CRM dashboard configured by Aeterna Group on an office workstation
CRM

Migration & IntegrationTelephony and IVR integration

Calls that create records without anyone typing.

Vendor-neutralPlatform selection
MigrationFrom any legacy tool
TrainingIncluded in rollout

Overview

Telephony and IVR integration

Connecting your phone system or cloud telephony to the CRM — click-to-call, automatic call logging, recording links against the contact, and IVR routing that knows who is calling before anyone picks up.

What this covers

  • Click-to-call from the CRM, with automatic logging
  • Recordings linked against the right contact record
  • Missed calls creating follow-up tasks automatically
  • IVR routing by customer or territory where useful

Next step

Need Telephony and IVR integration?

Share the requirement and we will respond with a scoped, honest proposal — usually within one working day.

Most enquiries answered within one working day.

What happens next

  1. 1 You tell us the requirementA call, an email or a WhatsApp message. A rough idea is enough to start.
  2. 2 We survey and scope itA site visit or a requirements call, then a written scope you can hold us to.
  3. 3 You get a costed proposalLine-by-line pricing and a timeline — with an honest note if we are not the fit.