Stop Answering Calls Blindly
When your phone system and CRM work together, your team sees customer information the moment a call comes in, and every interaction is automatically logged when it ends.
Whether you're on Cloudworx or exploring VoIP, CRM phone integration is one of the most impactful upgrades you can make.
No more scrambling for records mid-call
No more customers repeating themselves
No more missed follow-ups
What CRM Phone Integration Does for Your Team
Works With the CRM You Already Use
Rhode Island Telephone's CRM phone integration is compatible with many widely used platforms. Click here for a complete list of CRM's compatible with CloudWorx.
If you don't see your CRM listed, reach out to us for more information.
Bullhorn
Careix
Connectwise
Hubspot
Job Diva
Maximizer
Microsoft CRM
NetSuite
Salesforce CRM
Salpo CRM
SugarCRM
webCRM
Zendesk
Zoho CRMs
Legal Teams
Clio
PracticePanther
File Vine
Medical Offices
athenahealth
Dentally
Cliniko
Finance Accounting
QuickBooks
Dynamics AX
Intelligent Office
Already Using CloudWorx?
If your business is already using Cloudworx through Rhode Island Telephone, your phone system is built on the cloud infrastructure that makes CRM phone integration work seamlessly. You don't need to overhaul anything, this is an add-on that makes what you already have significantly more powerful.
Not using VoIP yet? This is one of the strongest reasons to make the switch. Legacy phone systems can't support this kind of integration. Talk to us about upgrading to Cloudworx and adding CRM integration at the same time.
Frequently Asked Questions
Learn More About CRM Phone Integration
Still Answering Calls Blind? CRM Phone Integration Changes Everything
You’ve invested in a CRM to keep your customer relationships organized. You’ve invested in a phone system to keep your team connected. But if those two tools aren’t working together, there’s a real gap in how your business communicates, and chances are, your customers are already feeling it. For small and mid-sized businesses across Rhode […]
5 Expert Tips to Optimize Your Business Phone System
If there’s a rulebook for running a business here, the first page would say, “Expect chaos.” Between the staffing curveballs, the calls that come in at the worst time, and the ever-growing pile of technology tools, it’s easy to let your phone system run on autopilot. Here’s the thing, though. . .when your phones aren’t […]
Leveraging VoIP CRM for Better Customer Interactions
In today’s fast-paced business environment, effective communication and customer relationship management (CRM) are essential for maintaining a competitive edge. The convergence of technology has given rise to innovative solutions that synergize these two critical aspects of business operations. One such solution is the integration of VoIP (Voice over Internet Protocol) with CRM systems. In this […]
CRM Integration
Have Questions? Contact Us.
Just complete the adjacent form and we'll be in touch! Or if you'd prefer to speak with one of our experts immediately, please feel free to give us a ring directly.
888-856-5970
*We primarily serve businesses in Rhode Island, Massachusetts, and Connecticut.
"*" indicates required fields