Are your tools talking past each other? XPhone Connect brings them into sync.
CRM, ERP and groupware systems form the backbone of our daily work. On top of that, we usually rely on several collaboration tools such as Zoom, Webex or Microsoft Teams. The result? A jumble of applications that simply don’t talk to each other. That’s where XPhone Connect comes in. As the name suggests, the unified communications solution brings all your software together into one seamless whole.
It does so by efficiently integrating your tools – so you can launch calls directly from your applications, access relevant CRM data during a conversation, and stay undisturbed while in a Microsoft Teams meeting.
On this page, you’ll find which interfaces XPhone Connect already offers as standard. And if your software isn’t included? We’ll be happy to prepare a non-binding offer, tailored to your exact needs.
CRM systems
Connect your communication with your CRM system such as Salesforce, Microsoft Dynamics, etc. This allows you to benefit from significantly leaner processes.
ERP systems
XPhone brings the knowledge of your ERP system directly into the telephone conversation: via click dialing from SAP, Business Central etc. and display of relevant information in the telephone client.
Groupware
Thanks to the deep integration of XPhone Connect in Microsoft Outlook and HCL Notes, presence status, calendar and contacts are interlinked and remain up-to-date.
Collaboration Tools
XPhone synchronizes the presence status of your communication tools. So your communication mix with Microsoft Teams, Zoom, Slack etc. works smoothly.
Telephone directories
External contacts directly in the client: XPhone integrates Das Telefonbuch Deutschland or Directories ETV Inside - for caller information and search.
Software compatible with XPhone
All software integrations at a glance
| Software | Kategorie | ODBC | CSV (export) | API |
|---|---|---|---|---|
| Abas | ERP | ✔ | ✔ | |
| Act! (lokal) | CRM | ✔ | ✔ | |
| Act! (Cloud) | CRM |
| ✔ | |
| CAS genesisWorld | CRM | ✔ | ✔ | |
| CATCH | CRM |
| ✔ | |
| cobra ADRESS PLUS | CRM | ✔ | ||
| CROSS (VW-Konzern) | CRM/DMS |
| ✔ | |
| CustomerOne | CRM/DMS | ✔ | ✔ | |
| Das Telefonbuch Deutschland |
|
| ✔ | |
| DATEV pro (lokal) | CRM | ✔ | ||
| DATEV pro (Cloud) | CRM | ✔ | ||
| Directories ETV Inside (Telefonbuch Schweiz) |
|
| ✔ | |
| DR. LAUER + KARRENBAUER | CRM |
| ✔ | |
| EVA KIM IHK-Software | CRM |
| ✔ | |
| Freshsales | CRM |
| ✔ | |
| HubSpot | CRM |
| ✔ | |
| HCL Notes |
|
| ✔ | |
| Immoware24 | CRM |
| ✔ | |
| Infor COM | ERP | ✔ | ||
| Microsoft Dynamics 365 | CRM and ERP | ✔ | ✔ | ✔ |
| Microsoft Dynamics 365 Business Central | ERP |
| ✔ | |
| Microsoft Outlook & Office |
|
| ✔ | |
| monday | CRM |
| ✔ | |
| Myfactory | ERP |
| ✔ | |
| Nimble | CRM |
| ✔ | |
| Pipedrive | CRM |
| ✔ | |
| Proalpha | ERP | ✔ | ||
| Sage | CRM and ERP | ✔ | ✔ | |
| Salesforce Lightning | CRM |
| ✔ | |
| SAP Business One | ERP | ✔ | ✔ | |
| SAP R/3 | ERP | ✔ | ||
| SAP S4/HANA | ERP | ✔ | ||
| SmartWe | CRM |
| ✔ | |
| STEPS | CRM and ERP | ✔ | ||
| SugarCRM (lokal) | CRM | ✔ | ✔ | |
| SugarCRM (Cloud) | CRM |
| ✔ | |
| TecArt | CRM |
| ✔ | |
| VARIO | ERP | ✔ | ||
| Zoho | CRM |
| ✔ |
FAQ on software integration with XPhone
Which software can be integrated with XPhone Connect?
XPhone Connect offers standardized interfaces to a variety of CRM, ERP and groupware systems such as Salesforce, Microsoft Dynamics 365, SAP, Outlook or HCL Notes. You can find a complete list in our overview table on this page.
What happens if my system is not listed?
Even if your system is not listed by name, a connection is often possible - for example via CSV, ODBC or API interfaces. Our team will check the integration options on request and prepare a suitable offer.
What specific functions does XPhone offer for integrated systems?
You start calls directly from the CRM, see customer data during the call, integrate presence status from tools such as Teams or Outlook, use free text search across all directories and significantly reduce manual processes.
Can I integrate several systems at the same time (e.g. CRM and ERP)?
Yes, XPhone is designed for multi-system environments and links data from different sources in a central client - without changing systems.
How time-consuming is the integration for my IT?
Standard connections can usually be implemented quickly and with little effort. For individual requirements, our Professional Services team provides support with tailor-made design and implementation.
Do the integrations also work on mobile devices?
Yes, the XPhone Mobile App enables, for example, free text searches in directories, caller identification and access to CRM contacts - GDPR-compliant and server-based.
Is the integration secure and compliant with data protection regulations?
XPhone runs on your own servers or in your private cloud. All data remains in your IT environment. Access rights and data flows can be configured granularly.
Which collaboration tools are supported?
In addition to Microsoft Teams (incl. bidirectional presence synchronization), XPhone also supports Zoom, Webex and other tools via MicSync. This means that your presence status is automatically recognized and synchronized.