CRM with integrated telephony

CRM with integrated IP Telephony for recorded calls

Make and receive calls from the CRM with automatic logging, keeping context and tracking included.

LAUNCH OFFER

One call, one sale

Call directly from Clientify and thanks to Zadarma get a 90% discount on the first month with the Microenterprise Plan.

Up to 2000 minutes a month on calls… translate that into sales.

Promo codes for Zadarma:“CLIENTIFYPHONEUE” for EU Office (companies in Europe)“CLIENTIFYPHONEA” for Americas Office (companies in LATAM)

Call management without errors or external tools

What is integrated IP Telephony in Clientify?

Having integrated telephony in your CRM brings a ton of advantages that change how your team works and serves customers

Calls are linked to the contact, they can be recorded, and tasks or follow-ups activated. Everything is synchronized, with no external tools or loss of information.

Key benefits of connecting your telephony to the CRM

Why integrate IP Telephony into your CRM?

Everything in one place: no switching between phone and CRM, every call is logged directly in the contact's profile
Complete history: see in seconds when the customer called, who assisted them, and what was discussed, along with their emails, WhatsApps, or notes.
Time-saving: you can click on the contact's number and call from the CRM without manually dialing or searching on your mobile.
Better follow-up: with call recordings and notes, your team doesn’t miss important details, and anyone can pick up the conversation with context.
Measured productivity: reports with call metrics (time, duration, success, pending) help you improve customer service and team performance.
Automations: you can trigger tasks, reminders, or workflows based on the call outcome (for example, send an email after a missed call or create an opportunity if it was positive).
Scalability: instead of relying on traditional lines, each agent can manage calls from anywhere with an internet connection, perfect for hybrid or remote teams.

How can you apply it?

Use cases by industry: Integrated phone in CRM

Education

Admissions and lead follow-up
Respond from the CRM with IVR and click-to-call, log each call, and schedule the visit.
Automate WhatsApp/Email after the call and create the task for the next step.

Industry and Manufacturing

Distributor Orders and Issues
Call from the account, maintain agreements and noted inventory in the file.
Create post-call tasks and prioritize by territory or volume.

IT and Software

Demos, Onboarding, and SLA Support
Call from the opportunity, record the demo, and leave next steps in the CRM.

Marketing Agency

Qualification and Proposal Closure
Discovery with script, recording, and direct notes to the contact/company.
After ‘completed’, shoot the proposal and follow up until yes/no.

Travel Agency

Reservations, Changes, and Confirmations
Call with the passenger file open; log changes and policies.
Send confirmation via WhatsApp/Email and create automatic reminders.

Health, Beauty, and Wellness

Appointment Confirmation and Rescheduling
Click-to-call from agenda; mark attendance and comments in the profile.
If they don’t answer, send a reminder and create a task for a retry.

They’re already using Clientify