Solutions / CRM Integrations
CRM Integrations
Know who is calling before you pick up.
Connect your phone system to your CRM so customer records open as the call arrives and every call is logged. We set it up, test it and support it for you.
Included in the Pro plan, $29.99 per month, billed annually.
Save time on every call.
Callers do not have to spell their names, and your team does not have to search for records.
Know who calls
Caller IDs are matched to your CRM, and the customer record opens before you answer.
Calls logged automatically
Incoming and outgoing calls are logged against the customer record, building a history for follow-up without manual entry.
Click to call
Start a call with one click from inside your CRM.
New contacts created
When an unknown number calls, a new contact record can be created automatically.
How it works
Your phone system and your CRM working together.
Come prepared to every call
Customer records load as the call connects, so your team can greet callers by name, skip the repetitive questions and resolve issues faster.
A complete call history
Each call is added to the customer record, with optional links to the call recording. On the AI-Pro plan, call transcriptions are attached to the record too, so the next person can see what was said.
Why AVX Cloud
Set up, tested and supported by a local team.
An integration only helps when it matches how your team uses the CRM. AVX Cloud handles the setup and stays involved after go-live.
Planned around your calls
We start with which CRM or helpdesk you use and what your team needs to see when the phone rings.
Configured and tested for you
We connect your CRM, set up contact matching and call logging, and test it with real calls before your team relies on it.
Local support after go-live
Changed CRM or need a setting adjusted? Call or email our New Jersey team and we will help.
FAQ
Common questions about CRM integrations.
Here are the questions we hear most often about connecting a CRM.
Still have questions?
Talk with our team and we'll walk you through how we'd support your business.
Talk to an Expert →Which CRMs are supported?
There are integrations for major platforms including Salesforce, HubSpot, Zoho, Microsoft Dynamics, Zendesk, Freshdesk and Vtiger, plus others. Tell us which one you use and we will confirm what the integration supports.
Which plan includes it?
CRM integrations are part of Pro, which is $29.99 per month, billed annually. Pro includes everything in Basic, plus advanced call queues, CRM integrations, call recording, advanced reporting, SLA tools, and custom call flows.
What can the integration do?
- View caller details and their record
- Log incoming and outgoing calls
- Update customer history with calls
- Store optional links to call recordings
- Create contact records for new customers
My CRM is not listed. What can we do?
A custom integration can be built if your CRM has a REST API. Tell us what you use and we will advise on what is involved.
Does it work with helpdesk tools?
Yes. Helpdesk systems such as Freshdesk and Zendesk are supported, among others.
Does it work with Microsoft 365 and Google Workspace?
Yes. Users can be synced, and your team can sync their contacts and calendars.
Related solutions.
CRM integrations work alongside the other features in your AVX Cloud phone system.
Take your office number with you on iOS, Android, Windows and the web.
Host browser-based video meetings with no downloads and no time limits.
Sync users, contacts and calendar status with Microsoft 365.
GET STARTED
Get a business phone system backed by local support.
From planning and setup to training and ongoing support, you get one team and a single point of contact.
- Up and running in less than 7 days
- Onsite and remote support across New Jersey
- Plans from $19.99 per month, billed annually
Talk to a New Jersey phone system specialist.
Tell us about your business and we'll be in touch.
RESOURCES
Insights for New Jersey businesses.
Practical guidance on business phone systems, VoIP, and AI-powered communication from our team.
