CRM Integration

Contact us today to learn more about our services, at 888-365-2424.

Customer Relationship Management Integration

Our professionally certified call agents can log into most Customer Relationship Management (CRM) platforms with ease.

This service assists with managing interactions with your current and potential clients so as not to create additional work for your sales or IT teams.

In addition, our agents can enter service requests directly in to your ticketing system in real-time.

CRM integration services

Why it works.

Our CRM Integration service makes it easy for you and your team to access your account data and information from one centralized location. Improve efficiency by connecting inbound and outbound communications, seamlessly logs calls and emails, accurately logs purchase history and easily prioritizes high-value customers.

24/7/365 Availability

Whether you’re available or not, never miss another call, no matter what time of day or night.

Reduce Labor Costs

Get professional live telephone answering support without increasing labor costs.

Grow Your Business

Increase your competitive edge by having your business virtually available around the clock.

Your Voice of Excellence.

California’s Most Awarded Answering Service and Call Center.

How it works.

Agent Securely Logs Into Your CRM

Our professionally certified agents securely login to your CRM.

Data is Entered

Data is entered via secure access. This step removes the risk of any double entries.

Ticketing Information is Saved

Data entries are processed and saved in real-time.

A Perfect Solution for IT Companies

Seamless integration between your CRM and our inbound call taking will help you avoid the challenges associates with keeping contact information updated so you can monitor and track relationships across your platform.

This enables your staff to access all information from one interface. There’s no need to move through multiple screens, and your team gets to focus on your customer instead.

Increase Sales With Our CRM Integration Services

CRM integration is an effective method to increase sales. Your sales team will have access to contact history and interactions all on one screen.

This enables them to look at their sales funnel at a macro level so they can effectively up-sell or make recommendations based on these interactions

Your Voice of Excellence.

California’s Most Awarded Answering Service and Call Center.

We have utilized Direct Line for, I believe, 3-5 years now. I have NEVER had a client complain, stating “the hold time was too long” or “they weren’t nice to me.” Thank you for being there to help us. Our agency loves Direct Line and will continue to be your client until we retire.”

Devecia V. | Farmers Insurance Agency Owner

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