Integrations / CRM
CRM Integrations

Your PBX inside your CRM.

Click-to-call from any contact record. Every conversation auto-logged with recording and (optional) AI transcript — no manual entry. Native to Odoo, HubSpot, and Zoho.

crm.acme.com/contact/2841
Contact · HubSpot
Sona Hakobyan
Operations · Acme Logistics
Phone+1 289 963 1055
Last callTue · 4:12 PM
Open dealQ2 fleet renewal
Incoming · VeloPBX
Sona Hakobyan
+1 289 963 1055
Decline Answer
Built for these teams

A CRM-native PBX, by team

Sales

Cut dial time. Click contact → call → talk. Notes save themselves.

  • Click-to-call on every record
  • Auto-log to deal stage
  • Power dialer queue

Support

Caller info appears before you say hello. History, open tickets, last touch.

  • Screen-pop on incoming
  • Ticket auto-create
  • SLA timer kicks in instantly

Reception

Recognize VIPs, route by intent, transfer with full context.

  • VIP caller tagging
  • Smart transfer hints
  • One-click escalation
Pick your platform

Three native integrations

All three include click-to-call, screen-pop, auto-log, and recording attachment. Workflow depth varies by platform.

Open-source ERP + CRM. Native click-to-call across Sales, CRM, Helpdesk, and POS modules. Versions 17.0 and 18.0 supported.

  • VoIP module (community + enterprise)
  • Two-way presence sync
  • Recording attached to Helpdesk tickets
  • SIP credentials in user prefs
Setup guide →

Sales Hub, Service Hub, Marketing Hub. Calls log to deals and contacts. Powered Calling enabled. Pro+ tier required.

  • Click-to-call from any record
  • Recording + transcript on activity
  • Workflow trigger after calls
  • Outcome dropdowns
Setup guide →

Zoho CRM, Desk, Bigin. Built-in PhoneBridge integration. Caller-ID lookup and auto-pop work out of the box.

  • PhoneBridge protocol native
  • Auto-pop with VIP tagging
  • Ticket auto-create on inbound
  • Bigin for SMBs
Setup guide →
Click-to-call

Click. Call. That's it.

Every phone number on every contact, deal, and ticket is now a button. Press once — your softphone or DECT rings — talk.

  • Works on contacts, leads, deals, tickets
  • Bridges to softphone or desk phone
  • Recognizes E.164 and local formats
HubSpot · Contact contact/2841
SH

Sona Hakobyan

Operations · Acme Logistics

Phone +1 416 555 0100
OwnerAnna · Sales
Auto-log

Calls log themselves.

Every call ends with a clean activity entry on the right contact, deal, or ticket — duration, recording, and the agent.

  • Recording attached, never duplicated
  • Optional AI transcript via your Azure Speech account (hy-AM)
  • Updates last-touch + open SLA
Activity · today
Inbound call · 4m 12s Anna Petrosyan · 14:32
“…confirmed the route change for next Monday, will email PO by tomorrow.”
recording.mp3transcript
Email sent Anna · 11:08
Outbound call · 1m 48s Anna · 09:51

See it on your CRM in 24 hours.

Talk to a routing engineer. We'll set up a sandbox bind on your tenant.