Epygi Announces Integration with Salesforce and Vtiger CRM

Winter Park, Florida, USA, (Oct 26, 2020) – Epygi Technologies, a worldwide provider of Integrated Communications Solutions, announced that Epygi IP PBXs of QX/UC line provide integration with CRM systems.

Epygi now offers support for Customer relationship management (CRM) integration on its QX and UC line of IP PBXs starting from the 6.3.26 SW version. When activated, the per-seat license will provide integration with Salesforce and Vtiger CRM systems.

It is a great feature that allows users to automatically view, create and update the information for CRM contacts upon receiving inbound calls from customers on the IP PBX.

With the CRM integration activated if the inbound calls from external numbers match a contact in the CRM database, it will trigger the Contact pop-up in the Epygi CRM Connection application. You can then request to view or edit the information for the Contact using the View Contact Info option. If not, you can add the caller as a new Contact using the Add Contact option.

About Epygi Technologies

Epygi Technologies, LLC, a worldwide provider of award-winning IP PBXs, Gateways and ecQX Cloud Services, supporting small businesses to enterprise’s telephony needs, is a private US company founded in 2000 and has its headquarters in Winter Park, Florida. Reliable, secure and easy to install and use, the Epygi products offer users outstanding benefits and an unparalleled range of features at very economic prices. Customers are able to improve their productivity, lower operating expenses and enhance their image while affording the latest in telecommunications equipment. Visit us on our website, follow us on Twitter, like our page on Facebook or join our LinkedIn group.

Sourced from: Epygi Blog. View the original article here.

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