Zoho CRM (Via PhoneBridge Integration)

Zoho CRM is a comprehensive Customer Relationship Management (CRM) system. Yeastar P-Series Phone System offers 2 flexible options for Zoho CRM users, with integration settings and features available determined by your Zoho CRM edition.

CRM API Integration (Free Edition): Integrates seamlessly with Yeastar Linkus UC Clients and Linkus for Google, offering features like click-to-call, call logging, and enhanced telephony functions.

PhoneBridge Integration (Paid Edition): This option ensures a smoother call experience directly within your Zoho CRM.

With the Zoho CRM Telephony Integration (via PhoneBridge), users can enjoy an enhanced customer interaction experience. Features include native click dialing, screen pops with business cards, instant call follow-up activities settings, and more — all call activities are managed directly within the Zoho interface without relying on other apps. This integration solution enables users to have contextual conversations and efficient calls.

Key Features

Native Click-to-Call. Call your leads and customers directly from Zoho CRM with a single click. Avoid the hassle of switching between devices or web pages, and streamline your call handling.

Screen Pop-ups in Zoho CRM. View pop-ups with business card directly in your interface, no need to open a new tab or application. With customer info, agents can be better prepared for calls and ensures high-quality service. They can also add notes and perform basic call control operations instantly from the pop-up.

Mark Follow-up Actions. Set the next call time, tasks, and other key activities right in the call popups to ensure timely and organized follow-ups.

Call Recording. Automatically save contact call recordings in Zoho, and users can replay them to retrieve contextual details.

Auto Call Logging & Analytics. All your call activities are automatically logged in Zoho CRM. With insightful PBX call analytics reports, you can easily measure agent performance and make improvements.

Contact Sync Across Platforms. Sync CRM contacts to your PBX phonebook. This allows you to search and interact with Zoho CRM contacts from any device (IP Phones, Yeastar Linkus Mobile/Web Client, etc.) and always have the caller’s name displayed when your contacts call.

Automatic Leads for Fresh Clients. Automatically create a new contact or lead when you receive an unknown inbound or outbound call. Always ready for new opportunities and record every interaction.

Quick Start Reference

Before you start, you need to have a Yeastar P-Series PBX (Enterprise Plan or higher) and a Zoho paid edition account (Standard or higher).

Not having a Yeastar P-Series PBX yet? Apply for a 30-day free trial here.