Zoho CRM

Zoho CRM is a full-featured 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 integration of Zoho CRM (Free Edition), Yeastar P-Series Phone System enables powerful features including automated repetitive tasks, contextual conversations, and telephony capabilities. Yeastar P-Series Phone System for Zoho CRM integration allows every user to enjoy contextual conversations and efficient calls.

Key Features

Single-click Calling & Control. Coordinated with Yeastar Linkus for Google Chrome extension, users can launch calls in a single click and control calls easily without jumping multiple devices. Click-to-call, hold, mute, transfer, call recording, and more functionalities are right within Zoho CRM.

Empowered Contextual Conversations. Users receive call pop-ups that automatically bring up the caller’s contact records when receiving an inbound call, which allows users to access previous records instantly and better prepare for the coming calls.

Auto Call Logging & Analytics. All your call activities will be automatically logged inside Zoho CRM after calls with CRM contacts. Plus. with insightful PBX call analytic reports, users can easily measure agent performance and improve the calling process.

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

Contact Sync Across Platforms. Sync CRM contacts to your PBX phonebook. This way, search and interact with the Zoho CRM contacts via any device (IP Phones, Yeastar Linkus app (Mobile/Web), etc.) from everywhere and always have the caller name shown on your phone display 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 account.

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

For a step-by-step guide with screenshots, please refer to the guides or video tutorial below.