Enterprise VoIP System with CRM Integration
Insurance Agency Network
Telephone Systems
API Integration
CRM Development
01 The Challenge
Outdated phone system with no CRM integration. Agents had no visibility into caller history, and management couldn't track call performance.
- Legacy PBX system with expensive maintenance
- No caller ID or history when customers called
- Manual call logging (rarely completed)
- No visibility into team call volume or performance
- Remote work impossible with desk-bound phones
02 Our Solution
Implemented modern VoIP system with full CRM integration, automatic call logging, click-to-dial, and comprehensive call analytics.
- 3CX VoIP system with cloud backup
- Full CRM integration showing caller history on screen pop
- Automatic call logging with duration and outcome
- Click-to-dial from any contact record
- Mobile app enabling work-from-anywhere
- Real-time call analytics dashboard
03 The Results
50%
Reduction in phone costs
35%
Improvement in response time
100%
Call tracking coverage
28%
Increase in conversions
"Our agents love the click-to-dial feature, and I finally have visibility into our call performance. The ROI was immediate."
ā Sales Manager, Insurance Agency Network
More Work
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