Cloud Telephony CRM
Know About Customer Before Talking

Integrating cloud telephony with CRM systems not only improves operational efficiency but also elevates the customer experience, directly contributing to increased customer loyalty and revenue growth.

Customers Love The ZNICRM
ZNICRM Cloud Telephony

Automate Your Call Management

With you can automate call management even if your cloud telephony service provider doesn't support that.
Cloud Telephony CRM
Contact Management
Integrate Any Telephony
We support all cloud telephony service providers. Give us the API & get ready to receive calls.
Marketing Automation
Full Call Records
Complete call records (CDR) linked to the contact. Get call recordings as well if supported by provider.
Know Your Caller
CRM will show a pop-up before the call lands on your device. Know what caller is looking for in advance.
Helpdesk & Ticketing
Run Workflows
Send automated email, SMS, whatsapp messages to your caller based on the actions performed by them.
Capture leads

Call-To-Lead Conversion

Stop worrying about missed calls. ZNICRM allows you to capture all the leads from the fresh calls and update comments on previous leads.

Get full conversation history even after years.

  • Enhanced Lead Capture: With ZNICRM, you never miss a lead. Every fresh call is captured as a potential lead, ensuring that opportunities for engagement and sales are maximized.
  • Comprehensive Lead Updates: The system allows for the updating of comments on previous leads, ensuring that all interactions are current and reflective of the latest communications, facilitating more personalized and effective follow-up strategies.
  • Long-term Conversation History: Access to full conversation histories, even after years, empowers your team with context-rich information. This feature enables better understanding and relationship building with each contact, as every past interaction can inform future communications.
  • Improved Response Rates: The assurance that no message goes unnoticed means that response rates to inquiries and follow-ups can improve significantly, leading to higher customer satisfaction and loyalty.

Advanced Click-To-Call

Connect your cloud telephony's click-to-call feature with ZNIEngage and automate customer calling.

ZNIEngage's user engagement tools guide the website visitors to fill the form to generate lead and with cloud telephony an automatic call can be placed easily.

  • Direct Customer Engagement: Talk with customers in real-time directly through the CRM, enhancing communication and customer service quality.
  • Unified Communication Panel: A single, dedicated panel for all calls simplifies management and oversight, allowing for seamless interactions with multiple customers.
  • Streamlined Call Assignment: New calls can be easily assigned to specific teams or users, ensuring that inquiries are directed to the most appropriate responder for efficient handling.
  • Centralized Call Management: Centralizing calls within the CRM ensures the right personnel have access to comprehensive data in real-time, facilitating informed customer interactions.
  • Improved Response Times: Real-time communication capabilities help reduce response times, significantly enhancing customer satisfaction and loyalty.
  • Increased Efficiency: Assigning calls to specific teams or users based on expertise or availability streamlines workflow, improving operational efficiency.

Engage contact form
Workflow Automation For WhatsApp

Automation With Workflow

Automate lead capture, use chatbots for initial inquiries, and set up automated responses and CRM workflows for follow-up tasks. Personalize communication, monitor performance, and optimize strategies.

Let your customers initiate chats with your agents across the company on the same number.

  • Efficient Lead Capture: Automate the process of capturing leads to ensure that every potential customer is promptly added to your CRM, reducing manual effort and the risk of human error.
  • Effective Initial Engagement: Use chatbots for handling initial inquiries, allowing for instant responses to potential customers 24/7, enhancing customer satisfaction and engagement from the first contact.
  • Streamlined Follow-Up Tasks: Set up automated responses and CRM workflows for managing follow-up tasks, ensuring that no lead is neglected and that each lead is nurtured according to their stage in the sales funnel.
  • Personalized Communication: Tailor your communication strategies based on the specific needs and behaviors of your leads, providing a personalized experience that boosts conversion rates.
  • Performance Monitoring: Utilize CRM tools to monitor the performance of your marketing and sales efforts in real-time, allowing for quick adjustments and data-driven decision-making.
  • Strategy Optimization: Continuously analyze performance data to identify areas for improvement, optimize strategies, and ensure that your sales and marketing efforts are as effective as possible.

Run Bulk Marketing Campaigns

Run marketing campaigns in ease on the callers data. Just create a filter from the CRM data and push campaigns based on customer status & requirements.

Targeted campaigns helps you get the most of your marketing budget and also builds a better brand.

  • Highly Targeted Campaigns: Utilize detailed customer data to launch campaigns that are finely tuned to the needs and preferences of your audience, enhancing the effectiveness of your marketing efforts.
  • Optimized Marketing Budget: By focusing your messaging campaigns on specific segments of your customer base, you maximize the return on your marketing investment, ensuring that your budget is spent on the most promising leads.
  • Enhanced Brand Perception: Targeted campaigns not only boost the efficiency of your marketing spend but also contribute to a positive brand image by engaging customers with content that is relevant and valuable to them.
  • Improved Customer Engagement: Tailoring your messaging based on customer data ensures that your communications are more engaging and relevant, leading to higher open and response rates.
  • Seamless Integration: Integrating WhatsApp messaging campaigns with CRM data provides a seamless experience for managing and analyzing campaign performance, enabling continuous improvement.
  • Personalized Customer Experience: The ability to customize campaigns according to individual customer profiles results in a more personalized experience, fostering loyalty and long-term relationships.

Bulk Whatsapp Messaging

9 Reasons Why Cloud Telephony Should Be Integrated With CRM

Integrating cloud telephony with Customer Relationship Management (CRM) systems brings a host of benefits, streamlining business operations and enhancing the overall customer experience. Here's how this integration can make a significant impact:
Improved Customer Interactions
When cloud telephony is integrated with a CRM, customer information can automatically pop up on the screen during a call. This means that before the conversation even starts, the employee has access to the customer’s history, preferences, and previous interactions with the company. This context allows for more personalized and efficient customer service.
Increased Productivity and Efficiency
By automating the process of logging calls and capturing call data directly into the CRM, employees save time and reduce the likelihood of manual entry errors. This automation allows staff to focus more on the customer's needs and less on administrative tasks.
Enhanced Data Accuracy and Management
Every interaction is automatically logged and documented within the CRM system, ensuring that customer data is up-to-date and comprehensive. This includes the duration of the call, the outcome, and any follow-up tasks. Having accurate and detailed call records helps in understanding customer needs better and in making informed decisions.
Personalized Customer Experience
With immediate access to a customer’s history, employees can tailor their conversations based on past interactions, preferences, and issues. This level of personalization can significantly enhance the customer's experience and satisfaction.
Better Reporting and Analytics
Combining call data with other customer information in the CRM allows for more comprehensive reporting and analytics. Businesses can track metrics such as call volume, call outcomes, conversion rates, and customer satisfaction, leading to better strategic decisions.
Increased Sales Opportunities
Having detailed customer information and history during a call enables employees to identify cross-sell and upsell opportunities more effectively. This can lead to increased sales and revenue for the business.
Streamlined Lead Management and Follow-up
The integration facilitates the direct capture of leads from phone calls into the CRM system. Automated workflows can then assign these leads to the appropriate sales representatives and schedule follow-ups, ensuring no potential customer slips through the cracks.
Better Customer Retention
Personalized service and efficient problem resolution contribute to higher customer satisfaction, which is crucial for customer retention. The integration helps in quickly resolving issues by providing a complete view of the customer's journey.
Enhanced Mobility and Flexibility
With cloud telephony, employees can access the CRM and make or receive calls from anywhere, as long as they have an internet connection. This flexibility is particularly beneficial for remote teams and ensures that customer service and sales efforts are not confined to the office.

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