The phone is still where most customer conversations happen.
CubeCRM and Telephony & VoIP
Click to call from the customer record, and - where your phone system supports it - the caller’s record opening as the phone rings and calls logged automatically.
- Telephony
- No per-connector licence
- 01234 672 617
Email is easy for a CRM to capture; phone calls are not, and they are often the most important conversations a business has. CubeCRM supports click-to-call from any customer record, and many modern VoIP systems can send call events to CubeCRM through webhooks or an API, which means the caller’s record can open as the call arrives and the call can be logged against the customer automatically with its time and duration. What is possible depends on your phone system, so we check it during discovery and tell you plainly.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Out of CubeCRM
Click to call
Dial any number on a customer record through your softphone or desk phone.
- Into CubeCRM
Incoming call lookup
Where supported, the caller is matched to their record so it can open as the call arrives.
- Into CubeCRM
Call logs
Where supported, inbound and outbound calls logged against the contact with time, duration and the person who took them.
How it behaves
The detail that decides whether it is actually useful
Calls on the timeline
Calls sit on the customer’s history alongside emails, meetings and quotes.
Know who is calling
Incoming numbers matched to contacts, so the call starts with context.
Notes straight after
A prompt to add a note and next step when a logged call ends.
Call activity reported
Call volumes and durations by person and team alongside the rest of the sales activity.
Setting it up
Three steps, done during setup
- 1
Tell us which phone system you use. We confirm what it can send and receive before promising anything.
- 2
Connect the phone system’s webhook or API to CubeCRM, or configure click-to-call through your softphone.
- 3
Agree which calls are logged and how, particularly for personal or internal calls.
Questions
What people ask about this one
Click-to-call works with most softphones and desk phones. Automatic call lookup and logging need a phone system that can send call events through a webhook or API - many modern hosted VoIP systems can. We check yours during discovery.
No. Call recording, where you use it, stays in your phone system. CubeCRM can store a link to a recording if the phone system provides one.
Crushed Ice, in the same group, provides business communications including hosted telephony. It is an option, not a requirement.
No. Telephony integration is part of the platform. Your phone system and its licences are separate.
Related
Usually set up at the same time
- Microsoft 365Outlook email, calendar and contacts synced two ways with CubeCRM, plus single sign-on with your Microsoft accounts.
- Website Forms & EnquiriesEnquiry forms on your website post straight into CubeCRM with the page, campaign and source attached - no more form emails to a shared inbox.
- CubeCRM API & WebhooksA documented REST API and webhooks covering the whole CRM - the same interface the product itself is built on.
Telephony
Check the Telephony detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
