TrixBox PBX and Microsoft CRM integration

What do we offer? – integrate Microsoft Dynamics CRM with your PBX system.

Combine the leading PBX (private branch exchange) solution TrixBox with Microsoft Dynamics CRM to achieve the best CRM performance.

Call from CRM, Call via CRM, Call to CRM!

TrixBox PBX and Microsoft Dynamics CRM integration

You will be able to do:

  • Call to your customer directly from Microsoft Dynamics CRM by a single mouse click.
  • Automatically forward external phone calls from your customers to the Microsoft Dynamics CRM users assigned to them.
  • Pop-up the Microsoft Dynamics CRM form with information about the caller immediately before the call began.
  • Record all phone calls in Microsoft Dynamics CRM and listen them on demand.

What benefits will my business get from this solution?

  • Cut cost – Use a machine to automate forwarding of incoming calls.
  • Increase service quality – Provide each client with the contact person they require.
  • Consolidate knowledge – Store the phone calls and share this information across the Enterprise.

Call in Microsoft Dynamics CRM, recorded from TrixBox PBX

What do I need to have it?

  • Microsoft Dynamics CRM;
  • TrixBox PBX system;
  • Capability to make SIP calls or use softphones.