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WHY INTEGRATING YOUR CRMs AND PHONE SYSTEM ISN’T OPTIONAL ANYMORE

Integrating business phone systems with third-party platforms isn’t groundbreaking but integrating it across multiple CRMs is where real transformation happens.

This blog is designed to help you understand what robust multi-CRM integration between your telephony software and different CRM platforms can deliver for your business.

Often companies look for solutions that streamline processes for their customer-facing teams, by investing in standalone features like click-to-dial or screen popping to gain better visibility into incoming calls. While there are products on the market that offer these capabilities, they often fall short by not achieving true multi-CRM integration.

Multi-CRM integration is more than a technical enhancement, it is a strategic asset that drives productivity, sharper decision-making, and stronger customer relationships.

Keep reading to discover how this goes beyond standard integrations to strengthen your operations and customer relationships.

WHAT IS CRM INTEGRATION WITH SCREEN POPPING?

Powered by CTI technology, multi-CRM screen popping links your telephony system with your CRM platforms. When a call comes in, it automatically displays a business card on your screen, showing key details about the caller pulled directly from your existing CRM systems.

Most providers, when discussing CRM integration, refer to contact management, sales pipeline management, and task & activity management.

While important, these alone don’t address the bigger challenge: giving your teams access to information across multiple CRMs in real time. Long gone are the days when businesses could get by with a single CRM system or expect their teams to juggle multiple platforms separately.

This is where true multi-CRM integration makes a difference. By unifying your telephony software with existing CRM systems, you create a single source of truth; which ensures your teams go into every call armed with the data and insights they need to serve customers confidently and effectively.

STANDARD VS MULTI-CRM INTEGRATION

Here’s a comparison table to help outline the key differences between a standard CRM integration from other providers to the Enconvo multi-CRM integration.

Multi-CRM Integration Standard CRM Integration
Overview

Integrates with multiple CRM platforms (e.g., Dynamics, HubSpot, NetSuite, Zendesk) delivering insights from various sources tailored to specific team role needs. 

Displays data from just one connected CRM platform.

Use Case

Ideal for organisations with different CRMs across teams, brands, or regions.

Best suited for companies operating entirely within one CRM ecosystem.

Flexibility

Highly adaptable; supports multiple CRMs so teams can use their preferred systems while accessing the data they need.

Limited flexibility; screen popping draws from a single CRM, so users must either align on the same system or work with only the data available in the connected CRM.

Data Intelligence

Provides unified contact insights for a complete view, while also tailoring data to each team’s specific needs.

Restricts contact insights to a single source; without the ability to customise data for different.

Implementation

Slightly more complex to set up but delivers a clear strategic advantage.

Simpler to deploy initially but restricts long-term scalability.

User Experience

Customisable experiences for each CRM user group, driving higher adoption.

Efficient only if all users need the same data from the same CRM.

Enconvo Feature

DID YOU KNOW?

While standard CRM integrations may cover the basics, Enconvo’s multi-CRM integration delivers far greater flexibility, insight, and long-term value. It ensures your teams have the right information at their fingertips, exactly when they need it- leading to more personalised conversations, stronger customer relationships, and efficient workflows across your business.

Still not convinced? Here are five common challenges you might be facing without realising they could be solved by the right integration & screen popping solution.

6 PROBLEMS YOU DIDN’T KNOW THE MULTI-CRM INTEGRATION COULD SOLVE

When your phone system and CRM don’t communicate, your teams are forced to fill the gaps manually. A quick sales call turns into five minutes of admin. A missed call goes unlogged. A support rep answers a call with no context into the caller’s history.

It might seem manageable at in the short term, but across a growing team, these inefficiencies multiply. Before long, you’re chasing leads that should already be closed and apologising to customers for increased hold times that could have prevented.

Create Contact Enconvo with Enconvo

1. INCONSISTENT CUSTOMER EXPERIENCE

When customer data is siloed or incomplete, the experience becomes unpredictable. One rep may have the full history at hand and deliver a tailored conversation, while another is left asking basic questions the customer has answered before. Without a unified view, the quality of service varies widely eroding trust and loyalty over time.

2. MANUAL ADMIN EATS INTO SELLING OR SUPPORT TIME

After-call updates, chasing down missing information, and logging activities all take time. Each task seems small, but across a team, these manual processes add up to hours lost every week. Instead of focusing on selling or resolving issues, teams get bogged down in admin, slowing momentum and impacting results.

sogea broadband

3. MISSED FOLLOW-UPS AND LOST OPPORTUNITIES

Without automated call logging, task creation, and reminders, important follow-ups can easily slip through the cracks. Sales deals stall, support issues drag on, and customers grow frustrated waiting for a response. These missed touchpoints directly affect revenue and weaken your competitive position.

Cloud based business phone system

4. INCOMPLETE CUSTOMER DATA

When phone systems and CRMs aren’t fully connected or when multiple CRMs aren’t integrated, your team goes into conversations with only fragments of the customer story. Lacking key context leads to slower resolutions, generic responses, and missed chances to build stronger relationships or identify new opportunities.

Product & Propostion Marketer

5. TOO MANY SYSTEMS, NOT ENOUGH ANSWERS

When screen popping only connects to a single CRM, reps are left jumping between multiple systems to piece together the full customer story. They waste precious seconds toggling between tools, hunting for notes, or cross-checking details. This slows conversations, increases the chance of errors, and pulls focus away from the customer.

Man working from home

6. COSTLY, DISTRUPTIVE CRM MIGRATIONS

When the telephony system only integrates with a single CRM, businesses often feel pressured to consolidate, forcing all teams onto one platform. This means expensive migrations, lengthy change management, and teams adapting to systems that may not fit their needs.

Together, these challenges don’t just slow your teams down; they impact customer satisfaction, growth, and your bottom line. It’s not just about convenience; it’s about enhancing the experience across the entire customer lifecycle. With true multi-CRM integration, you can remove these barriers, simplify how your teams work, and deliver a seamless experience that sets you apart.

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YOUR QUESTIONS ANSWERED

Why Should My Telephony System Integrate with Multiple CRMs?

Many businesses use different CRMs across teams or regions – Sales might use Salesforce, while Support uses Zoho or HubSpot. Multi-CRM integration ensures your telephony platform logs calls, tracks interactions, and syncs notes across all CRMs, so every agent has full visibility, no matter what system they’re in.

Can I Control Which Data is Shared Between CRMs?

During the setup of the CRM integration we will work with you to determine what CRM’s need to be integrated and the data that needs to be delivered specifically to each team.

Which CRMs Does Your Telephony Platform Connect With?

We offer integrations with top CRMs like Salesforce, HubSpot, Zoho, Microsoft Dynamics, Freshdesk, and more. Whether you’re using one CRM or ten, our system bridges them – so your calls, notes and logs are automatically captured where you need them.