CRM PBX Integration — Screen-Pop, Recording, Click-to-Call
CRM PBX integration connects your VoIP phone system and CRM into one working screen: on an inbound call the agent sees the caller's record before picking up, dials with a single click, and every conversation is logged automatically. No manual number lookup, no missed callbacks, no guessing who said what.
What CRM PBX integration covers
Screen-pop on inbound
The moment the phone rings, the caller's record opens — name, last deal, open tasks, balance. The agent greets them by name from the first second.
Click-to-call
One-click dialing straight from the CRM record. No manual number entry, no transcription errors, zero seconds lost between tasks.
Automatic logging and recording
Every call is logged in the CRM automatically — date, duration, direction, agent and a link to the audio recording. 100% of calls documented with zero manual notes.
IVR routing by CRM data
The voice menu decides where to route the caller from CRM context — VIP to a senior agent, open ticket to the same rep, overdue account to collections.
Missed-call task creation
A missed call automatically creates a callback task assigned to the right agent with a due date. No prospect falls through the cracks.
Real-time wallboard
Queues, average wait time, calls per agent, conversion by campaign — real numbers inside the CRM, not in a separate PBX tool.
Who it fits
Call centers
High inbound and outbound volume, queues and campaigns. CRM telephony integration gives every agent full context and measures conversion per call.
Sales teams
Click-to-call from the lead list plus automatic logging mean more dials per day and zero follow-ups lost to manual note-taking.
Service and support
Phone-heavy businesses — service shops, clinics, logistics. Screen-pop shows the customer history so nobody explains their issue twice.
How we build it
We do not resell someone else's SaaS. We build a CTI layer between your PBX and CRM on a proven stack: AMI/ARI for Asterisk, the Call Control API for 3CX, AGI for FreePBX or a SIP trunk to a cloud carrier. Two-way real-time sync via webhooks — a PBX event becomes a CRM record instantly.
We support Asterisk, 3CX, FreePBX and cloud SIP systems. If the CRM is custom we embed telephony directly in the UI; if it is an off-the-shelf product we connect through its official API. Screen-pop runs in the browser with no software installed on the agent's machine.
We start with a one-day audit of the call flow, then lock the MVP scope: typically screen-pop, click-to-call and automatic logging. See how we approach API integrations for existing landscapes, or full custom CRM development.
Go-live happens in stages: one team first, then the whole call center. After go-live we stay on an SLA-backed support contract — no surprises in year one.
Why Saitami for your CRM PBX integration
Call handling time
Screen-pop and click-to-call remove manual number and context lookup — measured on real client data from call-center deployments.
Calls logged
Every conversation logged in the CRM automatically with a link to the audio — zero manual notes, zero lost history.
Starting investment
Fixed price for the MVP phase. No per-user licensing, no hidden subscription. You own the integration outright.
Telephony integration often runs alongside CRM email integration and CRM WhatsApp and Viber integration on a single omnichannel screen — every conversation in one record.
Frequently Asked Questions
Which phone system does the integration work with?
The integration works with Asterisk, 3CX, FreePBX and cloud SIP systems. We connect through their official interfaces — AMI/ARI, Call Control API, AGI or a SIP trunk. If your PBX is different, we check its API during the audit and confirm scope before we start, with no swap of your telephony.
How long does implementation take?
Implementation typically takes 2-4 weeks for the first productive phase with screen-pop, click-to-call and automatic call logging. IVR routing by CRM data and the real-time wallboard add another 1-2 weeks. We do not do big-bang go-lives — we deploy in stages, starting with the most painful process.
Are call recordings GDPR compliant?
Recordings are stored with a data-processing agreement, role-based access and a defined retention period. We add a recording notice in the IVR and an audit log of who listened to which call and when. GDPR compliance is built into the architecture from the start, not bolted on later.
How much does the telephony integration cost?
Pricing starts from €2,400 for an MVP rollout with screen-pop, click-to-call and automatic call logging. A full integration with IVR routing by CRM data, real-time wallboards and an omnichannel team typically lands between €6,000 and €14,000. Pricing is fixed against the agreed scope and never includes per-user fees.
Ready to get every call into the CRM?
Book a 45-minute free consultation. We walk through your call flow, demo CRM PBX integration live, and leave you with a concrete phase-one plan at a fixed price and timeline.
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