to manage remote teams
  • Sales Teams: CRM integrations can be used to make call lists for auto dialers, perfect for sales teams conducting outreach
  • Customer Service Teams: CRMs screen pops give customer support agents valuable information about the clients they are speaking with
  • Enterprises: VoIP CRM integrations collect and organize large amounts of customer data, giving enterprises a complete picture of the business
  • SMBs: Small businesses can gain a competitive edge by utilizing a VoIP CRM integration to track customer history and offer more personalized service

 

FAQs