Yeastar P-Series for Zoho CRM

Experience boundless communication from a centralized platform

Built for: CRM Developed by: Yeastar Information Technology Co., Ltd.
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Adaptable to businesses of all sizes, Yeastar P-Series Phone System is a unified communication platform that reinvents how businesses connect. More than just a PBX, it combines voice, video, messaging, a call center, and more, so you can work everywhere and every way your business demands.

With the Yeastar integration for Zoho CRM, you can keep your team focused on forging customer connections and making more effective calls, while effortlessly logging and tracking communications.

The integration configuration process is quick and is supported by all three editions of Yeastar P-Series PBX System: Cloud, Appliance, and Software edition.

Key Features:

  • Click-to-call contacts and advanced call controls: hold, mute, transfer, call recording, and more.
  • Auto Call Recording & Analytics. All your call activities are automatically logged in Zoho CRM and users can replay contact recordings to retrieve contextual details. With insightful PBX call analytics reports, you can easily measure agent performance and make improvements.
  • Screen Pop-ups & Follow-ups: Receive business card pop-ups directly in your interface, eliminating the need to open new tabs or applications, and schedule the next call, tasks, and other key activities directly within the call pop-ups.
  • 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.

Tags

Deployment type Zoho platform
Published date May 29, 2022
Version 2.0
Category Telephony
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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