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CRM and CTI Integration with Yeastar PBX System

Providing more information and options for each call you make and receive, Yeastar PBX System CRM & CTI integration boosts productivity for your phone communication.

CRM is widely deployed in the business world to manage a company’s interaction with customers and its sales prospect. Another thing that the business world can’t live without is the phone system, which provides vital communication links to enterprises. Merging the two achieves the best performance of both.
Yeastar PBX Systems are CRM-friendly and support integration with popular CRM solutions with access to Asterisk Management Interface (AMI). The open API allows third-party application to be integrated with Yeastar PBX System. More CRM supports will be coming soon.

Features Supported
  • Click to call, transfer, and hang up directly from CRM screen
  • Screen popping upon calls with customer data presented
  • Optimize call center agent performance and operations
  • Take real-time notes of your calls
  •  Keep detail records of your call history
Benefits
  • Empower sales and service teams with easier call handling
  • Gain insight and visibility
  • Maximize efficiency and profitability
  • Better customer service for greater customer satisfaction
  • Boost business growth and performance
Supported CRM
See what CRM can be supported for better business outcomes.

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

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Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Microsoft Dynamics 365 & Linkus Integration Configuration Guide

Schedule a Call

Supported CTI

See what CTI can be supported for better business outcomes.

AsterSwitchboard & S-Series Integration

Learn More

Xtelsio CTI Client & S-Series Integration

Learn More

Related Product & Documents

  • Linkus (S-Series & Cloud) and Microsoft Dynamics 365 Integration Guide
  • Linkus (S-Series & Cloud) and Salesforce CRM Integration Guide
  • S-Series IPPBX and SugarCRM Integration Guide
  • S-Series IPPBX and Xtelsio CTI Client Configuration Guide
  • S-Series and AsterSwitchboard CTI Configuration Guide
  • S-Series IPPBX and Xtelsio CTI Client Configuration Guide
  • S-Series and AsterSwitchboard CTI Configuration Guide

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

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Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

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User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

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User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

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Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

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Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

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PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

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Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

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Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

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User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.