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MULTI-CRM INTEGRATION
with screen popping

Powered by CTI technology, the screen popping feature connects your phone system to your CRM platforms and displays key caller details the moment a call comes in. It brings together siloed customer data into a single, clear profile, allowing users to see all relevant information in one place without switching screens or applications.

Begin every call with context, free from delays and guesswork, so teams can have focused and informed conversations.

Multi-platform screen popping using the CRM integration
CLOUD PHONE SYSTEM AWARDS AND ACCREDITATIONS:
best ucaas provider in emea for cloud phone systems
Microsoft solution partner for cloud phone systems

INSTANT ACCESS TO CUSTOMER HISTORY

200+ CRMs to choose from, including Alure CRM, Hubspot, MS Dynamics CRM, NetSuite, Sage CRM and Zendesk.

Are your teams losing time switching between applications, increasing hold times while they search for customer information, or struggling to access complete customer records during live calls? Customer interactions are often impacted by disconnected systems and manual processes that slow response times and create frustration.

Bridge your telephony system and CRM platforms to gain immediate access to customer histories, account details and more. Eliminate time-consuming searches, reduce hold times and help teams stay focused on meaningful customer interactions instead.

SMARTER CALLS WITH CONTEXT-AWARE SCREEN POPS

PERSONALISED VIEW OF CUSTOMER DATA FOR EVERY ROLE 

Connect each department to their preferred CRM system or integrate multiple platforms to deliver unified customer insights. Automatically display relevant details tailored to each user’s role the moment a call comes in. Finance receives outstanding invoice details; Customer service agents get visibility into recent interactions and Sales can access information. With tailored insights delivered instantly, every conversation starts with the right context. 

COMPREHENSIVE CALL MANAGEMENT FEATURES 

Click-to-dial functionality eliminates manual dialling, while direct CRM access from your softphone puts customer records at your fingertips. When you transfer a call, all customer information moves with it; no context lost, no starting over.  

Where supported by the CRM, every interaction is automatically logged as an activity, with call duration tracked and options to update records or add notes directly from the pop-up business card. 

KEY BENEFITS

EFFICIENCY

  • Minimise time spent switching between applications
  • Place calls directly from within any CRM

ACCURACY

  • Reduce misdials
  • Automatically log calls to the right customer profile 

CUSTOMER EXPERIENCE

  • Resolve issues faster with instant access to full customer history
  • Deliver personalised and well-informed conversations

WHY MULTI-CRM INTEGRATION MATTERS

A FLEXIBLE, FUTURE-READY APPROACH

Most screen popping solutions restrict you to a single CRM or charge extra for each additional integration. With Enconvo’s solution you can… 

  • Connect to multiple CRMs simultaneously, allowing teams to continue working in the systems they know best. 
  • Support different platforms across departments without any workflow disruption. 
  • Enable a single agent to access multiple platforms at once, ensuring a complete view in every conversation. 
  • Avoid costly, time-consuming migrations by allowing each department to continue using the CRM that best suits its needs. 

Imagine Customer Support on Zendesk, Sales on HubSpot, and Finance on NetSuite:  all connected and fully screen popping ready. 

GET AN INSTANT QUOTE

WE WILL SOLVE YOUR CLOUD PHONE SYSTEM CHALLENGES

OVERCOME BUSINESS CHALLENGES WITH INTEGRATED CRM AND TELEPHONY 

small retail business

Use Case 1:

I want to stop jumping between apps and screen

Reduce the time spent system-hopping between the telephony software and the CRM just to locate essential details.

SOGEA V FTTP BUSINESS BROADBAND SCENARIO TWO

Use Case 2:

I want to call straight from my CRM

Click-to-call functionality removes the need to copy and paste numbers into a separate dialler, reducing misdials and speeding up outreach.

SOGEA V FTTP BUSINESS BROADBAND SCENARIO THREE

Use Case 3

I want calls to be logged in my CRM automatically

Ensure every call is captured, eliminating the need for manual updates after each conversation.

SOGEA V FTTP BUSINESS BROADBAND SCENARIO THREE

Use Case 4:

I want to stop scrambling for customer info during calls

Have a customer’s CRM profile appear automatically when they call, making it easy to greet them by name and understand their history without searching.

SOGEA V FTTP BUSINESS BROADBAND SCENARIO THREE

Use Case 5:

I want each team to see customer insights that’s relevant to them

Connect to multiple CRMs, allowing Sales to view deal details, Support to see open cases, and Finance to access billing information; all from the same call, tailored to their needs.

SOGEA V FTTP BUSINESS BROADBAND SCENARIO THREE

Use Case 6:

I want to give teams insights from multiple data sources

Integrate several CRMs simultaneously, so each user sees consolidated data in a single screen pop.

WE INTEGRATE
WITH HOW YOU WORK

With hundreds of integrations our telephone solutions helps to save you precious time by connecting to the tools you already use.

  • Synchronise your call data to your CRM software.

  • Merge your internal comms platform and external calling.

  • Call customers with a single click.

  • Get alerts with contact history information.

  • Create follow-up automations to keep contact consistent. 

Enconvo Contact Integrations

WHY CUSTOMERS LOVE OUR CLOUD PHONE SYSTEM

Glass Manufacturer, Oldbury

Oh how I wish I had done this sooner! Seamless transition, great communication, from Mike who initially visited and unpicked our telecoms nightmare, through to Lynda, Seth, Scott and Hannah. Everyone was helpful and 100% focused on delivering the promise of a better system and service.

Manufacturer, Halesowen

Having worked with Enconvo for over ten years, we find them both reactive to problems and proactive about saving us money. They are a pleasure to deal with, always answer the phone promptly and don’t have the dreaded call centre approach.

Manufacturer, Shropshire / Global

We wanted a local telecoms provider that was able to ensure a fast response time in the instance that there were any issues that needed resolving quickly and Enconvo were able to provide us with the communication solution we needed to achieve maximum productivity and efficiency throughout the business.

Real Estate Agents, Midlands

We have been a customer of Enconvo for 5 years. Our account managers are fantastic in identifying our needs and ensure that we have the best telephone technology at the best possible rates. Although they are a large company, they have the ‘personal touch’.

Keith Wiseman

Employees simply plugged the phones in and followed the over the phone instructions delivered by our engineers. Not only have the video conferencing and plug and play capabilities already made a difference to the way Baumot UK communicates, but the ability to download any apps from the Google Play Store straight onto the phone has been a huge hit

Phil Lewin

Another benefit that the school is enjoying is the seamless integration between the phones and its CRM system. This allows the staff to have everything in one place, whether it be contact details of a parent, medical details of a student or voicemails and emails that need responding to.

Steven Way

The bespoke Enconvo Contact app works much better than generic, white-labelled apps that we’ve used previously. We really like using the softphones on the laptops

Peter Phillips

Easy with great communication…“the telephone system is extremely important for our business

    YOUR QUESTIONS ANSWERED ON CRM INTEGRATION:

    Which CRM’s does this support?

    Our platform supports a wide range of CRM systems including Salesforce, HubSpot, Zoho, Zendesk, NetSuite, Microsoft Dynamics, and more. A full list here CRM integrations can be found here.

    Can I customise what appears in the screen pop?

    Yes. Screen pops are fully configurable by department or user role. You control what each team sees when a call comes in – contact info, billing details, support tickets, and more.

    Do I need to standardise my CRM across departments?

    Nope! That’s the power of multi-platform support. Each department can continue using the tools they know and love and still benefit from our CRM integration.

    Is this secure?

    Absolutely. Our CRM integration offers secure, fast, flexible and universal recognition for incoming calls thanks to the unique, online cache of telephone numbers and selected fields from the database.

    Will this work with our existing phone system?

    If you’re an existing Enconvo Contact user, this feature will be available to you. Simply reach out to us to discuss your CRM and screen pop requirements and we will configure the solution to suit your business.

    Can a single user have access to multiple CRM’s?

    Yes, a single user can have access to multiple CRM. Allowing the user to switch teams based on the incoming call. This allows business to save cost on not hiring extra staff.