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CRM integration with XPhone

Telephony and CRM – efficiently connected

Your CRM knows the contacts. XPhone makes the connections.


Efficient communication is the key to successful Customer Relationship Management. Link your business communication directly with your CRM system – and benefit from much leaner processes. With the CTI software XPhone Connect, CRM integration is seamless.

XPhone brings your CRM into the telephony client. From the very first ring, your employees see who is calling – including all available information from the CRM. Whether it’s a contact person, the latest tickets or outstanding offers: all data is instantly at hand

With individually configurable dashboards, automatic journal entries and direct links into the CRM, you not only optimise service and sales. You can also meet the specific needs of departments from procurement to HR – making tailored information available right when it’s needed.

Act is a compact CRM system that helps small and medium-sized companies to efficiently manage customer relationships and structure sales processes. With XPhone integration, you can add intelligent communication functions to Act: Callers are identified directly using the CRM data, relevant information is immediately in view and calls can be documented if required - without media discontinuity and without manual updating. This turns classic contact management into end-to-end customer communication.

Our services

  • Caller identification based on Act contacts
  • Click2Dial function directly from the CRM
  • Activity control through configurable dashboard
  • Integration of user-defined fields and masks
  • Link to calendars and tasks from Act
  • Support for parallel access from desktop and app

Your added value

  • Better preparation for customer meetings
  • Reduced research effort in day-to-day business
  • More productivity in sales
  • Faster implementation of sales opportunities
  • Fewer media disruptions, higher CRM usage
  • Mobile use of CRM data - anytime and securely

Interfaces

  • Act! local: ODBC and CSV
  • Act! cloud: CSV (export)

CAS genesisWorld is a powerful CRM solution specially designed for medium-sized companies. With a focus on customer relationships, sales and service processes, the software enables a holistic view of all business contacts - mobile, individual and across teams. In conjunction with XPhone Connect, CAS genesisWorld becomes a communication hub: calls are identified directly in the system, relevant customer information is automatically displayed and call notes can be stored without media discontinuity. This turns a CRM into a real workflow pacemaker.

Our services

  • Integration of customer data from CAS for caller identification
  • Transfer of call information directly to CRM
  • Configuration of individual dashboards for sales & service
  • Provision of data also on mobile devices in the XPhone app

Your added value

  • Customer communication with context instead of a cold start
  • Better customer service thanks to real-time data
  • Greater efficiency in the documentation of conversations
  • Fewer media disruptions, more clarity for your teams

Interfaces

  • ODBC
  • CSV (export)

Integrating the unified communications software XPhone Connect into the CRM system CATCH makes customer communication in the dealership much more efficient. Every caller is recognized by the CRM data on the first ring and the appropriate data record opens automatically - without any search effort. This means that employees have all the relevant information immediately to hand and can look after customers personally and quickly. The call history is fully documented in CATCH, and missed calls are also recorded as leads. This saves time, increases service quality and enables more targeted sales activities - and is easy to implement without major investment.

Our services

  • Automatic caller identification based on the customer data stored in the CRM

  • Immediate display of the appropriate CATCH data record when a call is received

  • Complete recording of all incoming and outgoing calls including missed calls in the CRM

Your added value

  • Significant time savings due to elimination of manual data search and entry
  • More personal and faster customer support thanks to immediately available knowledge
  • Better sales opportunities thanks to seamless documentation and tracking

Interfaces

  • CSV (Export)

cobra ADRESS PLUS is the CRM solution for small and medium-sized companies that value simple operation, flexible adaptability and efficient address management. Whether sales, marketing or service: cobra bundles all relevant customer information centrally and thus ensures structured communication. In combination with XPhone Connect, classic address management becomes a dialog-capable platform: With every call, your employees immediately see who is calling - including all stored data. Notes or resubmissions can be stored in the system directly from the call - without media disruption and without wasting time.

Our services

  • Call recognition through connection to the cobra database
  • Transfer of call information to cobra Configuration of customized dashboards for sales & customer service
  • Mobile access to address data via the XPhone app

Your added value

  • Faster response times thanks to immediate customer identification
  • Structured communication without system changes
  • Efficient work processes and higher data quality
  • Relief for employees through intelligent automation

Interfaces

  • ODBC

XPhone offers VW dealerships a powerful UC solution that integrates seamlessly with the CROSS dealer management system. Thanks to XPhone, your employees always have all relevant CROSS data to hand for every customer call. We will show you how you can optimize customer satisfaction and create a competitive advantage for your dealership through more efficient communication with XPhone.

The CRM and dealer management system CustomerOne from T-Systems enables car dealerships to provide holistic customer care - across all branches, updated daily and fully digitized. In combination with XPhone Connect, CustomerOne is enhanced with powerful communication functions: phone calls, contacts and customer data are automatically displayed in the user cockpit, callers are directly identified and follow-ups are efficiently managed. This creates a seamless connection between CustomerOne and the XPhone telephony solution, which noticeably simplifies workflows in the dealership and strengthens customer loyalty.

Our services

  • Real-time caller recognition including vehicle data, services and leads from CustomerOne

  • Dashboard display of individual customer information for targeted call management

  • Call control, documentation and lead capture directly from CustomerOne

Your added value

  • More personalized advice thanks to immediate access to vehicle and customer-related data
  • Smooth processes thanks to seamless connection of dealer management system and telephony
  • Greater customer satisfaction thanks to faster response and better information

Interfaces

  • ODBC
  • CSV (export)

Benefit from our experience as a long-standing, certified DATEV partner. XPhone Connect integrates seamlessly with your business applications. The integration of telephony in DATEV helps you to streamline the workflows in your law firm and to take your communication both internally and with clients to a new level. Your DATEV appointments also control your presence status: for example, call forwarding to your voicemail is automatically activated as soon as you are in an appointment. And another important point: we attach great importance to data protection! Your data remains in your hands and is stored on your own server.

Our services

  • Telephony functions are available directly in DATEV

  • Caller pop-up with name, company and individually selectable DATEV master data

  • Unique client assignment even with the same telephone number

  • Outgoing calls start directly from DATEV

  • Search for DATEV contacts via the XPhone client and in the XPhone app while on the move

  • Caller journal (e.g. for billing telephone consulting services) is transferred to DATEV

  • Send personalized e-mail and Word templates during a phone call

Your added value

  • Complete history of your client calls
  • No time-consuming searches for data records
  • No incorrect typing of telephone numbers and addresses
  • Required information and master data are automatically displayed on request when a call is received
  • Caller data can be transferred automatically
  • Cooperation with a long-standing DATEV partner
  • Fully GDPR-compliant

Connection

  • Hosted locally: Data is connected directly with read-only local database access.
  • DATEV asp: The database connection takes place via the provision of a csv file (data export).

Interfaces

  • DATEV pro local: ODBC
  • DATEV pro Cloud: ODBC


Supported versions

  • DATEV
  • DATEV ASP
  • PARTNERasp

Prerequisite is the DATEV Telephony Basic license.

Data transfer

  • Automatic
  • Manual

With the integration of XPhone Connect into the software solutions from DR. LAUER + KARRENBAUER software solutions (ZAM, EVENT and CRM), you can make your communication more efficient and more personal. Incoming calls are automatically identified, relevant contact data from ZAM is displayed and enables a direct, individual approach. The XPhone Connect Dashboard provides employees with all the information they need from ZAM, EVENT or CRM before the call begins. The mobile app also ensures access to contact data on the move.

Our services

  • Selection by mouse click & hotkey from ZAM, EVENT and CRM
  • Automatic synchronization of all ZAM data records
  • Caller identification based on ZAM contact data
  • Display of the contact data source in the dashboard with ZAM icon
  • Email or call note prefilled with ZAM data from the XPhone journal
  • Mobile access to all ZAM contact data and caller identification
  • Customer-specific extensions possible via dashboard

Your added value

  • Automated data synchronization - no time-consuming searching
  • Competent appearance on the phone thanks to immediate access to required information
  • Support for daily business applications through automatic opening

XPhone Integration in ZAM + EVENT
XPhone Integration in ZAM + EVENT

Supported versions

  • ZAM Central address management
  • EVENT Seminar and event management
  • CRM Customer Relationship Management

Interfaces

  • API


EVA KIM is a modular software system that is specially designed to meet the requirements of chambers of industry and commerce. The aim is to optimize master data maintenance, member and customer communication and campaign management. XPhone integrates into the IHK industry solution and provides a number of important functions that make day-to-day work noticeably easier: IHK employees can make calls directly from the EVA KIM user interface with just one click. Thanks to caller recognition, employees can see who is waiting at the other end of the line as soon as the first call rings. The call journal promises a maximum overview: users have a complete history of all calls made and missed.

Our services

  • Making calls via the EVA user interface

  • Clear call journal in EVA KIM

  • Caller identification using member and customer data

  • Extensive telephony functions

  • Presence and time-controlled answering machine

  • Automatic synchronization with Outlook or Notes

  • Access to letter, fax and e-mail templates

Interfaces

  • API


Your added value

  • No time-consuming searches for data records
  • No incorrect typing of telephone numbers and addresses
  • Required applications are opened automatically
  • Data is transferred automatically
  • Faster response times
Salesforce-Integration in EVA KIM
Salesforce-Integration in EVA KIM

Freshsales is a modern CRM system from Freshworks that scores with intuitive user guidance, automation and a 360° customer view - particularly popular with fast-growing companies. In conjunction with XPhone Connect, every call becomes the perfect introduction to the sales dialog: Relevant information such as lead status, last points of contact or planned activities appear in the dashboard as soon as the phone rings. This allows new opportunities to be identified more quickly and actions to be triggered in CRM directly from the call - without having to switch tools.

Our services

  • Connection of Freshsales via CSV or API interface

  • Integration of individual fields in the XPhone Dashboard

  • Support with contact synchronization for presence display

  • Support in the optimization of sales processes

Interfaces

  • CSV (Export)


Your added value

  • Quick access to current customer & lead data
  • Reduced effort for call preparation
  • More deals through high-context customer communication
  • More efficient work thanks to seamless tool integration

HubSpot is one of the most widely used CRM systems - especially in SMEs - and impresses with its strong marketing automation, integrated sales and service management and user-friendly interface. In combination with XPhone Connect, the potential of HubSpot can be utilized even better: calls are automatically linked to existing contact data, relevant CRM information appears in the dashboard at the start of the call, and follow-up actions such as ticket creation or deal maintenance can be initiated immediately - efficiently, securely and without media discontinuity.

Our services

  • Connection to HubSpot via API or CSV export

  • Integration of user-defined HubSpot fields in the dashboard

  • Adaptation to individual workflows and processes

  • Support with deployment & data security

Interfaces

  • CSV (Export)

Your added value

  • Direct access to HubSpot data with every call
  • Fewer clicks, faster sales & service actions
  • Better data quality through centralized processing
  • Increased user acceptance thanks to simple, context-based operation

Whether PC or Mac, tablet or smartphone: with Immoware24 you can manage your properties conveniently in the browser - and therefore independently of hardware and operating system. XPhone Connect builds the bridge between your Immoware24 data in the cloud and your communication, ensuring a faster flow of information. XPhone identifies who is on the line from the very first ring and shows you individually configurable caller data in the caller pop-up. So you are prepared for your next call. Best of all, XPhone is not only compatible with all major telephone systems. It is also independent of your workstation. Thanks to AnyDevice, Softphone and Mobile App, you can communicate just as easily on the move or from your home office as from the office.

Our services

  • Automatic indexing of all Immoware24 contacts

  • Fast data access without time-consuming replication

  • Caller identification based on Immoware24 data

  • Customized dashboards for tenants, landlords, service providers, etc.

  • Mobile access to all Immoware24 contact data

Your added value

  • No time-consuming typing of telephone numbers and addresses
  • All important information directly in the caller pop-up, such as name, caller type, open orders, etc.
  • Contact card with all the caller's contact details
  • Data protection first: Verification of the caller via the stored authentication PIN
  • Flexible free text search of contacts also via mobile app
  • Just one click from the phone client to the Immoware24 portal

Interfaces

  • CSV (Export)
Dr. Lauer + Karrenbauer Integrations-Lösung
Dr. Lauer + Karrenbauer Integrations-Lösung
Microsoft Dynamics 365
Microsoft Dynamics 365

Combine Microsoft Dynamics 365 with XPhone Connect and take your customer communication to a new level. XPhone Connect integrates directly into the Microsoft Dynamics 365 user interface and extends your CRM with powerful telephony functions.

Callers are automatically recognized and the relevant contact data and CRM information from Dynamics 365 is displayed directly in the XPhone dashboard. Employees have immediate access to all relevant customer information and can respond professionally, quickly and personally. All CRM data is also available on the move with the XPhone Mobile App, so that you are always able to provide information.

Our services

  • Efficient CTI integration for Microsoft Dynamics 365

  • Start calls directly from Microsoft Dynamics 365

  • Automatic caller identification based on Dynamics 365 contact data, also in the mobile app

  • Display of CRM data in the XPhone dashboard even before the call is answered

  • All CRM contacts are available via free text search in the XPhone client

  • Mobile access to Dynamics contacts

  • Data protection-compliant storage directly on your company server

  • CRM input masks open when a call is received

Your added value

  • Faster and more personal customer contact thanks to direct data access
  • More efficient processes thanks to seamless CRM integration without media disruptions
  • No tedious searching for contact data
  • No manual typing of telephone numbers or addresses
  • Maximum accessibility and professionalism - even when on the move or working from home
  • Mobile access to CRM contacts - data protection compliant & secure
  • Ideal for field service & remote work

Supported versions

  • Microsoft Dynamics 365 Cloud
  • Microsoft Dynamics 365 OnPremises
  • Microsoft Dynamics CRM 2016

Interfaces

  • ODBC
  • CSV (export)
  • API

The monday CRM is part of the monday.com Work OS platform and offers maximum flexibility. Sales processes can be mapped individually - from lead management and deal pipelines to automation that takes care of routine tasks. Combined with XPhone Connect, the collaboration tool becomes a real communication hub: calls are displayed directly in the context of the respective opportunity, follow-ups can be seamlessly documented and customer communication can be tracked in a structured way - without media disruptions or searching.

Our services

  • Incoming calls are identified automatically

  • Display of relevant information from monday CRM directly in the phone client, e.g. current deals or customer history

  • Automatic logging of phone calls and other communication events in monday CRM

Interfaces

  • CSV (Export)

Your added value

  • Complete communication visible in the CRM context
  • More effective collaboration between sales & back office
  • Faster response times for customer enquiries
  • Reduced documentation effort thanks to automatic data transfer

The central strength of Nimble CRM lies in the preparation of information: Nimble combines scattered content from emails, calendars and social networks and prepares it in a standardized contact profile. In combination with XPhone Connect, this creates real synergies: All customer information is visible directly during the call, conversations can be documented in real time, and even on the move your teams retain a complete overview thanks to the XPhone Mobile app - efficiently, reliably and in compliance with data protection regulations.

Our services

  • Integration of presence information from XPhone Connect into Nimble CRM

  • Mobile access to CRM data via XPhone Mobile App

  • Direct dialing of telephone numbers from Nimble CRM

Interfaces

  • CSV (Export)

Your added value

  • More efficient workflows thanks to optimized processes
  • Improved customer satisfaction thanks to faster response times
  • Customer interactions visible directly in Nimble CRM and a holistic view of the customer

Pipedrive is a CRM with a clear focus on sales processes. With its visual pipeline display and ease of use, it supports sales teams in following up leads in a structured way and driving deals forward efficiently. In combination with XPhone Connect, every customer interaction becomes real added value: sales employees immediately see all relevant data on the deal with every call, can create follow-ups directly and can make calls via softphone or app if desired - regardless of location. This keeps the focus where it belongs: on the customer.

Our services

  • Provision of a customizable call window with deal information

  • Integration of contact and company information directly into the XPhone dashboard

  • Automated call documentation via the notes function

Interfaces

  • CSV (Export)

Your added value

  • Always keep an eye on the current deal status when you call
  • Shorter response times thanks to immediately available knowledge
  • More efficient processes thanks to direct CRM linking in telephony
  • More chances of closing a deal thanks to optimal call preparation

Sage CRM helps companies to maintain customer relationships throughout the entire lifecycle. Combined with XPhone Connect, a smart communication solution is created: calls are enriched directly with the associated contact data, the history is visible at a glance and notes can be transferred directly into the CRM. Whether sales or service - customer communication is faster, more structured and with significantly less friction.

Our services

  • Integration of customer data and contact persons in the XPhone user interface

  • Display of CRM information for incoming and outgoing calls

  • Transfer of call notes for further processing in CRM

Interfaces

  • ODBC
  • CSV (export)

Your added value

  • Quick access to important customer data during the call
  • Improved service quality thanks to better information
  • Optimized workflows through integration of telephony and CRM

Even if your data is in the cloud: With XPhone Connect, all contact data is available to you at every single communication step. Incoming callers are identified directly and important data that your employees need is also displayed. Thanks to the seamless integration, Salesforce activities can be started directly from XPhone, e.g. the creation of a new sales opportunity or a lead. Your employees can also access all Salesforce data on the move, while it is stored securely and in compliance with data protection regulations on your server. At the same time, Salesforce contacts are also reliably identified on the smartphone.

Our services

  • Automatic indexing of all Salesforce contacts

  • Fast data access without time-consuming replication

  • Caller identification based on Salesforce data records

  • Display any data stored in Salesforce for a contact directly in the phone client

  • Make calls directly from Salesforce

  • Start new Salesforce activities from the XPhone client

  • Mobile access to all Salesforce contact data - including caller identification

  • Six Salesforce dashboard templates with adaptable sample actions (open contact, open account, open lead, call note) are already included with XPhone Connect

Your added value

  • No time-consuming typing of telephone numbers and addresses
  • Display of contacts, leads and accounts in the XPhone Client
  • Flexible free text search - also via mobile app
  • Reliable caller identification
  • Customized dashboards
  • Applications can be opened automatically
  • Caller data is transferred automatically

Salesforce-Dashboard: Ansicht Kontakt
Salesforce-Dashboard: Ansicht Kontakt
Salesforce-Dashboard: Standard-Ansicht
Salesforce-Dashboard: Standard-Ansicht

Interfaces

  • CSV (Export)

Important note: We do not currently support Salesforce sandboxes. The connection must take place in a live system.

With the integration of XPhone Connect in SmartWe, your communication becomes more intelligent and customer-oriented. Callers are automatically recognized and the XPhone Dashboard displays relevant information such as the emotional relationship status or open sales opportunities from SmartWe - even before the call is answered. Thanks to the mobile app, you also have access to all CRM data on the move, so that you are always able to provide information. The combination of SmartWe and XPhone Connect enables a seamless connection of communication and customer management for a more efficient working day.

Our services

  • Automatic caller identification with display of SmartWe-specific information such as relationship status and sales opportunities

  • Integration of SmartWe data into the XPhone Dashboard for contextual information before the call is answered

  • Mobile access to all SmartWe contacts and data via the XPhone Connect app

Interfaces

  • CSV (Export)

Your added value

  • Improved customer loyalty through immediate availability of relevant CRM information
  • More efficient work processes thanks to seamless integration of communication and customer management
  • Increased flexibility and accessibility through mobile access to CRM data

By connecting XPhone Connect to STEPS CRM, you can optimize your customer communication directly from the system. Every call is automatically recognized using the contact data from Steps, and the XPhone Dashboard provides context-related information such as open tasks, contact persons or recent activities as soon as the call rings. This allows employees to react precisely and be prepared. With the XPhone Mobile App, you can also access your CRM data on the move and increase your service quality and response speed - anytime, anywhere.

Our services

  • Caller identification based on STEPS contacts with display of last activities and open tasks

  • Direct integration of STEPS data into the XPhone Dashboard for quick access without switching systems

  • Mobile availability of all relevant CRM information via the XPhone Connect app

Interfaces

  • ODBC

Your added value

  • Professional customer contact thanks to an immediate overview of the communication process
  • Smooth workflow thanks to context-related display of important CRM data during the call
  • Greater customer focus and flexibility thanks to location-independent access to the CRM

With the integration of XPhone Connect in SugarCRM, your customer communication becomes smarter and more efficient. Incoming calls are automatically recognized and the XPhone Dashboard displays relevant information such as open opportunities, recent activities or assigned contact persons directly - even before the call is answered. Thanks to the seamless connection, employees can start calls directly from SugarCRM and use all telephony functions efficiently. With the XPhone Mobile App, you also have access to all important contact data on the move, so that you are always able to provide information.

Our services

  • Automatic caller identification based on contact data from SugarCRM

  • Display of CRM information such as opportunities and activities in the XPhone dashboard before the call is accepted

  • Direct call control and logging within SugarCRM

Interfaces

  • SugarCRM local: ODBC and CSV
  • SugarCRM Cloud: CSV

Your added value

  • Improved customer communication through immediate access to relevant information
  • More efficient workflows thanks to seamless integration of telephony and CRM
  • Increased flexibility and accessibility through mobile access to SugarCRM contact data

TecArt is an all-in-one browser-based CRM and business suite for centralized company management. The software is used in a wide range of industries and is ideal for small and medium-sized companies with up to 1,000 users. It can be operated both as an on-premise and as a cloud solution. With XPhone Connect, TecArt can be connected to practically any telephone system. You can not only start calls directly from TecArt at the click of a mouse. TecArt contacts are identified on the first ring and displayed with all relevant information from your CRM system.

Our services

  • Connection of your TecArt CRM system to practically any telephone system

  • Caller identification based on contact data from TecArt CRM

  • Make calls at the click of a mouse (Click 2 Dial) directly from the TecArt CRM interface

  • Access to TecArt CRM contact data on the move via XPhone Connect Mobile App without saving it on the smartphone (GDPR-compliant)

  • Individual display of data (e.g. current turnover, service level, etc.) of the caller directly from the TecArt CRM system

  • Free design of individual processes via drag and drop with the Dashboard Designer from XPhone Connect, which are adapted to the respective requirements of individual employees, teams or departments

Your added value

  • No time-consuming searches for data records
  • No incorrect typing of telephone numbers and addresses
  • Required applications are opened automatically
  • Data is transferred automatically
  • Faster response times
  • more satisfied employees, customers, suppliers and partners

Interfaces

  • CSV (Export)


Dr. Lauer + Karrenbauer Integrations-Lösung
Dr. Lauer + Karrenbauer Integrations-Lösung

Supported versions

  • TecArt CRM
  • TecArt CRM Starter
  • TecArt CRM and Business Suite

The integration of XPhone Connect in Zoho CRM optimizes your sales and marketing processes with smart communication. When a call is made, the XPhone Dashboard immediately displays relevant CRM data such as lead status, communication history or planned follow-ups. This allows your teams to act faster and in a more targeted manner - with maximum transparency. All customer information is also available on the move via the XPhone Mobile App.

Our services

  • Caller identification with direct insight into lead status, campaign affiliation and activities from Zoho CRM

  • Automatic call logging in CRM including call duration and contact history

  • Integration of telephony in workflows such as lead scoring or follow-up actions

Interfaces

  • CSV (Export)


Your added value

  • Greater chances of closing deals through context-based call management in sales
  • Optimization of marketing campaigns through detailed call analyses and traceability
  • Time savings and process clarity thanks to centralized communication within the CRM

CRM systems compatible with XPhone

All possible CRM integrations at a glance

Software

Category

ODBC

CSV (Export)API

Act! (lokal)

CRM

Act! (Cloud)

CRM

 

CAS genesisWorld

CRM

CATCH

CRM

 

cobra ADRESS PLUS

CRM

CROSS (VW-Konzern)

CRM/DMS

 

CustomerOne

CRM/DMS

DATEV pro (lokal)

CRM

DATEV pro (Cloud)

CRM

DR. LAUER + KARRENBAUER

CRM

 

EVA KIM IHK-Software

CRM

 

Freshsales

CRM

 

HubSpot

CRM

 

Immoware24

CRM

 

Microsoft Dynamics 365

CRM and ERP

monday

CRM

 

Nimble

CRM

 

Pipedrive

CRM

 

Sage

CRM and ERP

Salesforce Lightning

CRM

 

SmartWe

CRM

 

STEPS

CRM and ERP

SugarCRM (lokal)

CRM

SugarCRM (Cloud)

CRM

 

TecArt

CRM

 

Zoho

CRM

 

Connecting what

belongs together

Some requirements simply don’t fit into a box. 

No problem: with our Professional Services, we work with you to develop a tailor-made communication solution – from the dashboard right through to full system integration.